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Usana Health Sciences

160 hedge funds and large institutions have $602M invested in Usana Health Sciences in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 52 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more call options, than puts

Call options by funds: $374K | Put options by funds: $88K

0.16% less ownership

Funds ownership: 53.16%53% (-0.16%)

5% less funds holding

Funds holding: 169160 (-9)

7% less capital invested

Capital invested by funds: $647M → $602M (-$44.8M)

26% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 70

50% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 18

Holders
160
Holders Change
-9
Holders Change %
-5.33%
% of All Funds
2.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
52
Reduced
70
Closed
18
Calls
$374K
Puts
$88K
Net Calls
+$286K
Net Calls Change
-$313K
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
151
Versant Capital Management
Arizona
$1.23K
BIA
152
Bell Investment Advisors
California
$997
BAAM
153
Baker Avenue Asset Management
California
$469
FMII
154
Farmers & Merchants Investments Inc
Nebraska
$469
FHA
155
First Horizon Advisors
Tennessee
$468 -$1.44K -23 -74%
MPWT
156
MassMutual Private Wealth & Trust
Connecticut
$410 -$1.56K -25 -78%
AWM
157
Abound Wealth Management
Tennessee
$352
JWA
158
JFS Wealth Advisors
Pennsylvania
$176
AF
159
Advisornet Financial
Minnesota
$59
BA
160
Bridgewater Associates
Connecticut
-$2.25M -35,668 Closed
GCP
161
GSA Capital Partners
United Kingdom
-$801K -12,704 Closed
AIMCA
162
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$720K -11,417 Closed
GC
163
Guggenheim Capital
Illinois
-$539K -8,556 Closed
TI
164
Trexquant Investment
Connecticut
-$450K -7,135 Closed
Jane Street
165
Jane Street
New York
-$397K -6,298 Closed
Susquehanna International Group
166
Susquehanna International Group
Pennsylvania
-$343K -5,434 Closed
DFCM
167
Dark Forest Capital Management
Puerto Rico
-$249K -3,943 Closed
HF
168
HRT Financial
New York
-$230K -3,660 Closed
HighTower Advisors
169
HighTower Advisors
Illinois
-$224K -3,324 Closed
ASRS
170
Arizona State Retirement System
Arizona
-$205K -3,252 Closed
Lazard Asset Management
171
Lazard Asset Management
New York
-$47K -753 Closed
IGWM
172
ICA Group Wealth Management
Colorado
-$8.32K -132 Closed
Simplex Trading
173
Simplex Trading
Illinois
-$6.38K -102 Closed
2L
174
25 LLC
Missouri
-$983 -16 Closed
BTI
175
Blue Trust Inc
Georgia
-$1K -11 Closed

USNA Hedge Fund Activity: Q3 2023 in Review

160 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Usana Health Sciences (USNA) for Q3 2023, worth a combined $602M — down 6.9% from $647M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of USNA and 9 opened new positions — a net loss of 9 holders — while 70 trimmed existing stakes and 52 added.

The largest buyer was Morgan Stanley, adding an estimated $4.32M. The largest seller was Acadian Asset Management, cutting an estimated $4.71M.

  • 160 institutional investors held Usana Health Sciences (USNA) as of Q3 2023, down from 169 in Q2 2023.
  • Funds reported $602M of Usana Health Sciences stock for Q3 2023, down 6.9% quarter-over-quarter.
  • 9 funds opened new Usana Health Sciences positions in Q3 2023 and 18 closed out, a net change of -9 holders.
  • The largest Usana Health Sciences buyer in Q3 2023 was Morgan Stanley, an estimated $4.32M added.
  • The largest Usana Health Sciences seller in Q3 2023 was Acadian Asset Management, an estimated $4.71M sold.

Based on aggregated 13F filings for Q3 2023.