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Usana Health Sciences

160 hedge funds and large institutions have $602M invested in Usana Health Sciences in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 52 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more call options, than puts

Call options by funds: $374K | Put options by funds: $88K

0.16% less ownership

Funds ownership: 53.16%53% (-0.16%)

5% less funds holding

Funds holding: 169160 (-9)

7% less capital invested

Capital invested by funds: $647M → $602M (-$44.8M)

26% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 70

50% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 18

Holders
160
Holders Change
-9
Holders Change %
-5.33%
% of All Funds
2.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
52
Reduced
70
Closed
18
Calls
$374K
Puts
$88K
Net Calls
+$286K
Net Calls Change
-$313K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$50K
PA
127
Parallel Advisors
California
$45.9K -$8.63K -138 -15%
MLICM
128
Metropolitan Life Insurance Company (MetLife)
New York
$38.7K
KBC Group
129
KBC Group
Belgium
$31K -$18.6K -297 -36%
Ohio Public Employees Retirement System (OPERS)
130
Ohio Public Employees Retirement System (OPERS)
Ohio
$30K +$188 +3 +0.6%
AS
131
Altshuler Shaham
Israel
$22.2K -$3.44K -55 -13%
PMEF
132
Point72 Middle East FZE
United Arab Emirates
$18.4K -$141K -2,253 -88%
US Bancorp
133
US Bancorp
Minnesota
$14.8K -$12K -192 -43%
Point72 Asset Management
134
Point72 Asset Management
Connecticut
$12.7K +$13K +208 +2,311%
Nisa Investment Advisors
135
Nisa Investment Advisors
Missouri
$12.3K +$12.5K +200 +2,000%
CWAF
136
Core Wealth Advisors (Florida)
Florida
$11.7K
KFI
137
Key Financial Inc
Pennsylvania
$11.7K
ME
138
McIlrath & Eck
Washington
$11.6K
Barrow, Hanley, Mewhinney & Strauss
139
Barrow, Hanley, Mewhinney & Strauss
Texas
$10.8K
LC
140
Lindbrook Capital
California
$8.03K -$500 -8 -6%
Fifth Third Bancorp
141
Fifth Third Bancorp
Ohio
$6.68K
PCA
142
Providence Capital Advisors
North Carolina
$6.39K
TWC
143
TD Waterhouse Canada
Ontario, Canada
$5.22K -$3.5K -56 -38%
HIM
144
Hillsdale Investment Management
Ontario, Canada
$4.69K +$5K +80 New
Bessemer Group
145
Bessemer Group
New Jersey
$4K -$500 -8 -11%
AF
146
Allworth Financial
California
$1.52K
GWS
147
Glassman Wealth Services
Virginia
$1.52K
HI
148
Harbour Investments
Wisconsin
$1.52K
PFBT
149
Parkside Financial Bank & Trust
Missouri
$1.47K
FFA
150
Farther Finance Advisors
California
$1.29K

USNA Hedge Fund Activity: Q3 2023 in Review

160 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Usana Health Sciences (USNA) for Q3 2023, worth a combined $602M — down 6.9% from $647M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of USNA and 9 opened new positions — a net loss of 9 holders — while 70 trimmed existing stakes and 52 added.

The largest buyer was Morgan Stanley, adding an estimated $4.32M. The largest seller was Acadian Asset Management, cutting an estimated $4.71M.

  • 160 institutional investors held Usana Health Sciences (USNA) as of Q3 2023, down from 169 in Q2 2023.
  • Funds reported $602M of Usana Health Sciences stock for Q3 2023, down 6.9% quarter-over-quarter.
  • 9 funds opened new Usana Health Sciences positions in Q3 2023 and 18 closed out, a net change of -9 holders.
  • The largest Usana Health Sciences buyer in Q3 2023 was Morgan Stanley, an estimated $4.32M added.
  • The largest Usana Health Sciences seller in Q3 2023 was Acadian Asset Management, an estimated $4.71M sold.

Based on aggregated 13F filings for Q3 2023.