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Usana Health Sciences

152 hedge funds and large institutions have $387M invested in Usana Health Sciences in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 48 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 20

3% more funds holding

Funds holding: 147152 (+5)

0.74% more ownership

Funds ownership: 55.83%56.57% (+0.74%)

0% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 48

4% less capital invested

Capital invested by funds: $403M → $387M (-$16.3M)

39% less call options, than puts

Call options by funds: $50K | Put options by funds: $82K

Holders
152
Holders Change
+5
Holders Change %
+3.4%
% of All Funds
2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
48
Reduced
48
Closed
20
Calls
$50K
Puts
$82K
Net Calls
-$32K
Net Calls Change
-$66K
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
151
EverSource Wealth Advisors
Alabama
$179 +$187 +5 New
LFG
152
Larson Financial Group
Missouri
$72
Allspring Global Investments
153
Allspring Global Investments
North Carolina
-$1.47M -38,821 Closed
DM
154
Deerfield Management
New York
-$1.29M -34,136 Closed
DA
155
Denali Advisors
California
-$1.29M -34,000 Closed
WG
156
Winton Group
United Kingdom
-$705K -18,598 Closed
TD Asset Management
157
TD Asset Management
Ontario, Canada
-$576K -15,200 Closed
OQS
158
Occudo Quantitative Strategies
Florida
-$280K -7,397 Closed
SO
159
STRS Ohio
Ohio
-$277K -7,300 Closed
Teacher Retirement System of Texas
160
Teacher Retirement System of Texas
Texas
-$214K -5,651 Closed
State of Wisconsin Investment Board
161
State of Wisconsin Investment Board
Wisconsin
-$209K -5,516 Closed
EI
162
Ethic Inc
New York
-$263K -5,427 Closed
LSERS
163
Louisiana State Employees Retirement System
Louisiana
-$201K -5,300 Closed
BF
164
BOK Financial
Oklahoma
-$162K -4,560 Closed
KBC Group
165
KBC Group
Belgium
-$40K -1,056 Closed
VWM
166
Venturi Wealth Management
Texas
-$4.17K -110 Closed
PCA
167
Providence Capital Advisors
North Carolina
-$4.13K -109 Closed
AAP
168
Arax Advisory Partners
Colorado
-$2.05K -54 Closed
GJWM
169
Gilliland Jeter Wealth Management
Arkansas
-$1.36K -36 Closed
ACM
170
Aster Capital Management
United Arab Emirates
-$114 -3 Closed
MFG
171
Mendota Financial Group
Wisconsin
-$76 -2 Closed
CPA
172
Capital Performance Advisors
California
-$38 -1 Closed

USNA Hedge Fund Activity: Q4 2024 in Review

152 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Usana Health Sciences (USNA) for Q4 2024, worth a combined $387M — down 4% from $403M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new USNA positions and 20 closed out — a net gain of 5 holders — while 48 added to existing stakes and 48 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $3.65M. The largest seller was UBS Group, cutting an estimated $3.72M.

  • 152 institutional investors held Usana Health Sciences (USNA) as of Q4 2024, up from 147 in Q3 2024.
  • Funds reported $387M of Usana Health Sciences stock for Q4 2024, down 4% quarter-over-quarter.
  • 25 funds opened new Usana Health Sciences positions in Q4 2024 and 20 closed out, a net change of +5 holders.
  • The largest Usana Health Sciences buyer in Q4 2024 was Royal Bank of Canada, an estimated $3.65M added.
  • The largest Usana Health Sciences seller in Q4 2024 was UBS Group, an estimated $3.72M sold.

Based on aggregated 13F filings for Q4 2024.