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Usana Health Sciences
USNA

198 hedge funds and large institutions have $1.12B invested in Usana Health Sciences in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 60 increasing their positions, 69 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 22

27% more capital invested

Capital invested by funds: $882M → $1.12B (+$240M)

4% more funds holding

Funds holding: 191 → 198 (+7)

1.04% more ownership

Funds ownership: 54.24% → 55.29% (+1%)

13% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 69

30% less call options, than puts

Call options by funds: $1.01M | Put options by funds: $1.45M

Holders
198
Holders Change
+7
Holders Change %
+3.66%
% of All Funds
3.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
60
Reduced
69
Closed
22
Calls
$1.01M
Puts
$1.45M
Net Calls
-$438K
Net Calls Change
-$322K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$27.6M
2
BlackRock
BlackRock
New York
+$8.23M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$6.13M
4
HA
Heartland Advisors
Wisconsin
+$4.55M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$3.74M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$14.1M
2
Goldman Sachs
Goldman Sachs
New York
-$7.55M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$5.87M
4
Lazard Asset Management
Lazard Asset Management
New York
-$4.92M
5
Norges Bank
Norges Bank
Norway
-$3.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
Assenagon Asset Management
26
Assenagon Asset Management
Luxembourg
$6.71M +$3.74M +41,105 +149%
Hotchkis & Wiley Capital Management
27
Hotchkis & Wiley Capital Management
California
$6.4M -$218K -2,398 -4%
Invesco
28
Invesco
Georgia
$6.3M +$1.1M +12,035 +23%
Ameriprise
29
Ameriprise
Minnesota
$6.28M -$62.8K -690 -1%
UBS Group
30
UBS Group
Switzerland
$5.28M +$260K +2,857 +6%
Two Sigma Advisers
31
Two Sigma Advisers
New York
$5.11M -$1.19M -13,100 -20%
HA
32
Heartland Advisors
Wisconsin
$4.88M +$4.55M +50,000 New
PPA
33
Parametric Portfolio Associates
Washington
$4.87M +$106K +1,168 +2%
JP Morgan Chase
34
JP Morgan Chase
New York
$4.54M -$802K -8,807 -16%
AllianceBernstein
35
AllianceBernstein
Tennessee
$4.54M – – –
Robeco Institutional Asset Management
36
Robeco Institutional Asset Management
Netherlands
$4.45M -$544K -5,981 -12%
SEI Investments
37
SEI Investments
Pennsylvania
$4.27M +$240K +2,637 +6%
AQR Capital Management
38
AQR Capital Management
Connecticut
$4.21M -$669K -7,351 -15%
Jacobs Levy Equity Management
39
Jacobs Levy Equity Management
New Jersey
$4.19M -$2.25M -24,725 -37%
CEI
40
Clark Estates Inc
New York
$4.05M +$364K +4,000 +11%
Legal & General Group
41
Legal & General Group
United Kingdom
$3.97M +$283K +3,106 +8%
Los Angeles Capital Management
42
Los Angeles Capital Management
California
$3.94M -$396K -4,348 -10%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$3.37M +$59.2K +650 +2%
American Century Companies
44
American Century Companies
Missouri
$2.92M +$247K +2,709 +10%
Swiss National Bank
45
Swiss National Bank
Switzerland
$2.82M +$36.4K +400 +1%
TD Asset Management
46
TD Asset Management
Ontario, Canada
$2.78M – – –
Bank of America
47
Bank of America
North Carolina
$2.55M +$975K +10,711 +69%
PGCM
48
Prescott Group Capital Management
Oklahoma
$2.54M +$2.37M +26,000 New
ETM
49
Euclidean Technologies Management
Washington
$2.44M – – –
Public Sector Pension Investment Board (PSP Investments)
50
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.41M -$163K -1,790 -7%
1
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USNA Hedge Fund Activity: Q1 2021 in Review

198 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Usana Health Sciences (USNA) for Q1 2021, worth a combined $1.12B — up 27% from $882M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new USNA positions and 22 closed out — a net gain of 9 holders — while 60 added to existing stakes and 69 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $27.6M. The largest seller was Renaissance Technologies, cutting an estimated $14.1M.

  • 198 institutional investors held Usana Health Sciences (USNA) as of Q1 2021, up from 191 in Q4 2020.
  • Funds reported $1.12B of Usana Health Sciences stock for Q1 2021, up 27% quarter-over-quarter.
  • 31 funds opened new Usana Health Sciences positions in Q1 2021 and 22 closed out, a net change of +9 holders.
  • The largest Usana Health Sciences buyer in Q1 2021 was Wellington Management Group, an estimated $27.6M added.
  • The largest Usana Health Sciences seller in Q1 2021 was Renaissance Technologies, an estimated $14.1M sold.

Based on aggregated 13F filings for Q1 2021.