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Natural Health Trends
NHTC

57 hedge funds and large institutions have $30.5M invested in Natural Health Trends in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 24 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

10.92% less ownership

Funds ownership: 44.73% → 33.81% (-11%)

23% less funds holding

Funds holding: 74 → 57 (-17)

33% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 24

54% less capital invested

Capital invested by funds: $66M → $30.5M (-$35.4M)

63% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 24

92% less call options, than puts

Call options by funds: $150K | Put options by funds: $1.83M

Holders
57
Holders Change
-17
Holders Change %
-22.97%
% of All Funds
1.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
16
Reduced
24
Closed
24
Calls
$150K
Puts
$1.83M
Net Calls
-$1.69M
Net Calls Change
+$154K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.6M
2
Two Sigma Investments
Two Sigma Investments
New York
+$778K
3
Millennium Management
Millennium Management
New York
+$715K
4
Goldman Sachs
Goldman Sachs
New York
+$565K
5
JP Morgan Chase
JP Morgan Chase
New York
+$528K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$3.54M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$2.79M
3
Man Group
Man Group
United Kingdom
-$2.64M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$2.42M
5
State Street
State Street
Massachusetts
-$1.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$8K – – –
BNP Paribas Financial Markets
52
BNP Paribas Financial Markets
France
$6.53K -$7.56K -723 -47%
DA
53
Denali Advisors
California
$4K -$101K -9,704 -95%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$2K +$10 +1 +0.4%
Canada Life
55
Canada Life
Manitoba, Canada
$2K +$293 +28 +11%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$1K -$4.93K -472 -77%
LF
57
Lee Financial
Texas
$1K – – –
Hotchkis & Wiley Capital Management
58
Hotchkis & Wiley Capital Management
California
– -$2.79M -215,477 Closed
Man Group
59
Man Group
United Kingdom
– -$2.64M -204,017 Closed
State Street
60
State Street
Massachusetts
– -$1.72M -132,752 Closed
Acadian Asset Management
61
Acadian Asset Management
Massachusetts
– -$716K -55,207 Closed
MSL
62
Mackay Shields LLC
New York
– -$691K -53,318 Closed
Ameriprise
63
Ameriprise
Minnesota
– -$569K -43,900 Closed
BCM
64
Bridgeway Capital Management
Texas
– -$543K -41,900 Closed
MAM
65
Martingale Asset Management
Massachusetts
– -$350K -27,004 Closed
SRAM
66
Stone Ridge Asset Management
New York
– -$338K -26,074 Closed
Tudor Investment Corp
67
Tudor Investment Corp
Connecticut
– -$298K -23,026 Closed
SEI Investments
68
SEI Investments
Pennsylvania
– -$231K -17,862 Closed
Bessemer Group
69
Bessemer Group
New Jersey
– -$171K -13,200 Closed
EGM
70
Engineers Gate Manager
New York
– -$167K -12,923 Closed
AllianceBernstein
71
AllianceBernstein
Tennessee
– -$158K -12,200 Closed
WG
72
Winton Group
United Kingdom
– -$152K -11,711 Closed
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
– -$146K -11,272 Closed
AG
74
Algert Global
California
– -$130K -10,050 Closed
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
– -$105K -8,100 Closed
1 2
3
4

NHTC Hedge Fund Activity: Q2 2019 in Review

57 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Natural Health Trends (NHTC) for Q2 2019, worth a combined $30.5M — down 54% from $66M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of NHTC and 9 opened new positions — a net loss of 15 holders — while 24 trimmed existing stakes and 16 added.

The largest buyer was Morgan Stanley, adding an estimated $2.6M. The largest seller was BlackRock, cutting an estimated $3.54M.

  • 57 institutional investors held Natural Health Trends (NHTC) as of Q2 2019, down from 74 in Q1 2019.
  • Funds reported $30.5M of Natural Health Trends stock for Q2 2019, down 54% quarter-over-quarter.
  • 9 funds opened new Natural Health Trends positions in Q2 2019 and 24 closed out, a net change of -15 holders.
  • The largest Natural Health Trends buyer in Q2 2019 was Morgan Stanley, an estimated $2.6M added.
  • The largest Natural Health Trends seller in Q2 2019 was BlackRock, an estimated $3.54M sold.

Based on aggregated 13F filings for Q2 2019.