Usana Health Sciences
USNA
139 hedge funds and large institutions have $616M invested in Usana Health Sciences in 2013 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 54 reducing their positions, and 15 closing their positions.
47% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 15
10% more capital invested
Capital invested by funds: $558M → $616M (+$58.5M)
5% more funds holding
Funds holding: 132 → 139 (+7)
11.52% less ownership
Funds ownership: 114.58% → 103.06% (-12%)
22% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 54
99% less call options, than puts
Call options by funds: $87K | Put options by funds: $15.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$6.45M |
| 2 |
ARC
Absolute Return Capital
Boston,
Massachusetts
|
+$5.39M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$5.27M |
| 4 |
JIR
James Investment Research
Alpha,
Ohio
|
+$3.97M |
| 5 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$3.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$28.1M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$22.2M |
| 3 |
TA
Teachers Advisors
New York
|
-$5.23M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$4.43M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$3.48M |
USNA Hedge Fund Activity: Q3 2013 in Review
139 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Usana Health Sciences (USNA) for Q3 2013, worth a combined $616M — up 10% from $558M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new USNA positions and 15 closed out — a net gain of 7 holders — while 42 added to existing stakes and 54 trimmed.
The largest buyer was Renaissance Technologies, adding an estimated $6.45M. The largest seller was Fidelity Investments, cutting an estimated $28.1M.
- 139 institutional investors held Usana Health Sciences (USNA) as of Q3 2013, up from 132 in Q2 2013.
- Funds reported $616M of Usana Health Sciences stock for Q3 2013, up 10% quarter-over-quarter.
- 22 funds opened new Usana Health Sciences positions in Q3 2013 and 15 closed out, a net change of +7 holders.
- The largest Usana Health Sciences buyer in Q3 2013 was Renaissance Technologies, an estimated $6.45M added.
- The largest Usana Health Sciences seller in Q3 2013 was Fidelity Investments, an estimated $28.1M sold.
Based on aggregated 13F filings for Q3 2013.