Natural Health Trends
NHTC
86 hedge funds and large institutions have $143M invested in Natural Health Trends in 2016 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 18 closing their positions.
56% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 18
32% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 22
13% more funds holding
Funds holding: 76 → 86 (+10)
8% more capital invested
Capital invested by funds: $133M → $143M (+$10.7M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
19% less call options, than puts
Call options by funds: $9.95M | Put options by funds: $12.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5.94M |
| 2 |
Renaissance Technologies
New York
|
+$4.78M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$3.75M |
| 4 |
RFC
Russell Frank Company
Seattle,
Washington
|
+$2.44M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$2.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIM
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
-$7.05M |
| 2 |
HCS
Harvest Capital Strategies
San Francisco,
California
|
-$2.68M |
| 3 |
Morgan Stanley
New York
|
-$2.68M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$1.78M |
| 5 |
TI
Turner Investments
Berwyn,
Pennsylvania
|
-$1.68M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CG
101
Cutler Group
San Francisco,
California
| – | -$2.71K | -100 | Closed |
|
|
IA
102
IFP Advisors
Tampa,
Florida
| – | -$3K | -85 | Closed |
|
|
AIA
103
Allegis Investment Advisors
Idaho Falls,
Idaho
| – | -$1K | -30 | Closed |
|
104
Barclays
London,
United Kingdom
| – | +$326 | +12 | New |
|
NHTC Hedge Fund Activity: Q1 2016 in Review
86 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Natural Health Trends (NHTC) for Q1 2016, worth a combined $143M — up 8% from $133M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new NHTC positions and 18 closed out — a net gain of 10 holders — while 29 added to existing stakes and 22 trimmed.
The largest buyer was Vanguard Group, adding an estimated $5.94M. The largest seller was Bogle Investment Management, exiting entirely with an estimated $7.05M sold.
- 86 institutional investors held Natural Health Trends (NHTC) as of Q1 2016, up from 76 in Q4 2015.
- Funds reported $143M of Natural Health Trends stock for Q1 2016, up 8% quarter-over-quarter.
- 28 funds opened new Natural Health Trends positions in Q1 2016 and 18 closed out, a net change of +10 holders.
- The largest Natural Health Trends buyer in Q1 2016 was Vanguard Group, an estimated $5.94M added.
- The largest Natural Health Trends seller in Q1 2016 was Bogle Investment Management, an estimated $7.05M sold.
Based on aggregated 13F filings for Q1 2016.