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Nu Skin

225 hedge funds and large institutions have $4.17B invested in Nu Skin in 2014 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 84 increasing their positions, 68 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more capital invested

Capital invested by funds: $2.97B → $4.17B (+$1.2B)

24% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 68

7.36% more ownership

Funds ownership: 68.72%76.08% (+7.4%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

14% less call options, than puts

Call options by funds: $87.5M | Put options by funds: $101M

16% less funds holding

Funds holding: 267225 (-42)

51% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 77

Holders
225
Holders Change
-42
Holders Change %
-15.73%
% of All Funds
6.53%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
38
Increased
84
Reduced
68
Closed
77
Calls
$87.5M
Puts
$101M
Net Calls
-$13.7M
Net Calls Change
-$1.49M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Americafirst Capital Management
California
$2.14B +$2.53M +47,587 New
Capital World Investors
2
Capital World Investors
California
$174M +$66.7M +1,254,000 +48%
RA
3
Royce & Associates
New York
$165M +$9.73M +182,888 +5%
VVP
4
Vulcan Value Partners
Alabama
$162M +$115M +2,164,187 +189%
Vanguard Group
5
Vanguard Group
Pennsylvania
$159M +$1.32M +24,816 +0.7%
PGP
6
Prescott General Partners
Florida
$96M +$53.7M +1,009,293 +90%
LCP
7
Lombardia Capital Partners
California
$68.1M +$39.3M +739,002 +95%
AAMU
8
Amundi Asset Management US
Massachusetts
$66.7M +$25.1M +471,656 +47%
State Street
9
State Street
Massachusetts
$66.6M +$39.7M +746,487 +102%
BIT
10
BlackRock Institutional Trust
California
$65.5M -$1.36M -25,489 -2%
WA
11
Wasatch Advisors
Utah
$56.5M +$39.8M +747,098 +147%
William Blair & Company
12
William Blair & Company
Illinois
$52M +$61.5M +1,155,080 New
Fidelity Investments
13
Fidelity Investments
Massachusetts
$44.8M -$29M -544,527 -35%
Deutsche Bank
14
Deutsche Bank
Germany
$36.2M +$19.5M +367,219 +84%
FIM
15
Foresters Investment Management
New York
$35.5M -$500K -9,400 -1%
Norges Bank
16
Norges Bank
Norway
$30.7M -$12.8M -241,072 -26%
State of New Jersey Common Pension Fund D
17
State of New Jersey Common Pension Fund D
New Jersey
$29.7M +$14.9M +280,000 +74%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$27.5M +$2.59M +48,600 +9%
TCIM
19
TIAA CREF Investment Management
New York
$27M +$7.51M +141,143 +31%
Invesco
20
Invesco
Georgia
$25.3M +$16.6M +312,382 +126%
Teacher Retirement System of Texas
21
Teacher Retirement System of Texas
Texas
$20.5M +$7.45K +140 +0%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$20.1M -$3.12M -58,616 -12%
BFA
23
BlackRock Fund Advisors
California
$19.8M +$829K +15,576 +4%
Boston Partners
24
Boston Partners
Massachusetts
$19.2M +$12.6M +236,152 +124%
BA
25
BlackRock Advisors
Delaware
$18.9M +$3.56M +66,900 +19%

NUS Hedge Fund Activity: Q3 2014 in Review

225 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Nu Skin (NUS) for Q3 2014, worth a combined $4.17B — up 40% from $2.97B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of NUS and 38 opened new positions — a net loss of 39 holders — while 68 trimmed existing stakes and 84 added.

The largest buyer was Vulcan Value Partners, adding an estimated $115M. The largest seller was Emerging Sovereign Group, exiting entirely with an estimated $186M sold.

  • 225 institutional investors held Nu Skin (NUS) as of Q3 2014, down from 267 in Q2 2014.
  • Funds reported $4.17B of Nu Skin stock for Q3 2014, up 40% quarter-over-quarter.
  • 38 funds opened new Nu Skin positions in Q3 2014 and 77 closed out, a net change of -39 holders.
  • The largest Nu Skin buyer in Q3 2014 was Vulcan Value Partners, an estimated $115M added.
  • The largest Nu Skin seller in Q3 2014 was Emerging Sovereign Group, an estimated $186M sold.

Based on aggregated 13F filings for Q3 2014.