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Nature's Sunshine

90 hedge funds and large institutions have $239M invested in Nature's Sunshine in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 30 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,700% more call options, than puts

Call options by funds: $56K | Put options by funds: $2K

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

21% more capital invested

Capital invested by funds: $198M → $239M (+$40.6M)

11% more funds holding

Funds holding: 8190 (+9)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.83% less ownership

Funds ownership: 76.24%75.41% (-0.83%)

20% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 30

Holders
90
Holders Change
+9
Holders Change %
+11.11%
% of All Funds
1.43%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
24
Reduced
30
Closed
4
Calls
$56K
Puts
$2K
Net Calls
+$54K
Net Calls Change
+$54K
Name Holding Trade Value Shares
Change
Change in
Stake
FI
1
Fosun International
China
$48.5M
WC
2
Wynnefield Capital
New York
$41M
PGCM
3
Prescott Group Capital Management
Oklahoma
$29.5M
BlackRock
4
BlackRock
New York
$13.7M +$231K +15,205 +2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$11.5M +$962K +63,353 +10%
PCMI
6
Paradigm Capital Management Inc
New York
$11.1M -$6.27M -413,100 -38%
Vanguard Group
7
Vanguard Group
Pennsylvania
$10.6M +$118K +7,760 +1%
Renaissance Technologies
8
Renaissance Technologies
New York
$8.74M +$55.6K +3,658 +0.7%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$8.01M -$158K -10,433 -2%
KCM
10
Kennedy Capital Management
Missouri
$5.18M
Geode Capital Management
11
Geode Capital Management
Massachusetts
$4.5M +$170K +11,165 +4%
Boston Partners
12
Boston Partners
Massachusetts
$4.23M -$591K -38,899 -13%
PRCP
13
Pacific Ridge Capital Partners
Oregon
$3.79M -$1.74M -114,280 -33%
State Street
14
State Street
Massachusetts
$3.7M +$27.3K +1,800 +0.8%
Morgan Stanley
15
Morgan Stanley
New York
$2.96M +$468K +30,807 +21%
HIM
16
Hillsdale Investment Management
Ontario, Canada
$2.19M +$2.01M +132,230 New
Northern Trust
17
Northern Trust
Illinois
$1.9M -$7.9K -520 -0.5%
TCM
18
Tieton Capital Management
Washington
$1.67M -$75.8K -4,990 -5%
AA
19
Ancora Advisors
Ohio
$1.64M -$205K -13,519 -12%
Ameriprise
20
Ameriprise
Minnesota
$1.62M -$426K -28,038 -22%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$1.46M +$828K +54,521 +162%
Charles Schwab
22
Charles Schwab
California
$1.2M
State Board of Administration of Florida Retirement System
23
State Board of Administration of Florida Retirement System
Florida
$1.11M -$5.98K -394 -0.6%
Marshall Wace
24
Marshall Wace
United Kingdom
$1.02M +$934K +61,523 New
Millennium Management
25
Millennium Management
New York
$997K +$914K +60,174 New

NATR Hedge Fund Activity: Q3 2023 in Review

90 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Nature's Sunshine (NATR) for Q3 2023, worth a combined $239M — up 21% from $198M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NATR positions and 4 closed out — a net gain of 9 holders — while 24 added to existing stakes and 30 trimmed.

The largest buyer was Hillsdale Investment Management, opening a new position worth an estimated $2.01M. The largest seller was Paradigm Capital Management Inc, cutting an estimated $6.27M.

  • 90 institutional investors held Nature's Sunshine (NATR) as of Q3 2023, up from 81 in Q2 2023.
  • Funds reported $239M of Nature's Sunshine stock for Q3 2023, up 21% quarter-over-quarter.
  • 13 funds opened new Nature's Sunshine positions in Q3 2023 and 4 closed out, a net change of +9 holders.
  • The largest Nature's Sunshine buyer in Q3 2023 was Hillsdale Investment Management, an estimated $2.01M added.
  • The largest Nature's Sunshine seller in Q3 2023 was Paradigm Capital Management Inc, an estimated $6.27M sold.

Based on aggregated 13F filings for Q3 2023.