NATURES SUNSHINE PRODS INC NATR
COM · Common Stock · CUSIP 639027101
American multi-level marketing company
- SectorHealth care
- IndustryPharmaceutical Preparations
- HeadquartersLehi, UT
- Founded1972
- Websitenaturessunshine.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 19.1m as of 2023-07-21, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $13.65. Options: 1 managers hold calls ($0 notional), 1 hold puts ($0).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 81 |
| Q4 2022 | 83 |
| Q1 2023 | 80 |
| Q2 2023 | 82 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 34 | 39 |
| Q1 2023 | 37 | 39 |
| Q2 2023 | 30 | 34 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $0 | $0 | — |
| Q4 2022 | $2.5k | $1.7k | 0.67 |
| Q1 2023 | $47.3k | $3.0k | 0.06 |
| Q2 2023 | $0 | $0 | — |
Biggest buyers
| KENNEDY CAPITAL MANAGEMENT LLC | Added | +50.5k |
| DIMENSIONAL FUND ADVISORS LP | Added | +26.9k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Added | +23.7k |
| LOS ANGELES CAPITAL MANAGEMENT LLC | New | +23.4k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | Added | +20.7k |
| Dynamic Advisor Solutions LLC | New | +18.3k |
| Pacific Ridge Capital Partners, LLC | Added | +17.2k |
| STATE STREET CORP | Added | +16.2k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +15.0k |
| Man Group plc | New | +14.2k |
Biggest sellers
| STRS OHIO | Reduced | -100.0k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -66.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Reduced | -53.1k |
| Skylands Capital, LLC | Reduced | -29.9k |
| CM WEALTH ADVISORS LLC | Sold out | -29.5k |
| Atria Wealth Solutions, Inc. | Sold out | -17.3k |
| Boston Partners | Reduced | -17.0k |
| CITADEL ADVISORS LLC | Sold out | -14.9k |
| MILLENNIUM MANAGEMENT LLC | Sold out | -11.0k |
| BANK OF AMERICA CORP /DE/ | Reduced | -8.7k |
Biggest calls
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 13G · institution filed 2026-08-10 | 10.9% |
| DIMENSIONAL FUND ADVISORS LP 13G · institution new · filed 2025-10-09 | 5.2% |
Fell to 5% or below in the last year: BlackRock, Inc. (5.0%, 2026-10-27)
Insider purchases and sales in Q2 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 0 | — | — |
| Q1 2022 | 0 | — | 0 | — | — |
| Q2 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 1 | $40.7k | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 0 | — | 3 | $408.0k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-06-09 | Yates Bryant J EVP & President, Europe | Sold | $21.4k1.8k shares |
| 2023-06-08 | Yates Bryant J EVP & President, Europe | Sold | $31.6k2.6k shares |
| 2023-06-05 | Yates Bryant J EVP & President, Europe | Sold | $14.7k1.3k shares |
| 2023-06-02 | Norman Daniel C EVP & President, Asia | Sold | $6.9k622 shares |
| 2023-06-02 | Yates Bryant J EVP & President, Europe | Sold | $6.9k618 shares |
| 2023-06-01 | Yates Bryant J EVP & President, Europe | Sold | $18.5k1.6k shares |
| 2023-06-01 | Norman Daniel C EVP & President, Asia | Sold | $11.6k1.0k shares |
| 2023-05-25 | Norman Daniel C EVP & President, Asia | Sold | $108.4k9.7k shares |
| 2023-05-25 | Yates Bryant J EVP & President, Europe | Sold | $17.0k1.5k shares |
| 2023-05-24 | Norman Daniel C EVP & President, Asia | Sold | $18.0k1.6k shares |
| 2023-05-23 | Norman Daniel C EVP & President, Asia | Sold | $25.7k2.3k shares |
| 2023-05-22 | Norman Daniel C EVP & President, Asia | Sold | $2.3k206 shares |
| 2023-05-19 | Brower Nathan G EVP, General Counsel | Sold | $33.9k3.1k shares |
| 2023-05-18 | Brower Nathan G EVP, General Counsel | Sold | $91.0k8.3k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| Fosun International Ltd 5.60% of their portfolio | 2.9m $40.0m | Unchanged |
| WYNNEFIELD CAPITAL INC 16.88% of their portfolio | 2.5m $33.8m | Unchanged |
| Prescott Group Capital Management, L.L.C. 5.34% of their portfolio | 1.8m $24.3m | Unchanged |
| PARADIGM CAPITAL MANAGEMENT INC/NY 0.84% of their portfolio | 1.1m $14.8m | Unchanged |
| BlackRock Inc. 0.00% of their portfolio | 812.6k $11.1m | Added +1.7k |
| VANGUARD GROUP INC 0.00% of their portfolio | 633.4k $8.6m | Reduced -6.2k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 632.5k $8.6m | Added +26.9k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 523.9k $7.2m | Reduced -66.9k |
| ACADIAN ASSET MANAGEMENT LLC 0.03% of their portfolio | 493.8k $6.7m | Reduced -1.6k |
| Pacific Ridge Capital Partners, LLC 1.07% of their portfolio | 343.1k $4.7m | Added +17.2k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.10% of their portfolio | 312.5k $4.3m | Added +50.5k |
| Boston Partners 0.01% of their portfolio | 294.4k $4.0m | Reduced -17.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 260.3k $3.6m | Added +15.0k |
| STATE STREET CORP 0.00% of their portfolio | 221.7k $3.0m | Added +16.2k |
| MORGAN STANLEY 0.00% of their portfolio | 147.8k $2.0m | Added +1.3k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 125.6k $1.7m | Added +11.8k |
| Skylands Capital, LLC 0.23% of their portfolio | 116.3k $1.6m | Reduced -29.9k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 115.2k $1.6m | Reduced -1.5k |
| Ancora Advisors LLC 0.04% of their portfolio | 112.7k $1.5m | Unchanged |
| Tieton Capital Management, LLC 0.93% of their portfolio | 105.7k $1.4m | Reduced -685 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 72.7k $992.5k | Reduced -53.1k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 67.1k $916.1k | Reduced -4.1k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 49.1k $670.8k | Added +23.7k |
| MARTINGALE ASSET MANAGEMENT L P 0.01% of their portfolio | 48.4k $660.7k | Reduced -2.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 47.5k $648.5k | Reduced -8.7k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 45.6k $621.9k | Added +1.5k |
| Round Hill Asset Management 0.38% of their portfolio | 44.8k $611.1k | Reduced -225 |
| PANAGORA ASSET MANAGEMENT INC 0.00% of their portfolio | 43.0k $587.6k | Reduced -79 |
| STRS OHIO 0.00% of their portfolio | 41.3k $563.0k | Reduced -100.0k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.00% of their portfolio | 36.4k $496.7k | Added +7.7k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.01% of their portfolio | 35.1k $479.6k | Added +20.7k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 33.6k $458.0k | Reduced -4.0k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 28.6k $391.0k | Unchanged |
| Procyon Advisors, LLC 0.04% of their portfolio | 25.5k $347.6k | Reduced -4.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 24.2k $330.5k | Added +3.1k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 23.4k $319.5k | New |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 22.3k $304.4k | Unchanged |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 22.3k $304.4k | Reduced -4.5k |
| BARCLAYS PLC 0.00% of their portfolio | 21.8k $297.7k | Reduced -7.3k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 21.6k $294.9k | Added +6.0k |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 21.2k $290.0k | Added +1.8k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 20.1k $274.4k | Reduced -1.8k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 19.5k $266.8k | Reduced -1.2k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 19.1k $261.0k | Added +4.4k |
| Dynamic Advisor Solutions LLC 0.01% of their portfolio | 18.3k $249.4k | New |
| Man Group plc 0.00% of their portfolio | 14.2k $193.5k | New |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 13.2k $180.4k | Added +187 |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 12.2k $166.5k | Reduced -4.3k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 11.9k $163.0k | Reduced -6.0k |
| RITHOLTZ WEALTH MANAGEMENT 0.01% of their portfolio | 11.8k $161.7k | New |
| UBS Group AG 0.00% of their portfolio | 9.7k $132.2k | Added +3.0k |
| Allspring Global Investments Holdings, LLC 0.00% of their portfolio | 7.6k $103.8k | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 7.2k $97.9k | Reduced -1.1k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 7.1k $97.4k | Unchanged |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 6.5k $89.1k | Unchanged |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 6.3k $86.7k | Reduced -128 |
| DENALI ADVISORS LLC 0.03% of their portfolio | 5.8k $79.2k | Unchanged |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 5.6k $76.0k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 5.1k $69.7k | Added +2.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 4.4k $59.9k | Reduced -602 |
| CITIGROUP INC 0.00% of their portfolio | 3.9k $53.6k | Added +3.9k |
| Gladius Capital Management LP 0.02% of their portfolio | 3.4k $47.0k | Reduced -105 |
| Covestor Ltd 0.04% of their portfolio | 3.4k $47.0k | Added +2.9k |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 2.4k $32.4k | Added +2.4k |
| FMR LLC 0.00% of their portfolio | 1.8k $24.5k | Reduced -2.7k |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 1.5k $21.0k | New |
| AMALGAMATED BANK 0.00% of their portfolio | 1.3k $18.0k | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 1.2k $15.9k | Unchanged |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 1.0k $13.9k | Unchanged |
| Founders Capital Management 0.01% of their portfolio | 1.0k $13.7k | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 988 $13.5k | Reduced -110 |
| Metropolitan Life Insurance Co/NY 0.00% of their portfolio | 734 $10.0k | Unchanged |
| JFS WEALTH ADVISORS, LLC 0.00% of their portfolio | 726 $9.9k | Unchanged |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 606 $8.3k | Reduced -8.1k |
| CWM, LLC 0.00% of their portfolio | 210 $3.0k | Unchanged |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 158 $2.2k | Unchanged |
| Lindbrook Capital, LLC 0.00% of their portfolio | 50 $683 | Unchanged |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 47 $642 | Unchanged |
| 25 LLC 0.00% of their portfolio | 45 $612 | New |
| Glassman Wealth Services 0.00% of their portfolio | 44 $601 | Added +26 |
| HUNTINGTON NATIONAL BANK 0.00% of their portfolio | 1 $14 | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |