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Nu Skin

332 hedge funds and large institutions have $5.93B invested in Nu Skin in 2013 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 99 increasing their positions, 141 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 31

100% more funds holding in top 10

Funds holding in top 10: 1224 (+12)

48% more capital invested

Capital invested by funds: $4.01B → $5.93B (+$1.93B)

13% more funds holding

Funds holding: 294332 (+38)

0.99% more ownership

Funds ownership: 71.34%72.33% (+0.99%)

30% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 141

41% less call options, than puts

Call options by funds: $113M | Put options by funds: $192M

Holders
332
Holders Change
+38
Holders Change %
+12.93%
% of All Funds
9.64%
Holding in Top 10
24
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+100%
% of All Funds
0.7%
New
71
Increased
99
Reduced
141
Closed
31
Calls
$113M
Puts
$192M
Net Calls
-$79.1M
Net Calls Change
-$119M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$520M +$5.82M +49,469 +1%
RA
2
Royce & Associates
New York
$302M -$215M -1,829,697 -46%
BIT
3
BlackRock Institutional Trust
California
$301M +$91.2M +774,242 +55%
Viking Global Investors
4
Viking Global Investors
Connecticut
$292M +$180M +1,525,000 +261%
Capital World Investors
5
Capital World Investors
California
$232M +$46.4M +393,953 +31%
AL
6
AJO LP
Pennsylvania
$220M -$47.7M -405,350 -20%
SC
7
Sculptor Capital
New York
$151M +$63.7M +540,678 +98%
Bank of Nova Scotia
8
Bank of Nova Scotia
Ontario, Canada
$139M +$98.3M +835,212 +491%
CGM
9
Capital Growth Management
Massachusetts
$129M +$110M +933,800 New
Fidelity Investments
10
Fidelity Investments
Massachusetts
$128M -$50.9M -432,603 -32%
State Street
11
State Street
Massachusetts
$99.5M +$4.54M +38,561 +6%
Bank of America
12
Bank of America
North Carolina
$98.6M +$7.68M +65,261 +10%
TCIM
13
TIAA CREF Investment Management
New York
$95.8M +$11M +93,674 +16%
FIM
14
Foresters Investment Management
New York
$90.6M -$6.4M -54,325 -8%
PGP
15
Prescott General Partners
Florida
$78.2M +$35M +297,161 +111%
Ninety One (UK)
16
Ninety One (UK)
United Kingdom
$76.8M -$1.67M -14,143 -2%
JP Morgan Chase
17
JP Morgan Chase
New York
$71.2M -$23.7M -200,991 -28%
Norges Bank
18
Norges Bank
Norway
$70.9M -$1.5M -12,721 -2%
LCOV
19
London Company of Virginia
Virginia
$68.7M -$167M -1,421,755 -74%
Teacher Retirement System of Texas
20
Teacher Retirement System of Texas
Texas
$66.7M -$562K -4,774 -1%
CPIM
21
Columbia Partners Investment Management
Virginia
$66M -$19.3M -163,575 -26%
NI
22
Numeric Investors
Massachusetts
$64.5M +$17M +144,079 +45%
Wells Fargo
23
Wells Fargo
California
$64M +$1.2M +10,191 +2%
O
24
OppenheimerFunds
New York
$63M -$52.1M -442,298 -49%
Grantham, Mayo, Van Otterloo & Co (GMO)
25
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$61.9M +$51.1M +433,789 +3,128%

NUS Hedge Fund Activity: Q4 2013 in Review

332 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Nu Skin (NUS) for Q4 2013, worth a combined $5.93B — up 48% from $4.01B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new NUS positions and 31 closed out — a net gain of 40 holders — while 99 added to existing stakes and 141 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $180M. The largest seller was Royce & Associates, cutting an estimated $215M.

  • 332 institutional investors held Nu Skin (NUS) as of Q4 2013, up from 294 in Q3 2013.
  • Funds reported $5.93B of Nu Skin stock for Q4 2013, up 48% quarter-over-quarter.
  • 71 funds opened new Nu Skin positions in Q4 2013 and 31 closed out, a net change of +40 holders.
  • The largest Nu Skin buyer in Q4 2013 was Viking Global Investors, an estimated $180M added.
  • The largest Nu Skin seller in Q4 2013 was Royce & Associates, an estimated $215M sold.

Based on aggregated 13F filings for Q4 2013.