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Usana Health Sciences

154 hedge funds and large institutions have $463M invested in Usana Health Sciences in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 50 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more call options, than puts

Call options by funds: $145K | Put options by funds: $140K

0.8% more ownership

Funds ownership: 52.92%53.72% (+0.8%)

4% less funds holding

Funds holding: 161154 (-7)

6% less capital invested

Capital invested by funds: $494M → $463M (-$31M)

17% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 60

19% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 26

Holders
154
Holders Change
-7
Holders Change %
-4.35%
% of All Funds
2.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
50
Reduced
60
Closed
26
Calls
$145K
Puts
$140K
Net Calls
+$5K
Net Calls Change
+$218K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
151
Abound Wealth Management
Tennessee
$272
AF
152
Allworth Financial
California
$186 +$46 +1 +33%
LFG
153
Larson Financial Group
Missouri
$90 +$92 +2 New
First Trust Advisors
154
First Trust Advisors
Illinois
-$2.79M -57,492 Closed
WCF
155
West Coast Financial
California
-$2.16M -44,489 Closed
Allianz Asset Management
156
Allianz Asset Management
Germany
-$1.84M -37,843 Closed
Tudor Investment Corp
157
Tudor Investment Corp
Connecticut
-$1.37M -28,175 Closed
TPSF
158
Texas Permanent School Fund
Texas
-$471K -9,711 Closed
NRD
159
Nebula Research & Development
New York
-$468K -9,658 Closed
State Board of Administration of Florida Retirement System
160
State Board of Administration of Florida Retirement System
Florida
-$530K -8,430 Closed
VI
161
Vestcor Inc
New Brunswick, Canada
-$365K -7,516 Closed
Two Sigma Investments
162
Two Sigma Investments
New York
-$364K -7,511 Closed
DCM
163
DGS Capital Management
New Jersey
-$352K -7,258 Closed
HSBC Holdings
164
HSBC Holdings
United Kingdom
-$342K -7,059 Closed
VI
165
Versor Investments
New York
-$306K -6,307 Closed
AIG
166
American International Group
New York
-$297K -6,119 Closed
HF
167
HRT Financial
New York
-$296K -6,119 Closed
Creative Planning
168
Creative Planning
Kansas
-$278K -5,738 Closed
EI
169
Ethic Inc
New York
-$263K -5,427 Closed
CC
170
Centiva Capital
New York
-$201K -4,144 Closed
NC
171
nVerses Capital
Florida
-$112K -2,300 Closed
MLICM
172
Metropolitan Life Insurance Company (MetLife)
New York
-$32K -660 Closed
Simplex Trading
173
Simplex Trading
Illinois
-$12.2K -265 Closed
CWAF
174
Core Wealth Advisors (Florida)
Florida
-$9.7K -200 Closed
IGWM
175
ICA Group Wealth Management
Colorado
-$6.4K -132 Closed

USNA Hedge Fund Activity: Q2 2024 in Review

154 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Usana Health Sciences (USNA) for Q2 2024, worth a combined $463M — down 6.3% from $494M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of USNA and 21 opened new positions — a net loss of 5 holders — while 60 trimmed existing stakes and 50 added.

The largest buyer was Pzena Investment Management, adding an estimated $8.8M. The largest seller was First Trust Advisors, exiting entirely with an estimated $2.79M sold.

  • 154 institutional investors held Usana Health Sciences (USNA) as of Q2 2024, down from 161 in Q1 2024.
  • Funds reported $463M of Usana Health Sciences stock for Q2 2024, down 6.3% quarter-over-quarter.
  • 21 funds opened new Usana Health Sciences positions in Q2 2024 and 26 closed out, a net change of -5 holders.
  • The largest Usana Health Sciences buyer in Q2 2024 was Pzena Investment Management, an estimated $8.8M added.
  • The largest Usana Health Sciences seller in Q2 2024 was First Trust Advisors, an estimated $2.79M sold.

Based on aggregated 13F filings for Q2 2024.