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Nu Skin

203 hedge funds and large institutions have $2.72B invested in Nu Skin in 2015 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 69 increasing their positions, 76 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

2% less capital invested

Capital invested by funds: $2.78B → $2.72B (-$62M)

9% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 76

1.23% less ownership

Funds ownership: 77.25%76.02% (-1.2%)

4% less funds holding

Funds holding: 211203 (-8)

19% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 37

47% less call options, than puts

Call options by funds: $44.3M | Put options by funds: $83.2M

Holders
203
Holders Change
-8
Holders Change %
-3.79%
% of All Funds
5.41%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.16%
New
30
Increased
69
Reduced
76
Closed
37
Calls
$44.3M
Puts
$83.2M
Net Calls
-$38.8M
Net Calls Change
-$33M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$351M +$264M +5,178,464 +802%
Capital World Investors
2
Capital World Investors
California
$293M
Vanguard Group
3
Vanguard Group
Pennsylvania
$211M -$10M -196,647 -5%
Invesco
4
Invesco
Georgia
$147M +$19.6M +385,363 +19%
VVP
5
Vulcan Value Partners
Alabama
$143M -$114M -2,248,909 -49%
PGP
6
Prescott General Partners
Florida
$141M -$10.6M -207,455 -8%
RA
7
Royce & Associates
New York
$138M -$119M -2,340,129 -51%
William Blair & Company
8
William Blair & Company
Illinois
$110M +$5.46M +107,214 +6%
BIT
9
BlackRock Institutional Trust
California
$85.9M +$1.33M +26,220 +2%
AAMU
10
Amundi Asset Management US
Massachusetts
$59.1M +$13.1M +256,477 +35%
O
11
OppenheimerFunds
New York
$55.4M +$35.2M +691,054 +301%
WA
12
Wasatch Advisors
Utah
$54.6M -$13.3M -261,161 -22%
FIM
13
Foresters Investment Management
New York
$54.4M +$2.93M +57,600 +7%
Ameriprise
14
Ameriprise
Minnesota
$50.9M +$18.4M +361,572 +75%
Norges Bank
15
Norges Bank
Norway
$45.9M +$1.01M +19,866 +3%
State Street
16
State Street
Massachusetts
$41.7M -$2.91M -57,164 -8%
TCP
17
TAMRO Capital Partners
Virginia
$39.2M +$11.9M +232,803 +56%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$30.1M +$160K +3,135 +0.6%
BFA
19
BlackRock Fund Advisors
California
$29.4M +$150K +2,944 +0.6%
Goldman Sachs
20
Goldman Sachs
New York
$26.5M +$12.3M +240,744 +121%
TCIM
21
TIAA CREF Investment Management
New York
$26.5M -$4.25M -83,400 -16%
Balyasny Asset Management
22
Balyasny Asset Management
Illinois
$25.4M +$21.5M +422,512 New
Wellington Management Group
23
Wellington Management Group
Massachusetts
$24.7M +$4.8M +94,326 +30%
LCP
24
Lombardia Capital Partners
California
$24.4M -$7.75M -152,336 -27%
Boston Partners
25
Boston Partners
Massachusetts
$23.2M -$793K -15,572 -4%

NUS Hedge Fund Activity: Q1 2015 in Review

203 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Nu Skin (NUS) for Q1 2015, worth a combined $2.72B — down 2.2% from $2.78B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of NUS and 30 opened new positions — a net loss of 7 holders — while 76 trimmed existing stakes and 69 added.

The largest buyer was Fidelity Investments, adding an estimated $264M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $781M sold.

  • 203 institutional investors held Nu Skin (NUS) as of Q1 2015, down from 211 in Q4 2014.
  • Funds reported $2.72B of Nu Skin stock for Q1 2015, down 2.2% quarter-over-quarter.
  • 30 funds opened new Nu Skin positions in Q1 2015 and 37 closed out, a net change of -7 holders.
  • The largest Nu Skin buyer in Q1 2015 was Fidelity Investments, an estimated $264M added.
  • The largest Nu Skin seller in Q1 2015 was Americafirst Capital Management, an estimated $781M sold.

Based on aggregated 13F filings for Q1 2015.