Nu Skin
NUS
208 hedge funds and large institutions have $2.02B invested in Nu Skin in 2016 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 67 increasing their positions, 72 reducing their positions, and 29 closing their positions.
41% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 29
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
16% more capital invested
Capital invested by funds: $1.75B → $2.02B (+$274M)
6% more funds holding
Funds holding: 197 → 208 (+11)
7% less repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 72
3.93% less ownership
Funds ownership: 82.23% → 78.3% (-3.9%)
61% less call options, than puts
Call options by funds: $14.4M | Put options by funds: $36.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$25.7M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$25.4M |
| 3 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$15.9M |
| 4 |
SCI
SkyBridge Capital II
New York
|
+$13.3M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$10.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$88M |
| 2 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$69.7M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$18.9M |
| 4 |
William Blair Investment Management
Chicago,
Illinois
|
-$15.9M |
| 5 |
RA
Royce & Associates
New York
|
-$14.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
Franklin Resources
San Mateo,
California
| – | -$355K | -9,285 | Closed |
|
227
Two Sigma Investments
New York
| – | -$355K | -9,279 | Closed |
|
|
PTC
228
Petrus Trust Company
Dallas,
Texas
| – | -$333K | -8,699 | Closed |
|
|
PL
229
Parkwood LLC
Cleveland,
Ohio
| – | -$302K | -7,898 | Closed |
|
|
QT
230
Quantbot Technologies
New York
| – | -$240K | -6,289 | Closed |
|
231
Nomura Holdings
Tokyo,
Japan
| – | -$233K | -6,100 | Closed |
|
|
HIMCH
232
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| – | -$214K | -5,603 | Closed |
|
|
PG
233
PEAK6 Group
Chicago,
Illinois
| – | -$209K | -5,200 | Closed |
|
|
TRCT
234
Tower Research Capital (TRC)
New York
| – | -$170K | -4,454 | Closed |
|
|
JWA
235
JFS Wealth Advisors
Hermitage,
Pennsylvania
| – | -$49K | -1,283 | Closed |
|
236
Walleye Trading
New York
| – | -$46K | -1,141 | Closed |
|
|
ST
237
Spot Trading
Chicago,
Illinois
| – | -$16K | -416 | Closed |
|
NUS Hedge Fund Activity: Q2 2016 in Review
208 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Nu Skin (NUS) for Q2 2016, worth a combined $2.02B — up 16% from $1.75B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new NUS positions and 29 closed out — a net gain of 12 holders — while 67 added to existing stakes and 72 trimmed.
The largest buyer was Wellington Management Group, opening a new position worth an estimated $25.7M. The largest seller was Invesco, cutting an estimated $88M.
- 208 institutional investors held Nu Skin (NUS) as of Q2 2016, up from 197 in Q1 2016.
- Funds reported $2.02B of Nu Skin stock for Q2 2016, up 16% quarter-over-quarter.
- 41 funds opened new Nu Skin positions in Q2 2016 and 29 closed out, a net change of +12 holders.
- The largest Nu Skin buyer in Q2 2016 was Wellington Management Group, an estimated $25.7M added.
- The largest Nu Skin seller in Q2 2016 was Invesco, an estimated $88M sold.
Based on aggregated 13F filings for Q2 2016.