We are live on ! Find out more
USNA icon

Usana Health Sciences

169 hedge funds and large institutions have $655M invested in Usana Health Sciences in 2020 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 53 increasing their positions, 50 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 50

0.22% less ownership

Funds ownership: 52.84%52.61% (-0.22%)

6% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 32

3% less funds holding

Funds holding: 175169 (-6)

27% less capital invested

Capital invested by funds: $898M → $655M (-$243M)

94% less call options, than puts

Call options by funds: $805K | Put options by funds: $13.4M

Holders
169
Holders Change
-6
Holders Change %
-3.43%
% of All Funds
3.72%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
53
Reduced
50
Closed
32
Calls
$805K
Puts
$13.4M
Net Calls
-$12.6M
Net Calls Change
+$4.38M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
26
Invesco
Georgia
$3.57M +$1.88M +27,024 +78%
BIM
27
Bogle Investment Management
Massachusetts
$3.29M +$2.85M +40,939 +256%
Citadel Advisors
28
Citadel Advisors
Florida
$3.19M +$367K +5,272 +11%
N
29
Nuveen
North Carolina
$3.02M -$8.39M -120,677 -70%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$2.88M +$3.47M +49,939 New
WG
31
Winton Group
United Kingdom
$2.83M -$439K -6,305 -11%
JP Morgan Chase
32
JP Morgan Chase
New York
$2.67M -$3.51M -50,511 -52%
PPA
33
Parametric Portfolio Associates
Washington
$2.66M -$625K -8,989 -16%
AQR Capital Management
34
AQR Capital Management
Connecticut
$2.54M -$5.95M -85,492 -66%
MSL
35
Mackay Shields LLC
New York
$2.5M +$3.01M +43,300 New
American Century Companies
36
American Century Companies
Missouri
$2.44M +$2.93M +42,174 New
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$2.42M +$79.5K +1,143 +3%
Two Sigma Advisers
38
Two Sigma Advisers
New York
$2.38M +$522K +7,500 +22%
UBS Group
39
UBS Group
Switzerland
$2.36M -$1.04M -14,900 -27%
Skandinaviska Enskilda Banken (SEB)
40
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.32M
Deutsche Bank
41
Deutsche Bank
Germany
$2.25M +$2.02M +29,023 +290%
Legal & General Group
42
Legal & General Group
United Kingdom
$2.23M -$10.4K -150 -0.4%
Arrowstreet Capital
43
Arrowstreet Capital
Massachusetts
$2.21M +$2.66M +38,214 New
JIM
44
Jupiter Investment Management
United Kingdom
$2.21M -$2.9M -41,723 -52%
CEI
45
Clark Estates Inc
New York
$2.17M
Prudential Financial
46
Prudential Financial
New Jersey
$2.16M +$659K +9,480 +34%
Connor, Clark & Lunn Investment Management (CC&L)
47
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.03M +$2.45M +35,193 New
Wells Fargo
48
Wells Fargo
California
$1.89M +$545K +7,842 +31%
State of New Jersey Common Pension Fund D
49
State of New Jersey Common Pension Fund D
New Jersey
$1.72M
Public Sector Pension Investment Board (PSP Investments)
50
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.63M

USNA Hedge Fund Activity: Q1 2020 in Review

169 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Usana Health Sciences (USNA) for Q1 2020, worth a combined $655M — down 27% from $898M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of USNA and 30 opened new positions — a net loss of 2 holders — while 50 trimmed existing stakes and 53 added.

The largest buyer was Granite Investment Partners, opening a new position worth an estimated $4.62M. The largest seller was Nuveen, cutting an estimated $8.39M.

  • 169 institutional investors held Usana Health Sciences (USNA) as of Q1 2020, down from 175 in Q4 2019.
  • Funds reported $655M of Usana Health Sciences stock for Q1 2020, down 27% quarter-over-quarter.
  • 30 funds opened new Usana Health Sciences positions in Q1 2020 and 32 closed out, a net change of -2 holders.
  • The largest Usana Health Sciences buyer in Q1 2020 was Granite Investment Partners, an estimated $4.62M added.
  • The largest Usana Health Sciences seller in Q1 2020 was Nuveen, an estimated $8.39M sold.

Based on aggregated 13F filings for Q1 2020.