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Natural Health Trends

21 hedge funds and large institutions have $8.09M invested in Natural Health Trends in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more call options, than puts

Call options by funds: $45K | Put options by funds: $17K

18% more capital invested

Capital invested by funds: $6.84M → $8.09M (+$1.26M)

0.36% more ownership

Funds ownership: 10.13%10.49% (+0.36%)

5% less funds holding

Funds holding: 2221 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
8
Closed
4
Calls
$45K
Puts
$17K
Net Calls
+$28K
Net Calls Change
+$17K
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$4.73M +$126K +20,177 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$762K
BlackRock
3
BlackRock
New York
$760K -$12.9K -2,068 -2%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$549K +$64.8K +10,380 +15%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$430K +$79.9K +12,800 +25%
State Street
6
State Street
Massachusetts
$158K -$11.9K -1,900 -7%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$121K +$113K +18,054 New
Citadel Advisors
8
Citadel Advisors
Florida
$118K +$62.5K +10,010 +133%
Northern Trust
9
Northern Trust
Illinois
$106K -$112 -18 -0.1%
BCA
10
Bay Colony Advisors
Massachusetts
$95.4K +$4.39K +703 +5%
HIC
11
Hartline Investment Corp
Illinois
$95.4K +$88.9K +14,241 New
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$78K -$14.1K -2,263 -16%
MWM
13
MBE Wealth Management
Wisconsin
$73.1K
TRCT
14
Tower Research Capital (TRC)
New York
$12K -$2.46K -395 -18%
Morgan Stanley
15
Morgan Stanley
New York
$5.8K -$5.29K -848 -49%
Simplex Trading
16
Simplex Trading
Illinois
$3K +$3.44K +551 New
Group One Trading
17
Group One Trading
Illinois
$1.08K
Osaic Holdings
18
Osaic Holdings
Arizona
$516
Wells Fargo
19
Wells Fargo
California
$369
Fidelity Investments
20
Fidelity Investments
Massachusetts
$115 -$6 -1 -6%
DP
21
Denver PWM
Colorado
-$143K -24,330 Closed
Bank of New York Mellon
22
Bank of New York Mellon
New York
-$71.9K -12,262 Closed
UBS Group
23
UBS Group
Switzerland
-$8.47K -1,446 Closed
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
-$949 -152 -93%
LF
25
Lee Financial
Texas
-$879 -150 Closed

NHTC Hedge Fund Activity: Q1 2024 in Review

21 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Natural Health Trends (NHTC) for Q1 2024, worth a combined $8.09M — up 18% from $6.84M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of NHTC and 3 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 5 added.

The largest buyer was Renaissance Technologies, adding an estimated $126K. The largest seller was Denver PWM, exiting entirely with an estimated $143K sold.

  • 21 institutional investors held Natural Health Trends (NHTC) as of Q1 2024, down from 22 in Q4 2023.
  • Funds reported $8.09M of Natural Health Trends stock for Q1 2024, up 18% quarter-over-quarter.
  • 3 funds opened new Natural Health Trends positions in Q1 2024 and 4 closed out, a net change of -1 holder.
  • The largest Natural Health Trends buyer in Q1 2024 was Renaissance Technologies, an estimated $126K added.
  • The largest Natural Health Trends seller in Q1 2024 was Denver PWM, an estimated $143K sold.

Based on aggregated 13F filings for Q1 2024.