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Usana Health Sciences

154 hedge funds and large institutions have $463M invested in Usana Health Sciences in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 50 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more call options, than puts

Call options by funds: $145K | Put options by funds: $140K

0.8% more ownership

Funds ownership: 52.92%53.72% (+0.8%)

4% less funds holding

Funds holding: 161154 (-7)

6% less capital invested

Capital invested by funds: $494M → $463M (-$31M)

17% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 60

19% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 26

Holders
154
Holders Change
-7
Holders Change %
-4.35%
% of All Funds
2.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
50
Reduced
60
Closed
26
Calls
$145K
Puts
$140K
Net Calls
+$5K
Net Calls Change
+$218K
Name Holding Trade Value Shares
Change
Change in
Stake
PA
126
Parallel Advisors
California
$9.55K -$19K -412 -66%
KFI
127
Key Financial Inc
Pennsylvania
$9.05K
ME
128
McIlrath & Eck
Washington
$8.96K
LC
129
Lindbrook Capital
California
$8.64K -$2.62K -57 -23%
Barrow, Hanley, Mewhinney & Strauss
130
Barrow, Hanley, Mewhinney & Strauss
Texas
$7.51K
Bessemer Group
131
Bessemer Group
New Jersey
$6K +$5.71K +124 New
BTI
132
Blue Trust Inc
Georgia
$5.33K
PCA
133
Providence Capital Advisors
North Carolina
$4.93K
TWC
134
TD Waterhouse Canada
Ontario, Canada
$4.03K
AWM
135
Avior Wealth Management
Nebraska
$3.3K -$92 -2 -3%
AAP
136
Arax Advisory Partners
Colorado
$2.44K +$2.48K +54 New
IC
137
Innealta Capital
Texas
$1.85K +$1.89K +41 New
FCAS
138
First Command Advisory Services
Texas
$1.81K
Nisa Investment Advisors
139
Nisa Investment Advisors
Missouri
$1.76K -$9.85K -214 -85%
GJWM
140
Gilliland Jeter Wealth Management
Arkansas
$1.63K
HNB
141
Huntington National Bank
Ohio
$1.36K -$6.3K -137 -82%
BIA
142
Bell Investment Advisors
California
$1.27K +$506 +11 +65%
HI
143
Harbour Investments
Wisconsin
$1.18K
CAL
144
Capital Advisors Ltd
Ohio
$1K +$828 +18 New
Fifth Third Bancorp
145
Fifth Third Bancorp
Ohio
$950 -$1.89K -41 -66%
VCM
146
Versant Capital Management
Arizona
$950
UB
147
UMB Bank
Missouri
$724 +$736 +16 New
IA
148
IFP Advisors
Florida
$679
FFA
149
Farther Finance Advisors
California
$448 -$414 -9 -47%
FMII
150
Farmers & Merchants Investments Inc
Nebraska
$362

USNA Hedge Fund Activity: Q2 2024 in Review

154 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Usana Health Sciences (USNA) for Q2 2024, worth a combined $463M — down 6.3% from $494M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of USNA and 21 opened new positions — a net loss of 5 holders — while 60 trimmed existing stakes and 50 added.

The largest buyer was Pzena Investment Management, adding an estimated $8.8M. The largest seller was First Trust Advisors, exiting entirely with an estimated $2.79M sold.

  • 154 institutional investors held Usana Health Sciences (USNA) as of Q2 2024, down from 161 in Q1 2024.
  • Funds reported $463M of Usana Health Sciences stock for Q2 2024, down 6.3% quarter-over-quarter.
  • 21 funds opened new Usana Health Sciences positions in Q2 2024 and 26 closed out, a net change of -5 holders.
  • The largest Usana Health Sciences buyer in Q2 2024 was Pzena Investment Management, an estimated $8.8M added.
  • The largest Usana Health Sciences seller in Q2 2024 was First Trust Advisors, an estimated $2.79M sold.

Based on aggregated 13F filings for Q2 2024.