Usana Health Sciences
USNA
176 hedge funds and large institutions have $658M invested in Usana Health Sciences in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 69 increasing their positions, 58 reducing their positions, and 14 closing their positions.
71% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 14
25% more capital invested
Capital invested by funds: $528M → $658M (+$131M)
19% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 58
5% more funds holding
Funds holding: 167 → 176 (+9)
0.4% less ownership
Funds ownership: 54.5% → 54.09% (-0.4%)
87% less call options, than puts
Call options by funds: $176K | Put options by funds: $1.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pzena Investment Management
New York
|
+$6.06M |
| 2 |
Goldman Sachs
New York
|
+$3.3M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.95M |
| 4 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$2.22M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$2.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$7.69M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
-$6.04M |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$2.87M |
| 4 |
CEI
Clark Estates Inc
New York
|
-$2.47M |
| 5 |
ETM
Euclidean Technologies Management
Seattle,
Washington
|
-$2.09M |
USNA Hedge Fund Activity: Q1 2023 in Review
176 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Usana Health Sciences (USNA) for Q1 2023, worth a combined $658M — up 25% from $528M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new USNA positions and 14 closed out — a net gain of 10 holders — while 69 added to existing stakes and 58 trimmed.
The largest buyer was Pzena Investment Management, adding an estimated $6.06M. The largest seller was Invesco, cutting an estimated $7.69M.
- 176 institutional investors held Usana Health Sciences (USNA) as of Q1 2023, up from 167 in Q4 2022.
- Funds reported $658M of Usana Health Sciences stock for Q1 2023, up 25% quarter-over-quarter.
- 24 funds opened new Usana Health Sciences positions in Q1 2023 and 14 closed out, a net change of +10 holders.
- The largest Usana Health Sciences buyer in Q1 2023 was Pzena Investment Management, an estimated $6.06M added.
- The largest Usana Health Sciences seller in Q1 2023 was Invesco, an estimated $7.69M sold.
Based on aggregated 13F filings for Q1 2023.