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Natural Health Trends
NHTC

82 hedge funds and large institutions have $76.2M invested in Natural Health Trends in 2018 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

17% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 23

14% more funds holding

Funds holding: 72 → 82 (+10)

2.37% more ownership

Funds ownership: 34.15% → 36.52% (+2.4%)

16% less capital invested

Capital invested by funds: $90.5M → $76.2M (-$14.3M)

45% less call options, than puts

Call options by funds: $1.64M | Put options by funds: $2.95M

Holders
82
Holders Change
+10
Holders Change %
+13.89%
% of All Funds
1.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
27
Reduced
23
Closed
6
Calls
$1.64M
Puts
$2.95M
Net Calls
-$1.32M
Net Calls Change
+$547K

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$1.5M
2
AL
AJO LP
Pennsylvania
+$1.4M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.38M
4
MAM
Martingale Asset Management
Massachusetts
+$904K
5
BlackRock
BlackRock
New York
+$733K

Top Sellers

Rank Fund Capital Flow
1
Man Group
Man Group
United Kingdom
-$1.47M
2
ACM
Ativo Capital Management
Illinois
-$1M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$404K
4
Vanguard Group
Vanguard Group
Pennsylvania
-$365K
5
SIM
Spark Investment Management
New York
-$341K
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Investments
26
Two Sigma Investments
New York
$615K +$148K +6,721 +25%
Two Sigma Advisers
27
Two Sigma Advisers
New York
$527K -$150K -6,800 -19%
LAM
28
Lingohr Asset Management
Germany
$483K +$563K +25,600 New
Morgan Stanley
29
Morgan Stanley
New York
$468K +$241K +10,957 +76%
AIM
30
Alambic Investment Management
California
$447K +$532K +24,192 New
Goldman Sachs
31
Goldman Sachs
New York
$435K +$235K +10,704 +84%
Tudor Investment Corp
32
Tudor Investment Corp
Connecticut
$419K +$31.2K +1,417 +7%
Bessemer Group
33
Bessemer Group
New Jersey
$412K +$490K +22,300 New
SRAM
34
Stone Ridge Asset Management
New York
$382K +$59.3K +2,696 +15%
TA
35
Teachers Advisors
New York
$284K – – –
TCIM
36
TIAA CREF Investment Management
New York
$274K – – –
Wells Fargo
37
Wells Fargo
California
$264K +$20.2K +920 +7%
First Trust Advisors
38
First Trust Advisors
Illinois
$243K +$45.4K +2,066 +19%
Bank of America
39
Bank of America
North Carolina
$239K +$51.9K +2,359 +22%
Invesco
40
Invesco
Georgia
$232K +$33.4K +1,517 +14%
MSL
41
Mackay Shields LLC
New York
$231K +$275K +12,518 New
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$208K – – –
JP Morgan Chase
43
JP Morgan Chase
New York
$192K -$70.9K -3,223 -24%
HIMCH
44
Hartford Investment Management Co (HIMCO)
Connecticut
$185K +$220K +10,000 New
Deutsche Bank
45
Deutsche Bank
Germany
$178K -$151K -6,849 -42%
Nisa Investment Advisors
46
Nisa Investment Advisors
Missouri
$157K -$37.4K -1,700 -17%
OSAM
47
O'Shaughnessy Asset Management
Connecticut
$156K +$185K +8,420 New
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$150K – – –
PCM
49
Prelude Capital Management
New York
$95K +$113K +5,116 New
UBS Group
50
UBS Group
Switzerland
$91K +$550 +25 +0.5%
1
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NHTC Hedge Fund Activity: Q4 2018 in Review

82 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Natural Health Trends (NHTC) for Q4 2018, worth a combined $76.2M — down 16% from $90.5M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NHTC positions and 6 closed out — a net gain of 10 holders — while 27 added to existing stakes and 23 trimmed.

The largest buyer was Charles Schwab, adding an estimated $1.5M. The largest seller was Man Group, cutting an estimated $1.47M.

  • 82 institutional investors held Natural Health Trends (NHTC) as of Q4 2018, up from 72 in Q3 2018.
  • Funds reported $76.2M of Natural Health Trends stock for Q4 2018, down 16% quarter-over-quarter.
  • 16 funds opened new Natural Health Trends positions in Q4 2018 and 6 closed out, a net change of +10 holders.
  • The largest Natural Health Trends buyer in Q4 2018 was Charles Schwab, an estimated $1.5M added.
  • The largest Natural Health Trends seller in Q4 2018 was Man Group, an estimated $1.47M sold.

Based on aggregated 13F filings for Q4 2018.