We are live on ! Find out more
USNA icon

Usana Health Sciences
USNA

169 hedge funds and large institutions have $647M invested in Usana Health Sciences in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 74 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,361% more call options, than puts

Call options by funds: $643K | Put options by funds: $44K

0.93% less ownership

Funds ownership: 54.09% → 53.16% (-0.93%)

2% less capital invested

Capital invested by funds: $658M → $647M (-$11.5M)

4% less funds holding

Funds holding: 176 → 169 (-7)

32% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 22

34% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 74

Holders
169
Holders Change
-7
Holders Change %
-3.98%
% of All Funds
2.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
49
Reduced
74
Closed
22
Calls
$643K
Puts
$44K
Net Calls
+$599K
Net Calls Change
+$1.83M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$3.44M
2
Invesco
Invesco
Georgia
+$3.23M
3
Man Group
Man Group
United Kingdom
+$2.72M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
+$2.09M
5
American Century Companies
American Century Companies
Missouri
+$1.31M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$5.25M
2
First Trust Advisors
First Trust Advisors
Illinois
-$3.38M
3
BlackRock
BlackRock
New York
-$2.9M
4
Goldman Sachs
Goldman Sachs
New York
-$2.66M
5
Pzena Investment Management
Pzena Investment Management
New York
-$1.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
151
First Horizon Advisors
Tennessee
$1.95K -$955 -15 -33%
AF
152
Allworth Financial
California
$1.64K – – –
GWS
153
Glassman Wealth Services
Virginia
$1.64K – – –
HI
154
Harbour Investments
Wisconsin
$1.64K – – –
PFBT
155
Parkside Financial Bank & Trust
Missouri
$1.58K -$2.04K -32 -56%
FFA
156
Farther Finance Advisors
California
$1.39K – – –
VCM
157
Versant Capital Management
Arizona
$1.32K – – –
BIA
158
Bell Investment Advisors
California
$1.07K – – –
BTI
159
Blue Trust Inc
Georgia
$1K -$5.92K -93 -89%
AW
160
Avion Wealth
Texas
$1K +$1.66K +26 New
2L
161
25 LLC
Missouri
$983 +$509 +8 +100%
Nisa Investment Advisors
162
Nisa Investment Advisors
Missouri
$630 – – –
Point72 Asset Management
163
Point72 Asset Management
Connecticut
$567 +$573 +9 New
BAAM
164
Baker Avenue Asset Management
California
$504 -$446 -7 -47%
FMII
165
Farmers & Merchants Investments Inc
Nebraska
$504 – – –
AWM
166
Abound Wealth Management
Tennessee
$379 +$382 +6 New
JWA
167
JFS Wealth Advisors
Pennsylvania
$190 -$127 -2 -40%
SIC
168
SJS Investment Consulting
Ohio
$64 +$64 +1 New
AF
169
Advisornet Financial
Minnesota
$63 -$64 -1 -50%
First Trust Advisors
170
First Trust Advisors
Illinois
– -$3.38M -53,719 Closed
WG
171
Winton Group
United Kingdom
– -$1.7M -26,950 Closed
Balyasny Asset Management
172
Balyasny Asset Management
Illinois
– -$823K -13,091 Closed
SG Americas Securities
173
SG Americas Securities
New York
– -$561K -8,923 Closed
OQS
174
Occudo Quantitative Strategies
Florida
– -$480K -7,630 Closed
CANY
175
Caxton Associates (New York)
New York
– -$373K -5,928 Closed
4 5 6
7
8

USNA Hedge Fund Activity: Q2 2023 in Review

169 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Usana Health Sciences (USNA) for Q2 2023, worth a combined $647M — down 1.7% from $658M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of USNA and 15 opened new positions — a net loss of 7 holders — while 74 trimmed existing stakes and 49 added.

The largest buyer was JP Morgan Chase, adding an estimated $3.44M. The largest seller was UBS Group, cutting an estimated $5.25M.

  • 169 institutional investors held Usana Health Sciences (USNA) as of Q2 2023, down from 176 in Q1 2023.
  • Funds reported $647M of Usana Health Sciences stock for Q2 2023, down 1.7% quarter-over-quarter.
  • 15 funds opened new Usana Health Sciences positions in Q2 2023 and 22 closed out, a net change of -7 holders.
  • The largest Usana Health Sciences buyer in Q2 2023 was JP Morgan Chase, an estimated $3.44M added.
  • The largest Usana Health Sciences seller in Q2 2023 was UBS Group, an estimated $5.25M sold.

Based on aggregated 13F filings for Q2 2023.