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Usana Health Sciences
USNA

167 hedge funds and large institutions have $572M invested in Usana Health Sciences in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 46 increasing their positions, 71 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more call options, than puts

Call options by funds: $64K | Put options by funds: $27K

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

4% more funds holding

Funds holding: 160 → 167 (+7)

2.74% more ownership

Funds ownership: 53% → 55.74% (+2.7%)

5% less capital invested

Capital invested by funds: $602M → $572M (-$30.5M)

35% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 71

Holders
167
Holders Change
+7
Holders Change %
+4.38%
% of All Funds
2.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
46
Reduced
71
Closed
16
Calls
$64K
Puts
$27K
Net Calls
+$37K
Net Calls Change
-$249K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$11.6M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
+$7.35M
3
UBS Group
UBS Group
Switzerland
+$3.99M
4
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$1.71M
5
First Trust Advisors
First Trust Advisors
Illinois
+$1.69M

Top Sellers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$4.08M
2
Goldman Sachs
Goldman Sachs
New York
-$2.36M
3
Invesco
Invesco
Georgia
-$2.15M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
-$1.56M
5
Pzena Investment Management
Pzena Investment Management
New York
-$1.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
DA
26
Denali Advisors
California
$2.52M -$1.47K -29 -0.1%
Citadel Advisors
27
Citadel Advisors
Florida
$2.48M +$285K +5,633 +14%
WCF
28
West Coast Financial
California
$2.42M +$157K +3,107 +7%
AllianceBernstein
29
AllianceBernstein
Tennessee
$2.24M -$44.3K -875 -2%
Two Sigma Advisers
30
Two Sigma Advisers
New York
$2.11M -$243K -4,800 -11%
SEI Investments
31
SEI Investments
Pennsylvania
$2.06M -$55.5K -1,098 -3%
N
32
Nuveen
North Carolina
$1.89M +$112K +2,206 +7%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$1.85M -$22.1K -437 -1%
Deutsche Bank
34
Deutsche Bank
Germany
$1.82M +$1.38M +27,320 +410%
Tudor Investment Corp
35
Tudor Investment Corp
Connecticut
$1.82M +$1.71M +33,906 New
First Trust Advisors
36
First Trust Advisors
Illinois
$1.79M +$1.69M +33,354 New
BNP Paribas Financial Markets
37
BNP Paribas Financial Markets
France
$1.76M -$279K -5,522 -14%
Legal & General Group
38
Legal & General Group
United Kingdom
$1.7M -$30.4K -601 -2%
ECM
39
ExodusPoint Capital Management
New York
$1.45M +$761K +15,052 +125%
Allianz Asset Management
40
Allianz Asset Management
Germany
$1.45M +$410K +8,108 +43%
Barclays
41
Barclays
United Kingdom
$1.43M +$614K +12,143 +83%
Victory Capital Management
42
Victory Capital Management
Texas
$1.41M -$3.94K -78 -0.3%
Man Group
43
Man Group
United Kingdom
$1.4M +$1.32M +26,097 New
RA
44
Royce & Associates
New York
$1.36M +$187K +3,695 +17%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$1.31M +$14.1K +279 +1%
Robeco Institutional Asset Management
46
Robeco Institutional Asset Management
Netherlands
$1.28M – – –
Public Sector Pension Investment Board (PSP Investments)
47
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.23M +$465K +9,191 +66%
Swiss National Bank
48
Swiss National Bank
Switzerland
$1.22M -$137K -2,700 -11%
Goldman Sachs
49
Goldman Sachs
New York
$1.05M -$2.36M -46,751 -70%
AQR Capital Management
50
AQR Capital Management
Connecticut
$1.03M -$1.02M -20,158 -51%
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USNA Hedge Fund Activity: Q4 2023 in Review

167 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Usana Health Sciences (USNA) for Q4 2023, worth a combined $572M — down 5.1% from $602M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new USNA positions and 16 closed out — a net gain of 8 holders — while 46 added to existing stakes and 71 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $11.6M. The largest seller was Acadian Asset Management, cutting an estimated $4.08M.

  • 167 institutional investors held Usana Health Sciences (USNA) as of Q4 2023, up from 160 in Q3 2023.
  • Funds reported $572M of Usana Health Sciences stock for Q4 2023, down 5.1% quarter-over-quarter.
  • 24 funds opened new Usana Health Sciences positions in Q4 2023 and 16 closed out, a net change of +8 holders.
  • The largest Usana Health Sciences buyer in Q4 2023 was Morgan Stanley, an estimated $11.6M added.
  • The largest Usana Health Sciences seller in Q4 2023 was Acadian Asset Management, an estimated $4.08M sold.

Based on aggregated 13F filings for Q4 2023.