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Nu Skin

294 hedge funds and large institutions have $4.01B invested in Nu Skin in 2013 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 83 increasing their positions, 133 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 28

39% more call options, than puts

Call options by funds: $143M | Put options by funds: $103M

38% more capital invested

Capital invested by funds: $2.91B → $4.01B (+$1.1B)

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

10% more funds holding

Funds holding: 267294 (+27)

10.1% less ownership

Funds ownership: 81.45%71.34% (-10%)

38% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 133

Holders
294
Holders Change
+27
Holders Change %
+10.11%
% of All Funds
9.53%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.39%
New
57
Increased
83
Reduced
133
Closed
28
Calls
$143M
Puts
$103M
Net Calls
+$40.2M
Net Calls Change
-$8.26M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$385M -$241M -2,839,744 -41%
Vanguard Group
2
Vanguard Group
Pennsylvania
$356M +$11M +129,514 +4%
AL
3
AJO LP
Pennsylvania
$191M +$156M +1,837,150 +1,148%
LCOV
4
London Company of Virginia
Virginia
$184M +$3.81M +44,924 +2%
BIT
5
BlackRock Institutional Trust
California
$134M +$7.82M +92,168 +7%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$130M -$37.1M -437,217 -24%
Capital World Investors
7
Capital World Investors
California
$123M +$50.9M +600,000 +87%
O
8
OppenheimerFunds
New York
$86M -$13.4M -157,876 -15%
William Blair & Company
9
William Blair & Company
Illinois
$72.5M -$18.1M -212,857 -22%
JP Morgan Chase
10
JP Morgan Chase
New York
$68.6M +$13.9M +163,359 +30%
FIM
11
Foresters Investment Management
New York
$68M -$4.5M -53,000 -7%
State Street
12
State Street
Massachusetts
$65.2M -$10.4M -122,905 -15%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$64.1M -$75.7M -892,192 -57%
Bank of America
14
Bank of America
North Carolina
$62.1M +$17.3M +204,058 +46%
LCP
15
Lombardia Capital Partners
California
$62M -$31.2M -367,866 -36%
CPIM
16
Columbia Partners Investment Management
Virginia
$61.4M -$6.95M -81,865 -11%
TCIM
17
TIAA CREF Investment Management
New York
$57.4M -$13.2M -155,034 -21%
Viking Global Investors
18
Viking Global Investors
Connecticut
$56M +$49.6M +584,711 New
Ninety One (UK)
19
Ninety One (UK)
United Kingdom
$54.6M -$22.5M -264,773 -32%
SC
20
Sculptor Capital
New York
$52.9M +$46.9M +552,650 New
Renaissance Technologies
21
Renaissance Technologies
New York
$51.6M -$9.63M -113,500 -17%
Norges Bank
22
Norges Bank
Norway
$50.3M
Teacher Retirement System of Texas
23
Teacher Retirement System of Texas
Texas
$46.6M -$40.5M -476,831 -49%
Wells Fargo
24
Wells Fargo
California
$43.4M -$16.9M -198,604 -30%
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$41.4M -$54.5M -641,637 -60%

NUS Hedge Fund Activity: Q3 2013 in Review

294 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Nu Skin (NUS) for Q3 2013, worth a combined $4.01B — up 38% from $2.91B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new NUS positions and 28 closed out — a net gain of 29 holders — while 83 added to existing stakes and 133 trimmed.

The largest buyer was AJO LP, adding an estimated $156M. The largest seller was Royce & Associates, cutting an estimated $241M.

  • 294 institutional investors held Nu Skin (NUS) as of Q3 2013, up from 267 in Q2 2013.
  • Funds reported $4.01B of Nu Skin stock for Q3 2013, up 38% quarter-over-quarter.
  • 57 funds opened new Nu Skin positions in Q3 2013 and 28 closed out, a net change of +29 holders.
  • The largest Nu Skin buyer in Q3 2013 was AJO LP, an estimated $156M added.
  • The largest Nu Skin seller in Q3 2013 was Royce & Associates, an estimated $241M sold.

Based on aggregated 13F filings for Q3 2013.