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Usana Health Sciences

179 hedge funds and large institutions have $832M invested in Usana Health Sciences in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 76 increasing their positions, 58 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 58

0.65% less ownership

Funds ownership: 54.86%54.21% (-0.65%)

6% less funds holding

Funds holding: 191179 (-12)

23% less capital invested

Capital invested by funds: $1.08B → $832M (-$247M)

28% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 25

Holders
179
Holders Change
-12
Holders Change %
-6.28%
% of All Funds
2.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
76
Reduced
58
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SOW
126
State of Wyoming
Wyoming
$154K +$116K +1,290 +199%
Osaic Holdings
127
Osaic Holdings
Arizona
$141K -$4.87K -54 -3%
MOACM
128
Mutual of America Capital Management
New York
$134K +$7.93K +88 +6%
DCM
129
Dupont Capital Management
Delaware
$126K -$12.7K -141 -8%
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$123K
FDCDDQ
131
Federation des caisses Desjardins du Quebec
Quebec, Canada
$106K +$6.22K +69 +5%
Koshinski Asset Management
132
Koshinski Asset Management
Illinois
$104K
Ohio Public Employees Retirement System (OPERS)
133
Ohio Public Employees Retirement System (OPERS)
Ohio
$82K +$7.57K +84 +9%
BBPWM
134
Blue Bell Private Wealth Management
Pennsylvania
$79K
AIP
135
Ameritas Investment Partners
Nebraska
$74K
C
136
Covestor
United Kingdom
$74K +$40.2K +446 +93%
GCM
137
Gladius Capital Management
Illinois
$72K +$13.7K +152 +20%
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$69K +$5.5K +61 +7%
GWM
139
Geneos Wealth Management
Colorado
$67K
MLICM
140
Metropolitan Life Insurance Company (MetLife)
New York
$64.4K -$231K -2,561 -76%
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$56K +$180 +2 +0.3%
LSA
142
Leonteq Securities AG
Switzerland
$50.3K +$7.03K +78 +14%
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$43K -$4.33K -48 -8%
AS
144
Altshuler Shaham
Israel
$36K -$2.25K -25 -5%
Creative Planning
145
Creative Planning
Kansas
$25K +$28.8K +320 New
VRM
146
Vectors Research Management
New York
$24K
Nisa Investment Advisors
147
Nisa Investment Advisors
Missouri
$20K +$13.2K +146 +133%
SWA
148
Sutton Wealth Advisors
Florida
$18.7K +$8.2K +91 +63%
CWAF
149
Core Wealth Advisors (Florida)
Florida
$16K
ME
150
McIlrath & Eck
Washington
$16K

USNA Hedge Fund Activity: Q1 2022 in Review

179 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Usana Health Sciences (USNA) for Q1 2022, worth a combined $832M — down 23% from $1.08B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of USNA and 18 opened new positions — a net loss of 7 holders — while 58 trimmed existing stakes and 76 added.

The largest buyer was Pzena Investment Management, adding an estimated $26M. The largest seller was Wellington Management Group, cutting an estimated $21.5M.

  • 179 institutional investors held Usana Health Sciences (USNA) as of Q1 2022, down from 191 in Q4 2021.
  • Funds reported $832M of Usana Health Sciences stock for Q1 2022, down 23% quarter-over-quarter.
  • 18 funds opened new Usana Health Sciences positions in Q1 2022 and 25 closed out, a net change of -7 holders.
  • The largest Usana Health Sciences buyer in Q1 2022 was Pzena Investment Management, an estimated $26M added.
  • The largest Usana Health Sciences seller in Q1 2022 was Wellington Management Group, an estimated $21.5M sold.

Based on aggregated 13F filings for Q1 2022.