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Nu Skin

289 hedge funds and large institutions have $3.46B invested in Nu Skin in 2014 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 99 increasing their positions, 111 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.35% less ownership

Funds ownership: 72.33%70.99% (-1.3%)

11% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 111

13% less funds holding

Funds holding: 332289 (-43)

14% less call options, than puts

Call options by funds: $173M | Put options by funds: $202M

41% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 100

42% less capital invested

Capital invested by funds: $5.93B → $3.46B (-$2.48B)

58% less funds holding in top 10

Funds holding in top 10: 2410 (-14)

Holders
289
Holders Change
-43
Holders Change %
-12.95%
% of All Funds
8.35%
Holding in Top 10
10
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-58.33%
% of All Funds
0.29%
New
59
Increased
99
Reduced
111
Closed
100
Calls
$173M
Puts
$202M
Net Calls
-$29M
Net Calls Change
+$50.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$346M +$36.6M +416,589 +11%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$282M +$218M +2,480,094 +268%
ESG
3
Emerging Sovereign Group
New York
$187M +$199M +2,262,503 New
Capital World Investors
4
Capital World Investors
California
$167M +$28.9M +329,047 +20%
RA
5
Royce & Associates
New York
$159M -$23.1M -263,285 -12%
BIT
6
BlackRock Institutional Trust
California
$141M -$41.9M -476,843 -22%
PGP
7
Prescott General Partners
Florida
$92.9M +$48.8M +556,095 +98%
AAMU
8
Amundi Asset Management US
Massachusetts
$66.7M +$64.7M +736,283 +1,061%
FIM
9
Foresters Investment Management
New York
$65.8M +$12.1M +137,900 +21%
VVP
10
Vulcan Value Partners
Alabama
$59.9M +$63.5M +722,808 New
State Street
11
State Street
Massachusetts
$58.8M -$925K -10,530 -1%
EPCM
12
Eton Park Capital Management
New York
$55.7M +$59M +672,100 New
JP Morgan Chase
13
JP Morgan Chase
New York
$55M +$13.1M +149,093 +29%
LCP
14
Lombardia Capital Partners
California
$54.6M +$23.2M +263,989 +67%
Deutsche Bank
15
Deutsche Bank
Germany
$52.9M +$51.9M +590,720 +1,238%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$44.6M +$42.9M +488,125 +978%
SC
17
Sculptor Capital
New York
$44.1M -$49.3M -561,328 -51%
TCIM
18
TIAA CREF Investment Management
New York
$40.8M -$17.6M -200,550 -29%
Norges Bank
19
Norges Bank
Norway
$38.2M -$4.57M -52,015 -10%
WA
20
Wasatch Advisors
Utah
$38M +$13.8M +156,678 +52%
Teacher Retirement System of Texas
21
Teacher Retirement System of Texas
Texas
$37.8M -$2.34M -26,667 -6%
William Blair & Company
22
William Blair & Company
Illinois
$35.2M -$621K -7,075 -2%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$35.2M +$17.2M +195,481 +85%
BFA
24
BlackRock Fund Advisors
California
$34.2M -$2.35M -26,770 -6%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$34.1M +$32.3M +367,659 +844%

NUS Hedge Fund Activity: Q1 2014 in Review

289 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Nu Skin (NUS) for Q1 2014, worth a combined $3.46B — down 42% from $5.93B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of NUS and 59 opened new positions — a net loss of 41 holders — while 111 trimmed existing stakes and 99 added.

The largest buyer was Fidelity Investments, adding an estimated $218M. The largest seller was Viking Global Investors, exiting entirely with an estimated $292M sold.

  • 289 institutional investors held Nu Skin (NUS) as of Q1 2014, down from 332 in Q4 2013.
  • Funds reported $3.46B of Nu Skin stock for Q1 2014, down 42% quarter-over-quarter.
  • 59 funds opened new Nu Skin positions in Q1 2014 and 100 closed out, a net change of -41 holders.
  • The largest Nu Skin buyer in Q1 2014 was Fidelity Investments, an estimated $218M added.
  • The largest Nu Skin seller in Q1 2014 was Viking Global Investors, an estimated $292M sold.

Based on aggregated 13F filings for Q1 2014.