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Usana Health Sciences

147 hedge funds and large institutions have $403M invested in Usana Health Sciences in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 54 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $140K | Put options by funds: $106K

2.11% more ownership

Funds ownership: 53.72%55.83% (+2.1%)

2% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 54

5% less funds holding

Funds holding: 154147 (-7)

13% less capital invested

Capital invested by funds: $463M → $403M (-$59.7M)

30% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 23

Holders
147
Holders Change
-7
Holders Change %
-4.55%
% of All Funds
2.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
53
Reduced
54
Closed
23
Calls
$140K
Puts
$106K
Net Calls
+$34K
Net Calls Change
+$29K
Name Holding Trade Value Shares
Change
Change in
Stake
LC
126
Lindbrook Capital
California
$3.3K -$4.27K -104 -54%
AWM
127
Avior Wealth Management
Nebraska
$3.03K +$288 +7 +10%
AAP
128
Arax Advisory Partners
Colorado
$2.05K
FCAS
129
First Command Advisory Services
Texas
$1.52K
SCM
130
Sterling Capital Management
North Carolina
$1.52K +$1.64K +40 New
W
131
WealthCollab
Washington
$1.48K -$16.1K -393 -91%
GJWM
132
Gilliland Jeter Wealth Management
Arkansas
$1.36K
MPWT
133
MassMutual Private Wealth & Trust
Connecticut
$1.25K -$8.22K -200 -86%
Fifth Third Bancorp
134
Fifth Third Bancorp
Ohio
$1.14K +$370 +9 +43%
PWMG
135
Private Wealth Management Group
New Jersey
$1.06K +$1.15K +28 New
Lazard Asset Management
136
Lazard Asset Management
New York
$1K -$34.6K -842 -97%
HI
137
Harbour Investments
Wisconsin
$986
UB
138
UMB Bank
Missouri
$986 +$411 +10 +63%
VCM
139
Versant Capital Management
Arizona
$796
BIA
140
Bell Investment Advisors
California
$645 -$452 -11 -39%
AF
141
Allworth Financial
California
$456 +$329 +8 +200%
FMII
142
Farmers & Merchants Investments Inc
Nebraska
$303
ACM
143
Aster Capital Management
United Arab Emirates
$114 +$123 +3 New
LFG
144
Larson Financial Group
Missouri
$76
MFG
145
Mendota Financial Group
Wisconsin
$76 +$82 +2 New
CPA
146
Capital Performance Advisors
California
$38 +$41 +1 New
SEI Investments
147
SEI Investments
Pennsylvania
-$847K -18,728 Closed
Acadian Asset Management
148
Acadian Asset Management
Massachusetts
-$830K -18,360 Closed
CSS
149
Cubist Systematic Strategies
Connecticut
-$535K -11,822 Closed
Marshall Wace
150
Marshall Wace
United Kingdom
-$525K -11,602 Closed

USNA Hedge Fund Activity: Q3 2024 in Review

147 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Usana Health Sciences (USNA) for Q3 2024, worth a combined $403M — down 13% from $463M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of USNA and 16 opened new positions — a net loss of 7 holders — while 54 trimmed existing stakes and 53 added.

The largest buyer was Pacer Advisors, adding an estimated $3.16M. The largest seller was JP Morgan Chase, cutting an estimated $1.48M.

  • 147 institutional investors held Usana Health Sciences (USNA) as of Q3 2024, down from 154 in Q2 2024.
  • Funds reported $403M of Usana Health Sciences stock for Q3 2024, down 13% quarter-over-quarter.
  • 16 funds opened new Usana Health Sciences positions in Q3 2024 and 23 closed out, a net change of -7 holders.
  • The largest Usana Health Sciences buyer in Q3 2024 was Pacer Advisors, an estimated $3.16M added.
  • The largest Usana Health Sciences seller in Q3 2024 was JP Morgan Chase, an estimated $1.48M sold.

Based on aggregated 13F filings for Q3 2024.