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Usana Health Sciences
USNA

160 hedge funds and large institutions have $602M invested in Usana Health Sciences in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 52 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more call options, than puts

Call options by funds: $374K | Put options by funds: $88K

0.16% less ownership

Funds ownership: 53.16% → 53% (-0.16%)

5% less funds holding

Funds holding: 169 → 160 (-9)

7% less capital invested

Capital invested by funds: $647M → $602M (-$44.8M)

26% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 70

50% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 18

Holders
160
Holders Change
-9
Holders Change %
-5.33%
% of All Funds
2.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
52
Reduced
70
Closed
18
Calls
$374K
Puts
$88K
Net Calls
+$286K
Net Calls Change
-$313K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.32M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
+$3.74M
3
WCF
West Coast Financial
California
+$2.63M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$2.41M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.39M

Top Sellers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$4.71M
2
Man Group
Man Group
United Kingdom
-$2.67M
3
BlackRock
BlackRock
New York
-$2.5M
4
BA
Bridgewater Associates
Connecticut
-$2.25M
5
Deutsche Bank
Deutsche Bank
Germany
-$1.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
DA
26
Denali Advisors
California
$2.76M +$425K +6,800 +17%
Two Sigma Advisers
27
Two Sigma Advisers
New York
$2.58M +$1.01M +16,200 +58%
Man Group
28
Man Group
United Kingdom
$2.52M -$2.67M -42,746 Closed
AllianceBernstein
29
AllianceBernstein
Tennessee
$2.5M -$20.3K -325 -0.8%
WCF
30
West Coast Financial
California
$2.47M +$2.63M +42,121 New
Citadel Advisors
31
Citadel Advisors
Florida
$2.38M +$1.38M +21,996 +118%
SEI Investments
32
SEI Investments
Pennsylvania
$2.32M -$94.1K -1,505 -4%
AQR Capital Management
33
AQR Capital Management
Connecticut
$2.31M -$518K -8,280 -17%
BNP Paribas Financial Markets
34
BNP Paribas Financial Markets
France
$2.25M +$677K +10,822 +39%
Allspring Global Investments
35
Allspring Global Investments
North Carolina
$2.08M -$716K -11,450 -24%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$2.05M +$31K +496 +1%
Bank of America
37
Bank of America
North Carolina
$1.98M +$977K +15,626 +86%
N
38
Nuveen
North Carolina
$1.94M -$17.1K -273 -0.8%
Legal & General Group
39
Legal & General Group
United Kingdom
$1.9M -$61.7K -986 -3%
Two Sigma Investments
40
Two Sigma Investments
New York
$1.73M +$1.01M +16,208 +122%
Los Angeles Capital Management
41
Los Angeles Capital Management
California
$1.56M -$732K -11,701 -31%
Victory Capital Management
42
Victory Capital Management
Texas
$1.55M +$73.1K +1,169 +5%
Swiss National Bank
43
Swiss National Bank
Switzerland
$1.49M +$18.8K +300 +1%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$1.42M +$165K +2,632 +12%
Robeco Institutional Asset Management
45
Robeco Institutional Asset Management
Netherlands
$1.4M +$317K +5,064 +27%
RA
46
Royce & Associates
New York
$1.27M -$93.9K -1,501 -6%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$1.22M -$30K -480 -2%
UBS Group
48
UBS Group
Switzerland
$1.2M +$104K +1,671 +9%
Allianz Asset Management
49
Allianz Asset Management
Germany
$1.11M +$364K +5,824 +45%
JAM
50
Jupiter Asset Management
United Kingdom
$1.07M – – –
1
2
3 4 5

USNA Hedge Fund Activity: Q3 2023 in Review

160 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Usana Health Sciences (USNA) for Q3 2023, worth a combined $602M — down 6.9% from $647M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of USNA and 9 opened new positions — a net loss of 9 holders — while 70 trimmed existing stakes and 52 added.

The largest buyer was Morgan Stanley, adding an estimated $4.32M. The largest seller was Acadian Asset Management, cutting an estimated $4.71M.

  • 160 institutional investors held Usana Health Sciences (USNA) as of Q3 2023, down from 169 in Q2 2023.
  • Funds reported $602M of Usana Health Sciences stock for Q3 2023, down 6.9% quarter-over-quarter.
  • 9 funds opened new Usana Health Sciences positions in Q3 2023 and 18 closed out, a net change of -9 holders.
  • The largest Usana Health Sciences buyer in Q3 2023 was Morgan Stanley, an estimated $4.32M added.
  • The largest Usana Health Sciences seller in Q3 2023 was Acadian Asset Management, an estimated $4.71M sold.

Based on aggregated 13F filings for Q3 2023.