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Usana Health Sciences

161 hedge funds and large institutions have $494M invested in Usana Health Sciences in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 54 increasing their positions, 62 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.82% less ownership

Funds ownership: 55.74%52.92% (-2.8%)

4% less funds holding

Funds holding: 167161 (-6)

13% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 62

14% less capital invested

Capital invested by funds: $572M → $494M (-$77.6M)

24% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 21

35% less call options, than puts

Call options by funds: $402K | Put options by funds: $615K

Holders
161
Holders Change
-6
Holders Change %
-3.59%
% of All Funds
2.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
54
Reduced
62
Closed
21
Calls
$402K
Puts
$615K
Net Calls
-$213K
Net Calls Change
-$250K
Name Holding Trade Value Shares
Change
Change in
Stake
W
126
WealthCollab
Washington
$24.1K +$1.37K +28 +6%
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$23.4K -$2.99K -61 -11%
Fidelity Investments
128
Fidelity Investments
Massachusetts
$22.1K +$1.52K +31 +7%
QCG
129
Quadrant Capital Group
Ohio
$17.7K -$30.1K -614 -63%
Nisa Investment Advisors
130
Nisa Investment Advisors
Missouri
$12.3K +$12.1K +248 +4,960%
LC
131
Lindbrook Capital
California
$12K -$3.62K -74 -23%
Simplex Trading
132
Simplex Trading
Illinois
$12K +$13K +265 New
C
133
Covestor
United Kingdom
$10K -$75.9K -1,550 -88%
CWAF
134
Core Wealth Advisors (Florida)
Florida
$9.7K
KFI
135
Key Financial Inc
Pennsylvania
$9.7K
ME
136
McIlrath & Eck
Washington
$9.6K
HNB
137
Huntington National Bank
Ohio
$8.1K +$1.47K +30 +22%
Barrow, Hanley, Mewhinney & Strauss
138
Barrow, Hanley, Mewhinney & Strauss
Texas
$8.05K
IGWM
139
ICA Group Wealth Management
Colorado
$6.4K
GI
140
GAMMA Investing
California
$5.63K +$5.09K +104 +867%
BTI
141
Blue Trust Inc
Georgia
$5.33K +$5.39K +110 New
PCA
142
Providence Capital Advisors
North Carolina
$5.29K
MPWT
143
MassMutual Private Wealth & Trust
Connecticut
$5.09K +$147 +3 +3%
TWC
144
TD Waterhouse Canada
Ontario, Canada
$4.19K
AWM
145
Avior Wealth Management
Nebraska
$3.64K +$3.67K +75 New
QL
146
Quarry LP
New York
$3.35K +$3.38K +69 New
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$3.01K +$1.67K +34 +121%
FCAS
148
First Command Advisory Services
Texas
$1.94K +$1.96K +40 New
GJWM
149
Gilliland Jeter Wealth Management
Arkansas
$1.75K +$1.76K +36 New
AF
150
Advisornet Financial
Minnesota
$1.31K +$784 +16 +145%

USNA Hedge Fund Activity: Q1 2024 in Review

161 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Usana Health Sciences (USNA) for Q1 2024, worth a combined $494M — down 14% from $572M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of USNA and 16 opened new positions — a net loss of 5 holders — while 62 trimmed existing stakes and 54 added.

The largest buyer was Pacer Advisors, adding an estimated $3.5M. The largest seller was Morgan Stanley, cutting an estimated $12.9M.

  • 161 institutional investors held Usana Health Sciences (USNA) as of Q1 2024, down from 167 in Q4 2023.
  • Funds reported $494M of Usana Health Sciences stock for Q1 2024, down 14% quarter-over-quarter.
  • 16 funds opened new Usana Health Sciences positions in Q1 2024 and 21 closed out, a net change of -5 holders.
  • The largest Usana Health Sciences buyer in Q1 2024 was Pacer Advisors, an estimated $3.5M added.
  • The largest Usana Health Sciences seller in Q1 2024 was Morgan Stanley, an estimated $12.9M sold.

Based on aggregated 13F filings for Q1 2024.