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Nature's Sunshine

105 hedge funds and large institutions have $262M invested in Nature's Sunshine in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 31 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

461% more call options, than puts

Call options by funds: $185K | Put options by funds: $33K

375% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 4

26% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 31

17% more funds holding

Funds holding: 90105 (+15)

10% more capital invested

Capital invested by funds: $239M → $262M (+$23.1M)

4.02% more ownership

Funds ownership: 75.41%79.43% (+4%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
105
Holders Change
+15
Holders Change %
+16.67%
% of All Funds
1.53%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
19
Increased
39
Reduced
31
Closed
4
Calls
$185K
Puts
$33K
Net Calls
+$152K
Net Calls Change
+$98K
Name Holding Trade Value Shares
Change
Change in
Stake
FI
1
Fosun International
China
$50.6M
WC
2
Wynnefield Capital
New York
$42.8M
PGCM
3
Prescott Group Capital Management
Oklahoma
$30.8M
BlackRock
4
BlackRock
New York
$15.9M +$1.63M +94,295 +11%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$12.8M +$816K +47,246 +7%
Vanguard Group
6
Vanguard Group
Pennsylvania
$11.3M +$254K +14,722 +2%
Renaissance Technologies
7
Renaissance Technologies
New York
$9.59M +$463K +26,800 +5%
PCMI
8
Paradigm Capital Management Inc
New York
$9.48M -$2.06M -119,500 -18%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$8.1M -$257K -14,847 -3%
Morgan Stanley
10
Morgan Stanley
New York
$7.61M +$4.52M +261,412 +146%
WA
11
Wasatch Advisors
Utah
$7.43M +$7.43M +429,728 New
Geode Capital Management
12
Geode Capital Management
Massachusetts
$4.89M +$191K +11,048 +4%
State Street
13
State Street
Massachusetts
$4.32M +$457K +26,457 +12%
HIM
14
Hillsdale Investment Management
Ontario, Canada
$3.44M +$1.15M +66,500 +50%
KCM
15
Kennedy Capital Management
Missouri
$3.21M -$2.19M -126,887 -41%
JP Morgan Chase
16
JP Morgan Chase
New York
$3.12M +$2.75M +159,221 +760%
Boston Partners
17
Boston Partners
Massachusetts
$3M -$1.42M -82,072 -32%
American Century Companies
18
American Century Companies
Missouri
$2.42M +$1.8M +104,128 +291%
Northern Trust
19
Northern Trust
Illinois
$2.18M +$193K +11,157 +10%
TCM
20
Tieton Capital Management
Washington
$1.68M -$56.8K -3,290 -3%
Millennium Management
21
Millennium Management
New York
$1.64M +$595K +34,417 +57%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$1.52M -$1.97K -114 -0.1%
Ameriprise
23
Ameriprise
Minnesota
$1.48M -$206K -11,943 -12%
AA
24
Ancora Advisors
Ohio
$1.28M -$437K -25,297 -25%
Charles Schwab
25
Charles Schwab
California
$1.26M +$829 +48 +0.1%

NATR Hedge Fund Activity: Q4 2023 in Review

105 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Nature's Sunshine (NATR) for Q4 2023, worth a combined $262M — up 9.7% from $239M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new NATR positions and 4 closed out — a net gain of 15 holders — while 39 added to existing stakes and 31 trimmed.

The largest buyer was Wasatch Advisors, opening a new position worth an estimated $7.43M. The largest seller was Pacific Ridge Capital Partners, exiting entirely with an estimated $3.79M sold.

  • 105 institutional investors held Nature's Sunshine (NATR) as of Q4 2023, up from 90 in Q3 2023.
  • Funds reported $262M of Nature's Sunshine stock for Q4 2023, up 9.7% quarter-over-quarter.
  • 19 funds opened new Nature's Sunshine positions in Q4 2023 and 4 closed out, a net change of +15 holders.
  • The largest Nature's Sunshine buyer in Q4 2023 was Wasatch Advisors, an estimated $7.43M added.
  • The largest Nature's Sunshine seller in Q4 2023 was Pacific Ridge Capital Partners, an estimated $3.79M sold.

Based on aggregated 13F filings for Q4 2023.