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Usana Health Sciences

191 hedge funds and large institutions have $882M invested in Usana Health Sciences in 2020 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 61 increasing their positions, 70 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $871M → $882M (+$11.4M)

1% less funds holding

Funds holding: 192191 (-1)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

2.29% less ownership

Funds ownership: 56.54%54.24% (-2.3%)

13% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 70

20% less call options, than puts

Call options by funds: $477K | Put options by funds: $593K

Holders
191
Holders Change
-1
Holders Change %
-0.52%
% of All Funds
3.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
61
Reduced
70
Closed
17
Calls
$477K
Puts
$593K
Net Calls
-$116K
Net Calls Change
-$521K
Name Holding Trade Value Shares
Change
Change in
Stake
Jacobs Levy Equity Management
26
Jacobs Levy Equity Management
New Jersey
$5.21M -$1.81M -23,442 -26%
Lazard Asset Management
27
Lazard Asset Management
New York
$5.06M +$857K +11,085 +20%
Two Sigma Advisers
28
Two Sigma Advisers
New York
$5.04M +$294K +3,800 +6%
Ameriprise
29
Ameriprise
Minnesota
$5.02M -$71.3K -922 -1%
Two Sigma Investments
30
Two Sigma Investments
New York
$4.62M +$1.58M +20,446 +52%
Citadel Advisors
31
Citadel Advisors
Florida
$4.27M +$624K +8,071 +17%
JP Morgan Chase
32
JP Morgan Chase
New York
$4.26M +$310K +4,006 +8%
Invesco
33
Invesco
Georgia
$4.05M -$504K -6,510 -11%
Robeco Institutional Asset Management
34
Robeco Institutional Asset Management
Netherlands
$3.98M -$704K -9,098 -15%
UBS Group
35
UBS Group
Switzerland
$3.95M +$3.23M +41,776 +441%
AQR Capital Management
36
AQR Capital Management
Connecticut
$3.89M +$69.4K +897 +2%
PPA
37
Parametric Portfolio Associates
Washington
$3.76M +$324K +4,185 +9%
AllianceBernstein
38
AllianceBernstein
Tennessee
$3.58M +$673K +8,696 +23%
Deutsche Bank
39
Deutsche Bank
Germany
$3.52M +$1.58M +20,464 +81%
Los Angeles Capital Management
40
Los Angeles Capital Management
California
$3.45M -$22.5K -291 -0.6%
SEI Investments
41
SEI Investments
Pennsylvania
$3.43M +$200K +2,587 +6%
MCM
42
Matarin Capital Management
New York
$3.18M -$1.63M -21,065 -34%
KBC Group
43
KBC Group
Belgium
$3.12M
Legal & General Group
44
Legal & General Group
United Kingdom
$2.9M -$100K -1,294 -3%
CEI
45
Clark Estates Inc
New York
$2.89M
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$2.61M -$15.4K -199 -0.6%
MSL
47
Mackay Shields LLC
New York
$2.29M +$828K +10,700 +56%
TD Asset Management
48
TD Asset Management
Ontario, Canada
$2.2M -$2.2M -28,500 -50%
Swiss National Bank
49
Swiss National Bank
Switzerland
$2.2M -$30.9K -400 -1%
Assenagon Asset Management
50
Assenagon Asset Management
Luxembourg
$2.13M +$207K +2,670 +11%

USNA Hedge Fund Activity: Q4 2020 in Review

191 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Usana Health Sciences (USNA) for Q4 2020, worth a combined $882M — up 1.3% from $871M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of USNA and 16 opened new positions — a net loss of 1 holder — while 70 trimmed existing stakes and 61 added.

The largest buyer was Morgan Stanley, adding an estimated $5.8M. The largest seller was Norges Bank, cutting an estimated $8.31M.

  • 191 institutional investors held Usana Health Sciences (USNA) as of Q4 2020, down from 192 in Q3 2020.
  • Funds reported $882M of Usana Health Sciences stock for Q4 2020, up 1.3% quarter-over-quarter.
  • 16 funds opened new Usana Health Sciences positions in Q4 2020 and 17 closed out, a net change of -1 holder.
  • The largest Usana Health Sciences buyer in Q4 2020 was Morgan Stanley, an estimated $5.8M added.
  • The largest Usana Health Sciences seller in Q4 2020 was Norges Bank, an estimated $8.31M sold.

Based on aggregated 13F filings for Q4 2020.