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Usana Health Sciences

191 hedge funds and large institutions have $1.08B invested in Usana Health Sciences in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 36 increasing their positions, 90 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

9% more capital invested

Capital invested by funds: $994M → $1.08B (+$85.6M)

6% more funds holding

Funds holding: 180191 (+11)

0.95% more ownership

Funds ownership: 53.91%54.86% (+0.95%)

60% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 90

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $486K

Holders
191
Holders Change
+11
Holders Change %
+6.11%
% of All Funds
2.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
36
Reduced
90
Closed
19
Calls
Puts
$486K
Net Calls
-$486K
Net Calls Change
+$776K
Name Holding Trade Value Shares
Change
Change in
Stake
SOW
151
State of Wyoming
Wyoming
$65K +$64.5K +647 New
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$59K -$10.3K -103 -15%
LSA
153
Leonteq Securities AG
Switzerland
$56.2K +$2.99K +30 +6%
ACM
154
Aquatic Capital Management
Illinois
$51K +$49.9K +500 New
C
155
Covestor
United Kingdom
$49K +$48K +481 New
AS
156
Altshuler Shaham
Israel
$48K -$3.29K -33 -6%
EVM
157
Eaton Vance Management
Massachusetts
$47K +$7.48K +75 +20%
PHK
158
Point72 Hong Kong
Hong Kong
$32K -$16.7K -167 -34%
RFA
159
Reilly Financial Advisors
California
$32K +$31.9K +320 New
VRM
160
Vectors Research Management
New York
$30K
Macquarie Group
161
Macquarie Group
Australia
$26K
SFM
162
Signet Financial Management
New Jersey
$21K +$20.7K +208 New
VCM
163
Versant Capital Management
Arizona
$20K -$200 -2 -1%
CWAF
164
Core Wealth Advisors (Florida)
Florida
$20K
ME
165
McIlrath & Eck
Washington
$20K
US Bancorp
166
US Bancorp
Minnesota
$18K +$200 +2 +1%
SWA
167
Sutton Wealth Advisors
Florida
$14.6K +$299 +3 +2%
TRCT
168
Tower Research Capital (TRC)
New York
$14K -$59.8K -599 -81%
PCM
169
Penserra Capital Management
California
$13K -$2.59K -26 -16%
FWM
170
Focused Wealth Management
New York
$11K
Nisa Investment Advisors
171
Nisa Investment Advisors
Missouri
$11K
PCA
172
Providence Capital Advisors
North Carolina
$11K
APA
173
American Portfolios Advisors
New York
$10.1K +$9.97K +100 New
LC
174
Lindbrook Capital
California
$10K
PA
175
Parallel Advisors
California
$10K +$2K +20 +26%

USNA Hedge Fund Activity: Q4 2021 in Review

191 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Usana Health Sciences (USNA) for Q4 2021, worth a combined $1.08B — up 8.6% from $994M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new USNA positions and 19 closed out — a net gain of 11 holders — while 36 added to existing stakes and 90 trimmed.

The largest buyer was Pzena Investment Management, adding an estimated $34.9M. The largest seller was Man Group, cutting an estimated $7.87M.

  • 191 institutional investors held Usana Health Sciences (USNA) as of Q4 2021, up from 180 in Q3 2021.
  • Funds reported $1.08B of Usana Health Sciences stock for Q4 2021, up 8.6% quarter-over-quarter.
  • 30 funds opened new Usana Health Sciences positions in Q4 2021 and 19 closed out, a net change of +11 holders.
  • The largest Usana Health Sciences buyer in Q4 2021 was Pzena Investment Management, an estimated $34.9M added.
  • The largest Usana Health Sciences seller in Q4 2021 was Man Group, an estimated $7.87M sold.

Based on aggregated 13F filings for Q4 2021.