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Usana Health Sciences

147 hedge funds and large institutions have $403M invested in Usana Health Sciences in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 54 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $140K | Put options by funds: $106K

2.11% more ownership

Funds ownership: 53.72%55.83% (+2.1%)

2% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 54

5% less funds holding

Funds holding: 154147 (-7)

13% less capital invested

Capital invested by funds: $463M → $403M (-$59.7M)

30% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 23

Holders
147
Holders Change
-7
Holders Change %
-4.55%
% of All Funds
2.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
53
Reduced
54
Closed
23
Calls
$140K
Puts
$106K
Net Calls
+$34K
Net Calls Change
+$29K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
101
Osaic Holdings
Arizona
$65.7K +$26.7K +649 +60%
National Bank of Canada
102
National Bank of Canada
Quebec, Canada
$47.6K -$2.01K -49 -4%
AIP
103
Ameritas Investment Partners
Nebraska
$42.5K
KBC Group
104
KBC Group
Belgium
$40K +$21.3K +519 +97%
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$38K -$205 -5 -0.5%
HT
106
Headlands Technologies
Illinois
$36.3K +$39.3K +956 New
FDCDDQ
107
Federation des caisses Desjardins du Quebec
Quebec, Canada
$35.8K
Fidelity Investments
108
Fidelity Investments
Massachusetts
$35.1K -$1.69K -41 -4%
SHF
109
Safe Harbor Fiduciary
Florida
$30.3K +$32.9K +800 New
Ohio Public Employees Retirement System (OPERS)
110
Ohio Public Employees Retirement System (OPERS)
Ohio
$26.2K +$2.96K +72 +12%
Mitsubishi UFJ Asset Management
111
Mitsubishi UFJ Asset Management
Japan
$20.3K
QCG
112
Quadrant Capital Group
Ohio
$18.6K +$3.37K +82 +20%
PA
113
Parallel Advisors
California
$18.2K +$11.1K +269 +127%
FFA
114
Farther Finance Advisors
California
$15.1K +$15.9K +388 +3,880%
Barrow, Hanley, Mewhinney & Strauss
115
Barrow, Hanley, Mewhinney & Strauss
Texas
$8.99K +$2.92K +71 +43%
Nisa Investment Advisors
116
Nisa Investment Advisors
Missouri
$8.87K +$8.01K +195 +500%
KFI
117
Key Financial Inc
Pennsylvania
$7.58K
ME
118
McIlrath & Eck
Washington
$7.51K
CA
119
Continuum Advisory
Idaho
$7.49K +$7.81K +190 New
GI
120
GAMMA Investing
California
$7.13K -$5.92K -144 -43%
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$6.9K -$5.59K -136 -43%
VWM
122
Venturi Wealth Management
Texas
$4.17K +$4.52K +110 New
PCA
123
Providence Capital Advisors
North Carolina
$4.13K
S
124
SignatureFD
Georgia
$3.53K -$5.09K -124 -57%
TWC
125
TD Waterhouse Canada
Ontario, Canada
$3.35K

USNA Hedge Fund Activity: Q3 2024 in Review

147 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Usana Health Sciences (USNA) for Q3 2024, worth a combined $403M — down 13% from $463M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of USNA and 16 opened new positions — a net loss of 7 holders — while 54 trimmed existing stakes and 53 added.

The largest buyer was Pacer Advisors, adding an estimated $3.16M. The largest seller was JP Morgan Chase, cutting an estimated $1.48M.

  • 147 institutional investors held Usana Health Sciences (USNA) as of Q3 2024, down from 154 in Q2 2024.
  • Funds reported $403M of Usana Health Sciences stock for Q3 2024, down 13% quarter-over-quarter.
  • 16 funds opened new Usana Health Sciences positions in Q3 2024 and 23 closed out, a net change of -7 holders.
  • The largest Usana Health Sciences buyer in Q3 2024 was Pacer Advisors, an estimated $3.16M added.
  • The largest Usana Health Sciences seller in Q3 2024 was JP Morgan Chase, an estimated $1.48M sold.

Based on aggregated 13F filings for Q3 2024.