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Natural Health Trends

29 hedge funds and large institutions have $10.1M invested in Natural Health Trends in 2020 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more capital invested

Capital invested by funds: $6.32M → $10.1M (+$3.78M)

1.42% less ownership

Funds ownership: 16.84%15.43% (-1.4%)

6% less funds holding

Funds holding: 3129 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

59% less call options, than puts

Call options by funds: $146K | Put options by funds: $355K

85% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 13

Holders
29
Holders Change
-2
Holders Change %
-6.45%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
2
Reduced
13
Closed
4
Calls
$146K
Puts
$355K
Net Calls
-$209K
Net Calls Change
-$136K
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$5.19M +$106K +20,520 +2%
BlackRock
2
BlackRock
New York
$1.25M -$14.7K -2,844 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$691K
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$472K
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$402K -$202K -39,056 -36%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$367K
Two Sigma Advisers
7
Two Sigma Advisers
New York
$235K -$79.7K -15,400 -27%
Schroder Investment Management Group
8
Schroder Investment Management Group
United Kingdom
$222K
Morgan Stanley
9
Morgan Stanley
New York
$216K +$5.16K +998 +3%
DP
10
Denver PWM
Colorado
$206K
Millennium Management
11
Millennium Management
New York
$189K -$80.2K -15,499 -32%
California Public Employees Retirement System
12
California Public Employees Retirement System
California
$149K
Goldman Sachs
13
Goldman Sachs
New York
$105K -$19.8K -3,829 -17%
Northern Trust
14
Northern Trust
Illinois
$96K
Bank of New York Mellon
15
Bank of New York Mellon
New York
$90K
Two Sigma Investments
16
Two Sigma Investments
New York
$76K -$141K -27,178 -67%
JP Morgan Chase
17
JP Morgan Chase
New York
$47K -$74.9K -14,482 -64%
Wells Fargo
18
Wells Fargo
California
$26K -$4.2K -812 -15%
DA
19
Denali Advisors
California
$20K
Simplex Trading
20
Simplex Trading
Illinois
$20K +$18.7K +3,620 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$12K -$12.6K -2,433 -53%
UBS Group
22
UBS Group
Switzerland
$12K -$5.79K -1,119 -35%
TRCT
23
Tower Research Capital (TRC)
New York
$2K -$7.37K -1,424 -78%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$1K
LF
25
Lee Financial
Texas
$1K

NHTC Hedge Fund Activity: Q2 2020 in Review

29 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Natural Health Trends (NHTC) for Q2 2020, worth a combined $10.1M — up 60% from $6.32M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of NHTC and 2 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 2 added.

The largest buyer was Renaissance Technologies, adding an estimated $106K. The largest seller was D.E. Shaw & Co, cutting an estimated $202K.

  • 29 institutional investors held Natural Health Trends (NHTC) as of Q2 2020, down from 31 in Q1 2020.
  • Funds reported $10.1M of Natural Health Trends stock for Q2 2020, up 60% quarter-over-quarter.
  • 2 funds opened new Natural Health Trends positions in Q2 2020 and 4 closed out, a net change of -2 holders.
  • The largest Natural Health Trends buyer in Q2 2020 was Renaissance Technologies, an estimated $106K added.
  • The largest Natural Health Trends seller in Q2 2020 was D.E. Shaw & Co, an estimated $202K sold.

Based on aggregated 13F filings for Q2 2020.