We are live on ! Find out more
USNA icon

Usana Health Sciences
USNA

169 hedge funds and large institutions have $647M invested in Usana Health Sciences in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 74 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,361% more call options, than puts

Call options by funds: $643K | Put options by funds: $44K

0.93% less ownership

Funds ownership: 54.09% → 53.16% (-0.93%)

2% less capital invested

Capital invested by funds: $658M → $647M (-$11.5M)

4% less funds holding

Funds holding: 176 → 169 (-7)

32% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 22

34% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 74

Holders
169
Holders Change
-7
Holders Change %
-3.98%
% of All Funds
2.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
49
Reduced
74
Closed
22
Calls
$643K
Puts
$44K
Net Calls
+$599K
Net Calls Change
+$1.83M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$3.44M
2
Invesco
Invesco
Georgia
+$3.23M
3
Man Group
Man Group
United Kingdom
+$2.72M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
+$2.09M
5
American Century Companies
American Century Companies
Missouri
+$1.31M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$5.25M
2
First Trust Advisors
First Trust Advisors
Illinois
-$3.38M
3
BlackRock
BlackRock
New York
-$2.9M
4
Goldman Sachs
Goldman Sachs
New York
-$2.66M
5
Pzena Investment Management
Pzena Investment Management
New York
-$1.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
TPSF
76
Texas Permanent School Fund
Texas
$621K -$8.6K -135 -1%
TRCT
77
Tower Research Capital (TRC)
New York
$565K +$139K +2,190 +32%
GC
78
Guggenheim Capital
Illinois
$539K -$152K -2,385 -22%
DCM
79
DGS Capital Management
New Jersey
$485K +$55.2K +866 +13%
FHB
80
First Hawaiian Bank
Hawaii
$469K – – –
TD Asset Management
81
TD Asset Management
Ontario, Canada
$466K +$217K +3,400 +85%
SOADOR
82
State of Alaska Department of Revenue
Alaska
$464K -$16.6K -261 -3%
State of Tennessee, Department of Treasury
83
State of Tennessee, Department of Treasury
Tennessee
$454K – – –
TI
84
Trexquant Investment
Connecticut
$450K +$454K +7,135 New
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$429K -$104K -1,630 -19%
Ensign Peak Advisors
86
Ensign Peak Advisors
Utah
$427K – – –
PI
87
Putnam Investments
Massachusetts
$424K -$13.1K -206 -3%
NYLIM
88
New York Life Investment Management
New York
$413K -$64.3K -1,010 -13%
Wells Fargo
89
Wells Fargo
California
$404K +$149K +2,342 +57%
Jane Street
90
Jane Street
New York
$397K +$157K +2,469 +64%
Janus Henderson Group
91
Janus Henderson Group
United Kingdom
$395K -$382 -6 -0.1%
AIG
92
American International Group
New York
$384K -$2.04K -32 -0.5%
XT
93
XTX Topco
Cayman Islands
$384K +$387K +6,084 New
YCM
94
Yousif Capital Management
Michigan
$381K -$17.1K -269 -4%
LSERS
95
Louisiana State Employees Retirement System
Louisiana
$372K +$44.6K +700 +13%
MIM
96
MetLife Investment Management
New Jersey
$364K – – –
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$343K -$199K -3,130 -37%
AB
98
Amalgamated Bank
New York
$323K +$1.34K +21 +0.4%
HCA
99
Harbor Capital Advisors
Illinois
$307K +$310K +4,865 New
SFA
100
Sequoia Financial Advisors
Ohio
$305K -$10.5K -165 -3%
2 3
4
5 6

USNA Hedge Fund Activity: Q2 2023 in Review

169 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Usana Health Sciences (USNA) for Q2 2023, worth a combined $647M — down 1.7% from $658M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of USNA and 15 opened new positions — a net loss of 7 holders — while 74 trimmed existing stakes and 49 added.

The largest buyer was JP Morgan Chase, adding an estimated $3.44M. The largest seller was UBS Group, cutting an estimated $5.25M.

  • 169 institutional investors held Usana Health Sciences (USNA) as of Q2 2023, down from 176 in Q1 2023.
  • Funds reported $647M of Usana Health Sciences stock for Q2 2023, down 1.7% quarter-over-quarter.
  • 15 funds opened new Usana Health Sciences positions in Q2 2023 and 22 closed out, a net change of -7 holders.
  • The largest Usana Health Sciences buyer in Q2 2023 was JP Morgan Chase, an estimated $3.44M added.
  • The largest Usana Health Sciences seller in Q2 2023 was UBS Group, an estimated $5.25M sold.

Based on aggregated 13F filings for Q2 2023.