Usana Health Sciences
USNA
175 hedge funds and large institutions have $898M invested in Usana Health Sciences in 2019 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 37 increasing their positions, 74 reducing their positions, and 20 closing their positions.
60% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 20
13% more capital invested
Capital invested by funds: $798M → $898M (+$100M)
4% more funds holding
Funds holding: 169 → 175 (+6)
0.45% more ownership
Funds ownership: 52.39% → 52.84% (+0.45%)
50% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 74
95% less call options, than puts
Call options by funds: $800K | Put options by funds: $17.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$5.89M |
| 2 |
Morgan Stanley
New York
|
+$5.6M |
| 3 |
WG
Winton Group
London,
United Kingdom
|
+$4.07M |
| 4 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
+$2.96M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$2.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$10M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$5.85M |
| 3 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
-$5.47M |
| 4 |
MCM
Matarin Capital Management
New York
|
-$4.22M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$3.99M |
USNA Hedge Fund Activity: Q4 2019 in Review
175 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Usana Health Sciences (USNA) for Q4 2019, worth a combined $898M — up 13% from $798M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new USNA positions and 20 closed out — a net gain of 12 holders — while 37 added to existing stakes and 74 trimmed.
The largest buyer was Jacobs Levy Equity Management, opening a new position worth an estimated $5.89M. The largest seller was Schroder Investment Management Group, cutting an estimated $10M.
- 175 institutional investors held Usana Health Sciences (USNA) as of Q4 2019, up from 169 in Q3 2019.
- Funds reported $898M of Usana Health Sciences stock for Q4 2019, up 13% quarter-over-quarter.
- 32 funds opened new Usana Health Sciences positions in Q4 2019 and 20 closed out, a net change of +12 holders.
- The largest Usana Health Sciences buyer in Q4 2019 was Jacobs Levy Equity Management, an estimated $5.89M added.
- The largest Usana Health Sciences seller in Q4 2019 was Schroder Investment Management Group, an estimated $10M sold.
Based on aggregated 13F filings for Q4 2019.