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Usana Health Sciences

191 hedge funds and large institutions have $1.08B invested in Usana Health Sciences in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 36 increasing their positions, 90 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

9% more capital invested

Capital invested by funds: $994M → $1.08B (+$85.6M)

6% more funds holding

Funds holding: 180191 (+11)

0.95% more ownership

Funds ownership: 53.91%54.86% (+0.95%)

60% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 90

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $486K

Holders
191
Holders Change
+11
Holders Change %
+6.11%
% of All Funds
2.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
36
Reduced
90
Closed
19
Calls
Puts
$486K
Net Calls
-$486K
Net Calls Change
+$776K
Name Holding Trade Value Shares
Change
Change in
Stake
Janus Henderson Group
126
Janus Henderson Group
United Kingdom
$259K +$255K +2,559 New
OWA
127
One Wealth Advisors
California
$249K
OQS
128
Occudo Quantitative Strategies
Florida
$245K -$164K -1,644 -40%
ECM
129
Everence Capital Management
Indiana
$244K
Teacher Retirement System of Texas
130
Teacher Retirement System of Texas
Texas
$237K +$234K +2,341 New
MPM
131
Meritage Portfolio Management
Kansas
$229K +$226K +2,265 New
IC
132
Intersect Capital
California
$224K +$221K +2,211 New
HSBC Holdings
133
HSBC Holdings
United Kingdom
$214K -$27.9K -280 -12%
SG Americas Securities
134
SG Americas Securities
New York
$212K -$2.34M -23,492 -92%
CCM
135
Crew Capital Management
Ohio
$202K +$200K +2,000 New
Osaic Holdings
136
Osaic Holdings
Arizona
$185K -$42.6K -427 -19%
DCM
137
Dupont Capital Management
Delaware
$175K -$68.6K -688 -29%
MOACM
138
Mutual of America Capital Management
New York
$161K -$698 -7 -0.4%
Zurich Cantonal Bank
139
Zurich Cantonal Bank
Switzerland
$157K
Koshinski Asset Management
140
Koshinski Asset Management
Illinois
$133K
FDCDDQ
141
Federation des caisses Desjardins du Quebec
Quebec, Canada
$128K
NFG
142
Next Financial Group
Texas
$101K
BBPWM
143
Blue Bell Private Wealth Management
Pennsylvania
$101K +$99.8K +1,000 New
Ohio Public Employees Retirement System (OPERS)
144
Ohio Public Employees Retirement System (OPERS)
Ohio
$96K -$898 -9 -0.9%
AIP
145
Ameritas Investment Partners
Nebraska
$94K -$9.48K -95 -9%
GWM
146
Geneos Wealth Management
Colorado
$86K
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$83K -$898 -9 -1%
GCM
148
Gladius Capital Management
Illinois
$77K +$75.1K +753 New
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$71K +$69.8K +700 New
Lazard Asset Management
150
Lazard Asset Management
New York
$66K +$9.68K +97 +17%

USNA Hedge Fund Activity: Q4 2021 in Review

191 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Usana Health Sciences (USNA) for Q4 2021, worth a combined $1.08B — up 8.6% from $994M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new USNA positions and 19 closed out — a net gain of 11 holders — while 36 added to existing stakes and 90 trimmed.

The largest buyer was Pzena Investment Management, adding an estimated $34.9M. The largest seller was Man Group, cutting an estimated $7.87M.

  • 191 institutional investors held Usana Health Sciences (USNA) as of Q4 2021, up from 180 in Q3 2021.
  • Funds reported $1.08B of Usana Health Sciences stock for Q4 2021, up 8.6% quarter-over-quarter.
  • 30 funds opened new Usana Health Sciences positions in Q4 2021 and 19 closed out, a net change of +11 holders.
  • The largest Usana Health Sciences buyer in Q4 2021 was Pzena Investment Management, an estimated $34.9M added.
  • The largest Usana Health Sciences seller in Q4 2021 was Man Group, an estimated $7.87M sold.

Based on aggregated 13F filings for Q4 2021.