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Nu Skin

240 hedge funds and large institutions have $2.71B invested in Nu Skin in 2016 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 82 increasing their positions, 74 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 24

34% more capital invested

Capital invested by funds: $2.02B → $2.71B (+$688M)

15% more funds holding

Funds holding: 208240 (+32)

11% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 74

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2.71% less ownership

Funds ownership: 78.3%75.59% (-2.7%)

75% less call options, than puts

Call options by funds: $24.1M | Put options by funds: $95.1M

Holders
240
Holders Change
+32
Holders Change %
+15.38%
% of All Funds
6.4%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
57
Increased
82
Reduced
74
Closed
24
Calls
$24.1M
Puts
$95.1M
Net Calls
-$71M
Net Calls Change
-$48.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$297M +$15.2M +269,540 +6%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$275M -$55.1M -979,496 -19%
BFA
3
BlackRock Fund Advisors
California
$274M +$8.05M +143,209 +4%
AL
4
AJO LP
Pennsylvania
$123M -$2.77M -49,185 -3%
William Blair Investment Management
5
William Blair Investment Management
Illinois
$106M +$1.39M +24,777 +2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$95.7M +$47.2M +839,725 +132%
BIT
7
BlackRock Institutional Trust
California
$87M -$3.37M -59,877 -4%
PGP
8
Prescott General Partners
Florida
$85.3M -$29.2M -519,681 -28%
AQR Capital Management
9
AQR Capital Management
Connecticut
$83.7M +$12M +212,691 +20%
First Trust Advisors
10
First Trust Advisors
Illinois
$59.5M -$40.5M -720,553 -44%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$58.8M +$14M +248,330 +38%
Goldman Sachs
12
Goldman Sachs
New York
$51.4M +$10.3M +183,862 +30%
State Street
13
State Street
Massachusetts
$50.8M -$322K -5,730 -0.7%
JP Morgan Chase
14
JP Morgan Chase
New York
$50.1M +$1.38M +24,512 +3%
Norges Bank
15
Norges Bank
Norway
$41.9M -$171K -3,033 -0.4%
Invesco
16
Invesco
Georgia
$36.9M -$43.2M -768,662 -57%
WA
17
Wasatch Advisors
Utah
$36.8M -$4M -71,181 -11%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$34.5M +$1.51M +26,870 +5%
Boston Partners
19
Boston Partners
Massachusetts
$33.7M +$2.01M +35,680 +7%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$31.7M -$49.5M -880,400 -64%
WRF
21
Waddell & Reed Financial
Kansas
$31.2M +$4.8M +85,413 +22%
Morgan Stanley
22
Morgan Stanley
New York
$27.6M +$15.6M +276,809 +186%
Ameriprise
23
Ameriprise
Minnesota
$26.7M -$3.5M -62,183 -13%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$23.8M +$333K +5,923 +2%
SCI
25
SkyBridge Capital II
New York
$23.6M +$1.95M +34,750 +11%

NUS Hedge Fund Activity: Q3 2016 in Review

240 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Nu Skin (NUS) for Q3 2016, worth a combined $2.71B — up 34% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new NUS positions and 24 closed out — a net gain of 33 holders — while 82 added to existing stakes and 74 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $47.2M. The largest seller was Fidelity Investments, cutting an estimated $55.1M.

  • 240 institutional investors held Nu Skin (NUS) as of Q3 2016, up from 208 in Q2 2016.
  • Funds reported $2.71B of Nu Skin stock for Q3 2016, up 34% quarter-over-quarter.
  • 57 funds opened new Nu Skin positions in Q3 2016 and 24 closed out, a net change of +33 holders.
  • The largest Nu Skin buyer in Q3 2016 was Wellington Management Group, an estimated $47.2M added.
  • The largest Nu Skin seller in Q3 2016 was Fidelity Investments, an estimated $55.1M sold.

Based on aggregated 13F filings for Q3 2016.