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Usana Health Sciences
USNA

179 hedge funds and large institutions have $832M invested in Usana Health Sciences in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 76 increasing their positions, 58 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 58

0.65% less ownership

Funds ownership: 54.86% → 54.21% (-0.65%)

6% less funds holding

Funds holding: 191 → 179 (-12)

23% less capital invested

Capital invested by funds: $1.08B → $832M (-$247M)

28% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 25

Holders
179
Holders Change
-12
Holders Change %
-6.28%
% of All Funds
2.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
76
Reduced
58
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Pzena Investment Management
Pzena Investment Management
New York
+$26M
2
VI
Vestcor Inc
New Brunswick, Canada
+$2.04M
3
CSS
Cubist Systematic Strategies
Connecticut
+$1.54M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$1.4M
5
JAM
Jupiter Asset Management
United Kingdom
+$1.28M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$21.5M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$8.14M
3
HA
Heartland Advisors
Wisconsin
-$6.07M
4
CEI
Clark Estates Inc
New York
-$4.2M
5
Goldman Sachs
Goldman Sachs
New York
-$3.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
Public Sector Pension Investment Board (PSP Investments)
51
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.73M -$179K -1,990 -8%
Prudential Financial
52
Prudential Financial
New Jersey
$1.7M -$934K -10,361 -33%
DA
53
Denali Advisors
California
$1.67M – – –
ETC
54
Exchange Traded Concepts
Oklahoma
$1.66M +$194K +2,148 +11%
AQR Capital Management
55
AQR Capital Management
Connecticut
$1.61M +$35.6K +395 +2%
Aviva
56
Aviva
United Kingdom
$1.47M -$604K -6,704 -27%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$1.37M +$902 +10 +0.1%
AG
58
Algert Global
California
$1.27M +$857K +9,511 +146%
Allianz Asset Management
59
Allianz Asset Management
Germany
$1.27M +$333K +3,689 +30%
SGI
60
Summit Global Investments
Utah
$1.22M -$288K -3,200 -17%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$1.22M -$124K -1,371 -8%
New York State Teachers Retirement System (NYSTRS)
62
New York State Teachers Retirement System (NYSTRS)
New York
$1.19M -$99.2K -1,100 -7%
CIC
63
Cornercap Investment Counsel
Georgia
$1.15M +$147K +1,632 +13%
CC
64
Cypress Capital
Tennessee
$1.09M +$116K +1,290 +10%
National Bank of Canada
65
National Bank of Canada
Quebec, Canada
$1.06M -$469K -5,201 -28%
MAM
66
Martingale Asset Management
Massachusetts
$1M +$9.02K +100 +0.8%
OSAM
67
O'Shaughnessy Asset Management
Connecticut
$984K -$51.1K -567 -4%
UBS AM
68
UBS AM
Illinois
$978K – – –
AIMCA
69
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$930K – – –
Citigroup
70
Citigroup
New York
$921K -$902 -10 -0.1%
Amundi
71
Amundi
France
$914K – – –
VOYA Investment Management
72
VOYA Investment Management
Georgia
$901K +$13.5K +150 +1%
Wells Fargo
73
Wells Fargo
California
$864K -$538K -5,963 -35%
CCIA
74
Campbell & Co Investment Adviser
Maryland
$851K +$966K +10,710 New
YCM
75
Yousif Capital Management
Michigan
$850K +$10.8K +120 +1%
1 2
3
4 5

USNA Hedge Fund Activity: Q1 2022 in Review

179 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Usana Health Sciences (USNA) for Q1 2022, worth a combined $832M — down 23% from $1.08B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of USNA and 18 opened new positions — a net loss of 7 holders — while 58 trimmed existing stakes and 76 added.

The largest buyer was Pzena Investment Management, adding an estimated $26M. The largest seller was Wellington Management Group, cutting an estimated $21.5M.

  • 179 institutional investors held Usana Health Sciences (USNA) as of Q1 2022, down from 191 in Q4 2021.
  • Funds reported $832M of Usana Health Sciences stock for Q1 2022, down 23% quarter-over-quarter.
  • 18 funds opened new Usana Health Sciences positions in Q1 2022 and 25 closed out, a net change of -7 holders.
  • The largest Usana Health Sciences buyer in Q1 2022 was Pzena Investment Management, an estimated $26M added.
  • The largest Usana Health Sciences seller in Q1 2022 was Wellington Management Group, an estimated $21.5M sold.

Based on aggregated 13F filings for Q1 2022.