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Nu Skin

211 hedge funds and large institutions have $2.78B invested in Nu Skin in 2014 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 72 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.17% more ownership

Funds ownership: 76.08%77.25% (+1.2%)

4% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 72

6% less call options, than puts

Call options by funds: $95.5M | Put options by funds: $101M

6% less funds holding

Funds holding: 225211 (-14)

24% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 45

33% less capital invested

Capital invested by funds: $4.17B → $2.78B (-$1.39B)

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
211
Holders Change
-14
Holders Change %
-6.22%
% of All Funds
5.63%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.05%
New
34
Increased
75
Reduced
72
Closed
45
Calls
$95.5M
Puts
$101M
Net Calls
-$5.85M
Net Calls Change
+$7.82M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Americafirst Capital Management
California
$781M -$1.31M -29,713 -62%
Capital World Investors
2
Capital World Investors
California
$213M +$44.2M +1,000,000 +26%
RA
3
Royce & Associates
New York
$202M +$42.4M +960,586 +26%
VVP
4
Vulcan Value Partners
Alabama
$202M +$57.9M +1,310,252 +40%
Vanguard Group
5
Vanguard Group
Pennsylvania
$162M +$7.51M +170,112 +5%
PGP
6
Prescott General Partners
Florida
$112M +$18.8M +426,347 +20%
Invesco
7
Invesco
Georgia
$89.8M +$66M +1,494,967 +267%
William Blair & Company
8
William Blair & Company
Illinois
$75.5M +$25.2M +571,739 +49%
BIT
9
BlackRock Institutional Trust
California
$61.2M -$2.37M -53,762 -4%
WA
10
Wasatch Advisors
Utah
$51M -$3.85M -87,300 -7%
FIM
11
Foresters Investment Management
New York
$37M +$2.56M +57,900 +7%
State Street
12
State Street
Massachusetts
$32.8M -$32.2M -728,894 -49%
Norges Bank
13
Norges Bank
Norway
$32.5M +$2.75M +62,358 +9%
AAMU
14
Amundi Asset Management US
Massachusetts
$31.7M -$33.4M -755,892 -51%
Deutsche Bank
15
Deutsche Bank
Germany
$30.3M -$4.92M -111,469 -14%
OCAM
16
Owl Creek Asset Management
New York
$29.7M +$19.8M +449,044 +194%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$28.2M -$15.4M -349,701 -35%
LCP
18
Lombardia Capital Partners
California
$24.4M -$42.2M -955,932 -63%
TCIM
19
TIAA CREF Investment Management
New York
$22.9M -$3.39M -76,804 -13%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$21.7M +$9.62M +217,910 +78%
BFA
21
BlackRock Fund Advisors
California
$21.2M +$1.98M +44,820 +10%
Ameriprise
22
Ameriprise
Minnesota
$21.1M +$21.3M +481,782 +24,419%
AII
23
AGF Investments Inc
Ontario, Canada
$19M +$5.79M +131,190 +43%
ARC
24
Absolute Return Capital
Massachusetts
$19M +$19.2M +434,412 New
TCP
25
TAMRO Capital Partners
Virginia
$18.3M +$4.48M +101,422 +32%

NUS Hedge Fund Activity: Q4 2014 in Review

211 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Nu Skin (NUS) for Q4 2014, worth a combined $2.78B — down 33% from $4.17B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of NUS and 34 opened new positions — a net loss of 11 holders — while 72 trimmed existing stakes and 75 added.

The largest buyer was Invesco, adding an estimated $66M. The largest seller was Lombardia Capital Partners, cutting an estimated $42.2M.

  • 211 institutional investors held Nu Skin (NUS) as of Q4 2014, down from 225 in Q3 2014.
  • Funds reported $2.78B of Nu Skin stock for Q4 2014, down 33% quarter-over-quarter.
  • 34 funds opened new Nu Skin positions in Q4 2014 and 45 closed out, a net change of -11 holders.
  • The largest Nu Skin buyer in Q4 2014 was Invesco, an estimated $66M added.
  • The largest Nu Skin seller in Q4 2014 was Lombardia Capital Partners, an estimated $42.2M sold.

Based on aggregated 13F filings for Q4 2014.