We are live on ! Find out more
USNA icon

Usana Health Sciences

188 hedge funds and large institutions have $1.19B invested in Usana Health Sciences in 2019 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 72 increasing their positions, 53 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 53

30% more call options, than puts

Call options by funds: $1.32M | Put options by funds: $1.01M

9.03% more ownership

Funds ownership: 51.98%61% (+9%)

5% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 38

1% less funds holding

Funds holding: 190188 (-2)

18% less capital invested

Capital invested by funds: $1.46B → $1.19B (-$263M)

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
188
Holders Change
-2
Holders Change %
-1.05%
% of All Funds
4.07%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
36
Increased
72
Reduced
53
Closed
38
Calls
$1.32M
Puts
$1.01M
Net Calls
+$304K
Net Calls Change
+$2.66M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Fund Management (CFM)
126
Capital Fund Management (CFM)
France
$436K +$324K +3,100 +148%
Massachusetts Financial Services
127
Massachusetts Financial Services
Massachusetts
$436K +$543K +5,200 New
TI
128
Trexquant Investment
Connecticut
$424K +$332K +3,179 +170%
KBC Group
129
KBC Group
Belgium
$397K
Cerity Partners
130
Cerity Partners
New York
$395K +$492K +4,713 New
IFS
131
Ifrah Financial Services
Arkansas
$384K +$21K +201 +5%
Royal Bank of Canada
132
Royal Bank of Canada
Ontario, Canada
$376K -$905K -8,673 -66%
O
133
OppenheimerFunds
New York
$375K +$78.5K +752 +20%
AA
134
ALPS Advisors
Colorado
$360K +$448K +4,289 New
SRAM
135
Stone Ridge Asset Management
New York
$351K +$41.8K +400 +11%
PTC
136
Petrus Trust Company
Texas
$345K +$429K +4,114 New
TCOV
137
Trust Company of Vermont
Vermont
$344K
MLICM
138
Metropolitan Life Insurance Company (MetLife)
New York
$341K
VF
139
Virtu Financial
New York
$322K +$401K +3,838 New
Rockefeller Capital Management
140
Rockefeller Capital Management
New York
$307K
Simplex Trading
141
Simplex Trading
Illinois
$301K +$3.34K +32 +0.9%
SGAM
142
Smith Group Asset Management
Texas
$290K -$1.2M -11,520 -77%
CANY
143
Caxton Associates (New York)
New York
$289K +$359K +3,443 New
BAM
144
Blueshift Asset Management
New Jersey
$286K +$356K +3,411 New
QT
145
Quantamental Technologies
New York
$283K +$353K +3,378 New
OTPPB
146
Ontario Teachers' Pension Plan Board
Ontario, Canada
$271K +$337K +3,228 New
BNP Paribas Financial Markets
147
BNP Paribas Financial Markets
France
$269K +$228K +2,189 +216%
Victory Capital Management
148
Victory Capital Management
Texas
$268K +$334K +3,198 New
WCM
149
Wedge Capital Management
North Carolina
$266K +$331K +3,170 New
CIBC Private Wealth Group
150
CIBC Private Wealth Group
Georgia
$257K +$320K +3,068 New

USNA Hedge Fund Activity: Q1 2019 in Review

188 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Usana Health Sciences (USNA) for Q1 2019, worth a combined $1.19B — down 18% from $1.46B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of USNA and 36 opened new positions — a net loss of 2 holders — while 53 trimmed existing stakes and 72 added.

The largest buyer was Morgan Stanley, adding an estimated $28.2M. The largest seller was TIAA CREF Investment Management, cutting an estimated $16.8M.

  • 188 institutional investors held Usana Health Sciences (USNA) as of Q1 2019, down from 190 in Q4 2018.
  • Funds reported $1.19B of Usana Health Sciences stock for Q1 2019, down 18% quarter-over-quarter.
  • 36 funds opened new Usana Health Sciences positions in Q1 2019 and 38 closed out, a net change of -2 holders.
  • The largest Usana Health Sciences buyer in Q1 2019 was Morgan Stanley, an estimated $28.2M added.
  • The largest Usana Health Sciences seller in Q1 2019 was TIAA CREF Investment Management, an estimated $16.8M sold.

Based on aggregated 13F filings for Q1 2019.