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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$11.6M |
| 2 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$7.35M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$3.99M |
| 4 |
Tudor Investment Corp
Stamford,
Connecticut
|
+$1.71M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$1.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
-$4.08M |
| 2 |
Goldman Sachs
New York
|
-$2.36M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$2.15M |
| 4 |
Los Angeles Capital Management
Los Angeles,
California
|
-$1.56M |
| 5 |
Pzena Investment Management
New York
|
-$1.31M |
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.