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Natural Health Trends

23 hedge funds and large institutions have $6.25M invested in Natural Health Trends in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more funds holding

Funds holding: 2023 (+3)

0.01% less ownership

Funds ownership: 10.23%10.22% (-0.01%)

4% less capital invested

Capital invested by funds: $6.5M → $6.25M (-$255K)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

47% less call options, than puts

Call options by funds: $18K | Put options by funds: $34K

Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
8
Closed
Calls
$18K
Puts
$34K
Net Calls
-$16K
Net Calls Change
+$77K
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$3.62M -$51.6K -9,500 -1%
BlackRock
2
BlackRock
New York
$613K -$4.15K -763 -0.7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$590K
Geode Capital Management
4
Geode Capital Management
Massachusetts
$383K +$29.1K +5,358 +8%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$265K -$6.41K -1,179 -2%
State Street
6
State Street
Massachusetts
$136K -$19.5K -3,592 -12%
DP
7
Denver PWM
Colorado
$129K -$6.36K -1,170 -5%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$104K -$60.9K -11,208 -36%
Northern Trust
9
Northern Trust
Illinois
$84.3K
Bank of New York Mellon
10
Bank of New York Mellon
New York
$65.7K -$1.13K -208 -2%
BCA
11
Bay Colony Advisors
Massachusetts
$64.3K +$2.49K +458 +4%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$63K +$64K +11,769 New
MWM
13
MBE Wealth Management
Wisconsin
$58.3K +$2.2K +404 +4%
Citadel Advisors
14
Citadel Advisors
Florida
$41.9K +$42.6K +7,827 New
TRCT
15
Tower Research Capital (TRC)
New York
$14.1K +$3.6K +663 +33%
Group One Trading
16
Group One Trading
Illinois
$7.68K
Morgan Stanley
17
Morgan Stanley
New York
$6.66K -$544 -100 -7%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1K
LF
19
Lee Financial
Texas
$795
Osaic Holdings
20
Osaic Holdings
Arizona
$408 +$419 +77 New
Wells Fargo
21
Wells Fargo
California
$275
Fidelity Investments
22
Fidelity Investments
Massachusetts
$220 +$217 +40 +4,000%
Simplex Trading
23
Simplex Trading
Illinois
+$11 +2 +2%

NHTC Hedge Fund Activity: Q3 2023 in Review

23 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Natural Health Trends (NHTC) for Q3 2023, worth a combined $6.25M — down 3.9% from $6.5M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new NHTC positions and 0 closed out — a net gain of 3 holders — while 6 added to existing stakes and 8 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $64K. The largest seller was Acadian Asset Management, cutting an estimated $60.9K.

  • 23 institutional investors held Natural Health Trends (NHTC) as of Q3 2023, up from 20 in Q2 2023.
  • Funds reported $6.25M of Natural Health Trends stock for Q3 2023, down 3.9% quarter-over-quarter.
  • 3 funds opened new Natural Health Trends positions in Q3 2023 and 0 closed out, a net change of +3 holders.
  • The largest Natural Health Trends buyer in Q3 2023 was Susquehanna International Group, an estimated $64K added.
  • The largest Natural Health Trends seller in Q3 2023 was Acadian Asset Management, an estimated $60.9K sold.

Based on aggregated 13F filings for Q3 2023.