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Usana Health Sciences

169 hedge funds and large institutions have $647M invested in Usana Health Sciences in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 74 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,361% more call options, than puts

Call options by funds: $643K | Put options by funds: $44K

0.93% less ownership

Funds ownership: 54.09%53.16% (-0.93%)

2% less capital invested

Capital invested by funds: $658M → $647M (-$11.5M)

4% less funds holding

Funds holding: 176169 (-7)

32% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 22

34% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 74

Holders
169
Holders Change
-7
Holders Change %
-3.98%
% of All Funds
2.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
49
Reduced
74
Closed
22
Calls
$643K
Puts
$44K
Net Calls
+$599K
Net Calls Change
+$1.83M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
126
Fidelity Investments
Massachusetts
$70.2K +$3.63K +57 +5%
LSA
127
Leonteq Securities AG
Switzerland
$66K +$5.73K +90 +9%
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$59.9K +$7.51K +118 +14%
AIP
129
Ameritas Investment Partners
Nebraska
$58.4K
PA
130
Parallel Advisors
California
$58.1K +$8.53K +134 +17%
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$53K
KBC Group
132
KBC Group
Belgium
$53K
Lazard Asset Management
133
Lazard Asset Management
New York
$47K +$48K +753 New
MLICM
134
Metropolitan Life Insurance Company (MetLife)
New York
$41.6K
Ohio Public Employees Retirement System (OPERS)
135
Ohio Public Employees Retirement System (OPERS)
Ohio
$32K
US Bancorp
136
US Bancorp
Minnesota
$28K -$11.3K -177 -29%
AS
137
Altshuler Shaham
Israel
$27.4K +$27.6K +434 New
ACM
138
Aquatic Capital Management
Illinois
$13K -$127K -2,000 -91%
CWAF
139
Core Wealth Advisors (Florida)
Florida
$12.6K
KFI
140
Key Financial Inc
Pennsylvania
$12.6K
ME
141
McIlrath & Eck
Washington
$12.5K
Barrow, Hanley, Mewhinney & Strauss
142
Barrow, Hanley, Mewhinney & Strauss
Texas
$11.6K -$1.66K -26 -12%
TWC
143
TD Waterhouse Canada
Ontario, Canada
$9.19K
LC
144
Lindbrook Capital
California
$9.14K -$1.34K -21 -13%
IGWM
145
ICA Group Wealth Management
Colorado
$8.32K
Fifth Third Bancorp
146
Fifth Third Bancorp
Ohio
$7.19K
PCA
147
Providence Capital Advisors
North Carolina
$6.87K
Simplex Trading
148
Simplex Trading
Illinois
$6K +$6.5K +102 New
Bessemer Group
149
Bessemer Group
New Jersey
$5K
MPWT
150
MassMutual Private Wealth & Trust
Connecticut
$2.02K

USNA Hedge Fund Activity: Q2 2023 in Review

169 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Usana Health Sciences (USNA) for Q2 2023, worth a combined $647M — down 1.7% from $658M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of USNA and 15 opened new positions — a net loss of 7 holders — while 74 trimmed existing stakes and 49 added.

The largest buyer was JP Morgan Chase, adding an estimated $3.44M. The largest seller was UBS Group, cutting an estimated $5.25M.

  • 169 institutional investors held Usana Health Sciences (USNA) as of Q2 2023, down from 176 in Q1 2023.
  • Funds reported $647M of Usana Health Sciences stock for Q2 2023, down 1.7% quarter-over-quarter.
  • 15 funds opened new Usana Health Sciences positions in Q2 2023 and 22 closed out, a net change of -7 holders.
  • The largest Usana Health Sciences buyer in Q2 2023 was JP Morgan Chase, an estimated $3.44M added.
  • The largest Usana Health Sciences seller in Q2 2023 was UBS Group, an estimated $5.25M sold.

Based on aggregated 13F filings for Q2 2023.