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Usana Health Sciences

191 hedge funds and large institutions have $882M invested in Usana Health Sciences in 2020 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 61 increasing their positions, 70 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $871M → $882M (+$11.4M)

1% less funds holding

Funds holding: 192191 (-1)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

2.29% less ownership

Funds ownership: 56.54%54.24% (-2.3%)

13% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 70

20% less call options, than puts

Call options by funds: $477K | Put options by funds: $593K

Holders
191
Holders Change
-1
Holders Change %
-0.52%
% of All Funds
3.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
61
Reduced
70
Closed
17
Calls
$477K
Puts
$593K
Net Calls
-$116K
Net Calls Change
-$521K
Name Holding Trade Value Shares
Change
Change in
Stake
HW
126
Hancock Whitney
Mississippi
$309K +$77 +1 +0%
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$291K +$144K +1,868 +105%
QCM
128
Quantinno Capital Management
New York
$291K +$292K +3,779 New
SGI
129
Summit Global Investments
Utah
$285K +$15.5K +200 +6%
ASRS
130
Arizona State Retirement System
Arizona
$282K -$11.4K -147 -4%
Rockefeller Capital Management
131
Rockefeller Capital Management
New York
$282K
IA
132
IndexIQ Advisors
New York
$280K +$28.9K +374 +12%
TRSOTSOK
133
Teachers Retirement System of the State of Kentucky
Kentucky
$278K
HF
134
HRT Financial
New York
$276K -$213K -2,760 -43%
OSAM
135
O'Shaughnessy Asset Management
Connecticut
$274K -$832K -10,756 -75%
IFS
136
Ifrah Financial Services
Arkansas
$266K -$68.9K -891 -21%
AA
137
ALPS Advisors
Colorado
$265K -$8.04K -104 -3%
ZCM
138
Zebra Capital Management
Connecticut
$261K -$8.04K -104 -3%
DCM
139
Dupont Capital Management
Delaware
$256K -$19.2K -248 -7%
LSV Asset Management
140
LSV Asset Management
Illinois
$254K
ACM
141
AlphaCrest Capital Management
New York
$249K -$24.1K -311 -9%
MLICM
142
Metropolitan Life Insurance Company (MetLife)
New York
$248K
PP
143
Paloma Partners
Connecticut
$238K -$335K -4,328 -58%
ACI
144
AMP Capital Investors
Australia
$233K -$189K -2,438 -45%
VRS
145
Virginia Retirement Systems
Virginia
$231K +$232K +3,000 New
ProShare Advisors
146
ProShare Advisors
Maryland
$215K +$216K +2,794 New
Zurich Cantonal Bank
147
Zurich Cantonal Bank
Switzerland
$120K
MOACM
148
Mutual of America Capital Management
New York
$116K +$4.33K +56 +4%
FDCDDQ
149
Federation des caisses Desjardins du Quebec
Quebec, Canada
$113K
Osaic Holdings
150
Osaic Holdings
Arizona
$86K -$76.3K -986 -47%

USNA Hedge Fund Activity: Q4 2020 in Review

191 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Usana Health Sciences (USNA) for Q4 2020, worth a combined $882M — up 1.3% from $871M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of USNA and 16 opened new positions — a net loss of 1 holder — while 70 trimmed existing stakes and 61 added.

The largest buyer was Morgan Stanley, adding an estimated $5.8M. The largest seller was Norges Bank, cutting an estimated $8.31M.

  • 191 institutional investors held Usana Health Sciences (USNA) as of Q4 2020, down from 192 in Q3 2020.
  • Funds reported $882M of Usana Health Sciences stock for Q4 2020, up 1.3% quarter-over-quarter.
  • 16 funds opened new Usana Health Sciences positions in Q4 2020 and 17 closed out, a net change of -1 holder.
  • The largest Usana Health Sciences buyer in Q4 2020 was Morgan Stanley, an estimated $5.8M added.
  • The largest Usana Health Sciences seller in Q4 2020 was Norges Bank, an estimated $8.31M sold.

Based on aggregated 13F filings for Q4 2020.