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Usana Health Sciences
USNA

145 hedge funds and large institutions have $714M invested in Usana Health Sciences in 2017 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 66 increasing their positions, 36 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 36

20% more capital invested

Capital invested by funds: $593M → $714M (+$121M)

16% more call options, than puts

Call options by funds: $4.56M | Put options by funds: $3.92M

3.46% more ownership

Funds ownership: 42% → 45.46% (+3.5%)

6% less funds holding

Funds holding: 155 → 145 (-10)

28% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 25

Holders
145
Holders Change
-10
Holders Change %
-6.45%
% of All Funds
3.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
66
Reduced
36
Closed
25
Calls
$4.56M
Puts
$3.92M
Net Calls
+$636K
Net Calls Change
+$636K

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$11.5M
2
Deutsche Bank
Deutsche Bank
Germany
+$6.89M
3
UBS Group
UBS Group
Switzerland
+$6.77M
4
Two Sigma Investments
Two Sigma Investments
New York
+$5.93M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$4.94M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.88M
2
Charles Schwab
Charles Schwab
California
-$2.03M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.53M
4
MWNA
Marshall Wace North America
New York
-$1.44M
5
AG
Algert Global
California
-$1.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCH
151
Freestone Capital Holdings
Washington
– -$536K -9,298 Closed
DTL
152
Dynamic Technology Lab
Singapore
– -$515K -8,940 Closed
RQS
153
Ramsey Quantitative Systems
Kentucky
– -$507K -8,808 Closed
Principal Financial Group
154
Principal Financial Group
Iowa
– -$416K -7,224 Closed
JG
155
Jefferies Group
New York
– -$392K -6,803 Closed
Janney Montgomery Scott
156
Janney Montgomery Scott
Pennsylvania
– -$381K -6,619 Closed
Jacobs Levy Equity Management
157
Jacobs Levy Equity Management
New Jersey
– -$331K -5,740 Closed
HighTower Advisors
158
HighTower Advisors
Illinois
– -$306K -5,298 Closed
CG
159
Clinton Group
New York
– -$302K -5,238 Closed
LA
160
Lucus Advisors
New York
– -$284K -4,926 Closed
HCM
161
Highbridge Capital Management
New York
– -$254K -4,415 Closed
VKH
162
Virtu KCG Holdings
New York
– -$248K -4,303 Closed
AL
163
Airain Ltd
Guernsey
– -$230K -3,998 Closed
Squarepoint
164
Squarepoint
New York
– -$217K -3,776 Closed
NI
165
Numeric Investors
Massachusetts
– -$213K -3,700 Closed
NCCM
166
Nine Chapters Capital Management
New Jersey
– -$207K -3,600 Closed
AG
167
Advisor Group
Arizona
– -$75K -1,302 Closed
AAM
168
Advisors Asset Management
Colorado
– -$42K -733 Closed
TRCT
169
Tower Research Capital (TRC)
New York
– -$17K -300 Closed
3 4 5 6
7

USNA Hedge Fund Activity: Q2 2017 in Review

145 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Usana Health Sciences (USNA) for Q2 2017, worth a combined $714M — up 20% from $593M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of USNA and 18 opened new positions — a net loss of 7 holders — while 36 trimmed existing stakes and 66 added.

The largest buyer was Renaissance Technologies, adding an estimated $11.5M. The largest seller was Morgan Stanley, cutting an estimated $3.88M.

  • 145 institutional investors held Usana Health Sciences (USNA) as of Q2 2017, down from 155 in Q1 2017.
  • Funds reported $714M of Usana Health Sciences stock for Q2 2017, up 20% quarter-over-quarter.
  • 18 funds opened new Usana Health Sciences positions in Q2 2017 and 25 closed out, a net change of -7 holders.
  • The largest Usana Health Sciences buyer in Q2 2017 was Renaissance Technologies, an estimated $11.5M added.
  • The largest Usana Health Sciences seller in Q2 2017 was Morgan Stanley, an estimated $3.88M sold.

Based on aggregated 13F filings for Q2 2017.