Usana Health Sciences
USNA
131 hedge funds and large institutions have $611M invested in Usana Health Sciences in 2014 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 31 increasing their positions, 55 reducing their positions, and 19 closing their positions.
53% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 19
32% more capital invested
Capital invested by funds: $463M → $611M (+$149M)
6% more funds holding
Funds holding: 124 → 131 (+7)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.29% less ownership
Funds ownership: 97.13% → 96.84% (-0.29%)
44% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 55
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$9.57M |
| 2 |
BIM
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
+$7.68M |
| 3 |
Millennium Management
New York
|
+$7.42M |
| 4 |
D.E. Shaw & Co
New York
|
+$6.85M |
| 5 |
Two Sigma Investments
New York
|
+$6.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$47M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$15.6M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$5.79M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$5.51M |
| 5 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$4.47M |
USNA Hedge Fund Activity: Q4 2014 in Review
131 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Usana Health Sciences (USNA) for Q4 2014, worth a combined $611M — up 32% from $463M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new USNA positions and 19 closed out — a net gain of 10 holders — while 31 added to existing stakes and 55 trimmed.
The largest buyer was Renaissance Technologies, adding an estimated $9.57M. The largest seller was Fidelity Investments, cutting an estimated $47M.
- 131 institutional investors held Usana Health Sciences (USNA) as of Q4 2014, up from 124 in Q3 2014.
- Funds reported $611M of Usana Health Sciences stock for Q4 2014, up 32% quarter-over-quarter.
- 29 funds opened new Usana Health Sciences positions in Q4 2014 and 19 closed out, a net change of +10 holders.
- The largest Usana Health Sciences buyer in Q4 2014 was Renaissance Technologies, an estimated $9.57M added.
- The largest Usana Health Sciences seller in Q4 2014 was Fidelity Investments, an estimated $47M sold.
Based on aggregated 13F filings for Q4 2014.