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Usana Health Sciences

161 hedge funds and large institutions have $494M invested in Usana Health Sciences in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 54 increasing their positions, 62 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.82% less ownership

Funds ownership: 55.74%52.92% (-2.8%)

4% less funds holding

Funds holding: 167161 (-6)

13% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 62

14% less capital invested

Capital invested by funds: $572M → $494M (-$77.6M)

24% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 21

35% less call options, than puts

Call options by funds: $402K | Put options by funds: $615K

Holders
161
Holders Change
-6
Holders Change %
-3.59%
% of All Funds
2.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
54
Reduced
62
Closed
21
Calls
$402K
Puts
$615K
Net Calls
-$213K
Net Calls Change
-$250K
Name Holding Trade Value Shares
Change
Change in
Stake
HI
151
Harbour Investments
Wisconsin
$1.26K
VCM
152
Versant Capital Management
Arizona
$1.02K
AW
153
Avion Wealth
Texas
$1K
FFA
154
Farther Finance Advisors
California
$911 +$441 +9 +90%
BIA
155
Bell Investment Advisors
California
$825
PWMG
156
Private Wealth Management Group
New Jersey
$825 +$832 +17 New
IA
157
IFP Advisors
Florida
$728 +$735 +15 New
FMII
158
Farmers & Merchants Investments Inc
Nebraska
$388
AWM
159
Abound Wealth Management
Tennessee
$291
AF
160
Allworth Financial
California
$146 -$147 -3 -50%
SIC
161
SJS Investment Consulting
Ohio
$49
Hotchkis & Wiley Capital Management
162
Hotchkis & Wiley Capital Management
California
-$6.3M -117,620 Closed
ECM
163
ExodusPoint Capital Management
New York
-$1.45M -27,089 Closed
JAM
164
Jupiter Asset Management
United Kingdom
-$978K -18,244 Closed
Squarepoint
165
Squarepoint
New York
-$789K -14,725 Closed
Balyasny Asset Management
166
Balyasny Asset Management
Illinois
-$747K -13,934 Closed
State of Wisconsin Investment Board
167
State of Wisconsin Investment Board
Wisconsin
-$729K -13,598 Closed
GCP
168
GSA Capital Partners
United Kingdom
-$721K -13,454 Closed
VOYA Investment Management
169
VOYA Investment Management
Georgia
-$590K -11,010 Closed
NYLIM
170
New York Life Investment Management
New York
-$297K -5,532 Closed
Verition Fund Management
171
Verition Fund Management
Connecticut
-$230K -4,291 Closed
MSRPS
172
Maryland State Retirement & Pension System
Maryland
-$221K -4,124 Closed
Millennium Management
173
Millennium Management
New York
-$208K -3,880 Closed
Qube Research & Technologies (QRT)
174
Qube Research & Technologies (QRT)
United Kingdom
-$207K -3,862 Closed
Susquehanna International Group
175
Susquehanna International Group
Pennsylvania
-$206K -3,843 Closed

USNA Hedge Fund Activity: Q1 2024 in Review

161 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Usana Health Sciences (USNA) for Q1 2024, worth a combined $494M — down 14% from $572M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of USNA and 16 opened new positions — a net loss of 5 holders — while 62 trimmed existing stakes and 54 added.

The largest buyer was Pacer Advisors, adding an estimated $3.5M. The largest seller was Morgan Stanley, cutting an estimated $12.9M.

  • 161 institutional investors held Usana Health Sciences (USNA) as of Q1 2024, down from 167 in Q4 2023.
  • Funds reported $494M of Usana Health Sciences stock for Q1 2024, down 14% quarter-over-quarter.
  • 16 funds opened new Usana Health Sciences positions in Q1 2024 and 21 closed out, a net change of -5 holders.
  • The largest Usana Health Sciences buyer in Q1 2024 was Pacer Advisors, an estimated $3.5M added.
  • The largest Usana Health Sciences seller in Q1 2024 was Morgan Stanley, an estimated $12.9M sold.

Based on aggregated 13F filings for Q1 2024.