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Natural Health Trends

19 hedge funds and large institutions have $5.86M invested in Natural Health Trends in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more capital invested

Capital invested by funds: $3.98M → $5.86M (+$1.88M)

0% more funds holding

Funds holding: 1919 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0.32% less ownership

Funds ownership: 10.59%10.27% (-0.32%)

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

96% less call options, than puts

Call options by funds: $4K | Put options by funds: $112K

Holders
19
Holders Change
Holders Change %
0%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
3
Reduced
4
Closed
4
Calls
$4K
Puts
$112K
Net Calls
-$108K
Net Calls Change
-$134K
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$3.46M -$91.9K -18,567 -3%
BlackRock
2
BlackRock
New York
$558K +$2.58K +522 +0.5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$550K
Geode Capital Management
4
Geode Capital Management
Massachusetts
$327K +$10 +2 +0%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$222K -$11.5K -2,323 -5%
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$203K
DP
7
Denver PWM
Colorado
$149K
State Street
8
State Street
Massachusetts
$143K
Northern Trust
9
Northern Trust
Illinois
$78.8K -$1.86K -376 -2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$62.5K
MWM
11
MBE Wealth Management
Wisconsin
$50.1K +$50.2K +10,138 New
Morgan Stanley
12
Morgan Stanley
New York
$22.5K -$4.16K -841 -16%
TRCT
13
Tower Research Capital (TRC)
New York
$20K +$3.99K +806 +24%
Group One Trading
14
Group One Trading
Illinois
$19.8K +$19.8K +4,000 New
UBS Group
15
UBS Group
Switzerland
$3.44K +$3.44K +696 New
LF
16
Lee Financial
Texas
$741
Wells Fargo
17
Wells Fargo
California
$240
Fidelity Investments
18
Fidelity Investments
Massachusetts
$5
Citadel Advisors
19
Citadel Advisors
Florida
-$64.4K -18,935 Closed
JP Morgan Chase
20
JP Morgan Chase
New York
-$5K -1,451 Closed
IA
21
IFP Advisors
Florida
-$4K -200 Closed
MWM
22
MinichMacGregor Wealth Management
New York
-$680 -200 Closed
Simplex Trading
23
Simplex Trading
Illinois
+$826 +167 New

NHTC Hedge Fund Activity: Q1 2023 in Review

19 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Natural Health Trends (NHTC) for Q1 2023, worth a combined $5.86M — up 47% from $3.98M a quarter earlier.

Fund positioning in NHTC was balanced in Q1 2023: 4 funds opened new positions, 4 closed out, 3 added to existing stakes and 4 trimmed.

The largest buyer was MBE Wealth Management, opening a new position worth an estimated $50.2K. The largest seller was Renaissance Technologies, cutting an estimated $91.9K.

  • 19 institutional investors held Natural Health Trends (NHTC) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $5.86M of Natural Health Trends stock for Q1 2023, up 47% quarter-over-quarter.
  • 4 funds opened new Natural Health Trends positions in Q1 2023 and 4 closed out, a net change of 0 holders.
  • The largest Natural Health Trends buyer in Q1 2023 was MBE Wealth Management, an estimated $50.2K added.
  • The largest Natural Health Trends seller in Q1 2023 was Renaissance Technologies, an estimated $91.9K sold.

Based on aggregated 13F filings for Q1 2023.