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Usana Health Sciences
USNA

182 hedge funds and large institutions have $758M invested in Usana Health Sciences in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 65 increasing their positions, 68 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

2% more funds holding

Funds holding: 179 → 182 (+3)

0.27% more ownership

Funds ownership: 54.21% → 54.48% (+0.27%)

4% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 68

9% less capital invested

Capital invested by funds: $832M → $758M (-$73.9M)

Holders
182
Holders Change
+3
Holders Change %
+1.68%
% of All Funds
3.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
65
Reduced
68
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.79M
2
UBS Group
UBS Group
Switzerland
+$3.88M
3
CEI
Clark Estates Inc
New York
+$3.46M
4
BlackRock
BlackRock
New York
+$3.31M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$2.13M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$7.49M
2
N
Nuveen
North Carolina
-$5.6M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$4.23M
4
Man Group
Man Group
United Kingdom
-$2.87M
5
CSS
Cubist Systematic Strategies
Connecticut
-$1.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
151
Penserra Capital Management
California
$19K +$10.7K +144 +109%
Macquarie Group
152
Macquarie Group
Australia
$18K – – –
QCG
153
Quadrant Capital Group
Ohio
$16K +$7.82K +105 +86%
Lazard Asset Management
154
Lazard Asset Management
New York
$16K +$16.8K +225 New
US Bancorp
155
US Bancorp
Minnesota
$15K +$6.63K +89 +76%
CWAF
156
Core Wealth Advisors (Florida)
Florida
$14K – – –
ME
157
McIlrath & Eck
Washington
$14K – – –
VCM
158
Versant Capital Management
Arizona
$13K – – –
TWC
159
TD Waterhouse Canada
Ontario, Canada
$10.9K – – –
SWA
160
Sutton Wealth Advisors
Florida
$10.5K -$6.7K -90 -38%
LC
161
Lindbrook Capital
California
$8K -$223 -3 -3%
PCA
162
Providence Capital Advisors
North Carolina
$8K – – –
BTI
163
Blue Trust Inc
Georgia
$5K +$4.69K +63 New
Nisa Investment Advisors
164
Nisa Investment Advisors
Missouri
$4K -$15.3K -206 -80%
Bessemer Group
165
Bessemer Group
New Jersey
$3K – – –
IA
166
IFP Advisors
Florida
$3K – – –
TWA
167
TCI Wealth Advisors
Arizona
$3K +$1.34K +18 +90%
PFBT
168
Parkside Financial Bank & Trust
Missouri
$2K -$1.49K -20 -38%
LF
169
Lee Financial
Texas
$2K +$1.71K +23 +383%
HI
170
Harbour Investments
Wisconsin
$2K +$1.94K +26 New
Rockefeller Capital Management
171
Rockefeller Capital Management
New York
$2K +$2.16K +29 +725%
FHA
172
First Horizon Advisors
Tennessee
$2K +$2.68K +36 New
MAM
173
Meeder Asset Management
Ohio
$1K -$3.87K -52 -79%
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$1K -$670 -9 -31%
GC
175
Globeflex Capital
California
$1K – – –
4 5 6
7
8

USNA Hedge Fund Activity: Q2 2022 in Review

182 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Usana Health Sciences (USNA) for Q2 2022, worth a combined $758M — down 8.9% from $832M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new USNA positions and 16 closed out — a net gain of 6 holders — while 65 added to existing stakes and 68 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.79M. The largest seller was Wellington Management Group, exiting entirely with an estimated $7.49M sold.

  • 182 institutional investors held Usana Health Sciences (USNA) as of Q2 2022, up from 179 in Q1 2022.
  • Funds reported $758M of Usana Health Sciences stock for Q2 2022, down 8.9% quarter-over-quarter.
  • 22 funds opened new Usana Health Sciences positions in Q2 2022 and 16 closed out, a net change of +6 holders.
  • The largest Usana Health Sciences buyer in Q2 2022 was Morgan Stanley, an estimated $4.79M added.
  • The largest Usana Health Sciences seller in Q2 2022 was Wellington Management Group, an estimated $7.49M sold.

Based on aggregated 13F filings for Q2 2022.