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Usana Health Sciences
USNA

145 hedge funds and large institutions have $581M invested in Usana Health Sciences in 2014 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 11

38% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 40

12% more funds holding

Funds holding: 130 → 145 (+15)

7.69% more ownership

Funds ownership: 103.28% → 110.97% (+7.7%)

7% more capital invested

Capital invested by funds: $542M → $581M (+$39.2M)

Holders
145
Holders Change
+15
Holders Change %
+11.54%
% of All Funds
4.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
55
Reduced
40
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$5.12M
2
TA
Teachers Advisors
New York
+$4.78M
3
SGAM
Smith Group Asset Management
Texas
+$3.8M
4
NI
Numeric Investors
Massachusetts
+$3.78M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$3.2M

Top Sellers

Rank Fund Capital Flow
1
OAM
Oxford Asset Management
United Kingdom
-$3.54M
2
JIR
James Investment Research
Ohio
-$1.69M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.67M
4
American Century Companies
American Century Companies
Missouri
-$1.29M
5
GF
Gerstein Fisher
New York
-$1.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCIM
51
TIAA CREF Investment Management
New York
$1.82M -$44K -1,260 -3%
SFM
52
Systematic Financial Management
New Jersey
$1.81M +$3.49K +100 +0.2%
SCM
53
Sandler Capital Management
New York
$1.72M – – –
MCM
54
Matarin Capital Management
New York
$1.68M +$279K +7,980 +22%
QI
55
Quotient Investors
New York
$1.65M +$1.53M +43,800 New
CIA
56
Capital Impact Advisors
Massachusetts
$1.61M – – –
Wells Fargo
57
Wells Fargo
California
$1.61M +$696K +19,924 +88%
CIBC World Market
58
CIBC World Market
Ontario, Canada
$1.58M +$189K +5,398 +15%
GCP
59
GSA Capital Partners
United Kingdom
$1.46M +$6.99K +200 +0.5%
SCM
60
Sterling Capital Management
North Carolina
$1.43M +$1.33M +38,022 New
SIM
61
Spark Investment Management
New York
$1.38M -$615K -17,600 -32%
Wellington Management Group
62
Wellington Management Group
Massachusetts
$1.34M +$64.6K +1,850 +5%
Axa
63
Axa
France
$1.33M +$817K +23,400 +198%
BIM
64
BlackRock Investment Management
Delaware
$1.26M +$11K +316 +1%
DekaBank Deutsche Girozentrale
65
DekaBank Deutsche Girozentrale
Germany
$1.25M – – –
Invesco
66
Invesco
Georgia
$1.25M +$307K +8,792 +36%
RFC
67
Russell Frank Company
Washington
$1.16M +$517K +14,800 +93%
Charles Schwab
68
Charles Schwab
California
$1.1M +$29.3K +840 +3%
Two Sigma Advisers
69
Two Sigma Advisers
New York
$1.02M +$175K +5,000 +23%
KCM
70
Kames Capital Management
United Kingdom
$1.02M -$649K -18,592 -41%
FQ
71
First Quadrant
California
$1M -$97.8K -2,800 -10%
Citadel Advisors
72
Citadel Advisors
Florida
$980K +$909K +26,012 New
QI
73
QS Investors
New York
$957K +$887K +25,400 New
ACI
74
AMP Capital Investors
Australia
$923K -$589K -16,870 -40%
CS
75
Credit Suisse
Switzerland
$895K -$631K -18,076 -43%
1 2
3
4 5

USNA Hedge Fund Activity: Q1 2014 in Review

145 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Usana Health Sciences (USNA) for Q1 2014, worth a combined $581M — up 7.2% from $542M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new USNA positions and 11 closed out — a net gain of 16 holders — while 55 added to existing stakes and 40 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $5.12M. The largest seller was Oxford Asset Management, exiting entirely with an estimated $3.54M sold.

  • 145 institutional investors held Usana Health Sciences (USNA) as of Q1 2014, up from 130 in Q4 2013.
  • Funds reported $581M of Usana Health Sciences stock for Q1 2014, up 7.2% quarter-over-quarter.
  • 27 funds opened new Usana Health Sciences positions in Q1 2014 and 11 closed out, a net change of +16 holders.
  • The largest Usana Health Sciences buyer in Q1 2014 was Renaissance Technologies, an estimated $5.12M added.
  • The largest Usana Health Sciences seller in Q1 2014 was Oxford Asset Management, an estimated $3.54M sold.

Based on aggregated 13F filings for Q1 2014.