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Usana Health Sciences

151 hedge funds and large institutions have $859M invested in Usana Health Sciences in 2017 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

38% more capital invested

Capital invested by funds: $621M → $859M (+$238M)

5% more funds holding

Funds holding: 144151 (+7)

3.81% more ownership

Funds ownership: 44.55%48.36% (+3.8%)

0% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 51

44% less call options, than puts

Call options by funds: $1.53M | Put options by funds: $2.73M

Holders
151
Holders Change
+7
Holders Change %
+4.86%
% of All Funds
3.42%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
51
Reduced
51
Closed
15
Calls
$1.53M
Puts
$2.73M
Net Calls
-$1.19M
Net Calls Change
-$1.12M
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
76
Allianz Asset Management
Germany
$846K +$334 +5 +0%
Ohio Public Employees Retirement System (OPERS)
77
Ohio Public Employees Retirement System (OPERS)
Ohio
$829K -$127K -1,905 -15%
RhumbLine Advisers
78
RhumbLine Advisers
Massachusetts
$821K -$132K -1,973 -15%
OAM
79
Oxford Asset Management
United Kingdom
$679K -$1.07M -15,957 -64%
Manulife (Manufacturers Life Insurance)
80
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$670K -$9.83K -147 -2%
Citadel Advisors
81
Citadel Advisors
Florida
$657K -$295K -4,409 -33%
PG
82
PEAK6 Group
Illinois
$657K +$594K +8,878 New
AA
83
ALPS Advisors
Colorado
$603K
AIG
84
American International Group
New York
$566K -$8.9K -133 -2%
Barclays
85
Barclays
United Kingdom
$543K +$48K +717 +11%
Citigroup
86
Citigroup
New York
$538K +$111K +1,657 +30%
UBS AM
87
UBS AM
Illinois
$478K +$432K +6,451 New
SAM
88
Shell Asset Management
Netherlands
$470K
DekaBank Deutsche Girozentrale
89
DekaBank Deutsche Girozentrale
Germany
$454K
Royal Bank of Canada
90
Royal Bank of Canada
Ontario, Canada
$431K -$130K -1,942 -25%
B
91
Barings
North Carolina
$415K
MIM
92
MetLife Investment Management
New Jersey
$415K +$375K +5,606 New
PM
93
Parametrica Management
Hong Kong
$404K +$365K +5,451 New
VOYA Investment Management
94
VOYA Investment Management
Georgia
$403K -$18.1K -270 -5%
FDCDDQ
95
Federation des caisses Desjardins du Quebec
Quebec, Canada
$394K +$255K +3,805 +249%
SCM
96
Symons Capital Management
Pennsylvania
$384K
BRF
97
B. Riley Financial
California
$359K -$2M -29,905 -86%
Two Sigma Investments
98
Two Sigma Investments
New York
$350K -$1.17M -17,422 -79%
TCOV
99
Trust Company of Vermont
Vermont
$349K
LA
100
Lucus Advisors
New York
$335K -$101K -1,514 -25%

USNA Hedge Fund Activity: Q4 2017 in Review

151 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Usana Health Sciences (USNA) for Q4 2017, worth a combined $859M — up 38% from $621M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new USNA positions and 15 closed out — a net gain of 9 holders — while 51 added to existing stakes and 51 trimmed.

The largest buyer was DZ Bank, adding an estimated $9.34M. The largest seller was Fidelity Investments, cutting an estimated $3.27M.

  • 151 institutional investors held Usana Health Sciences (USNA) as of Q4 2017, up from 144 in Q3 2017.
  • Funds reported $859M of Usana Health Sciences stock for Q4 2017, up 38% quarter-over-quarter.
  • 24 funds opened new Usana Health Sciences positions in Q4 2017 and 15 closed out, a net change of +9 holders.
  • The largest Usana Health Sciences buyer in Q4 2017 was DZ Bank, an estimated $9.34M added.
  • The largest Usana Health Sciences seller in Q4 2017 was Fidelity Investments, an estimated $3.27M sold.

Based on aggregated 13F filings for Q4 2017.