We are live on ! Find out more
USNA icon

Usana Health Sciences

190 hedge funds and large institutions have $1.46B invested in Usana Health Sciences in 2018 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 53 increasing their positions, 84 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3.33% less ownership

Funds ownership: 55.31%51.98% (-3.3%)

4% less funds holding

Funds holding: 197190 (-7)

10% less capital invested

Capital invested by funds: $1.62B → $1.46B (-$160M)

24% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 29

37% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 84

89% less call options, than puts

Call options by funds: $294K | Put options by funds: $2.65M

Holders
190
Holders Change
-7
Holders Change %
-3.55%
% of All Funds
4.23%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
22
Increased
53
Reduced
84
Closed
29
Calls
$294K
Puts
$2.65M
Net Calls
-$2.35M
Net Calls Change
-$1.99M
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
176
Focused Wealth Management
New York
$13K
Nisa Investment Advisors
177
Nisa Investment Advisors
Missouri
$13K
RE
178
RBC Europe
United Kingdom
$12.9K
BWA
179
BDO Wealth Advisors
Florida
$12K
WTB
180
Washington Trust Bank
Washington
$12K
APA
181
American Portfolios Advisors
New York
$10.6K
Schroder Investment Management Group
182
Schroder Investment Management Group
United Kingdom
$8.7K -$33.1K -286 -0.4%
BWM
183
Baystate Wealth Management
Massachusetts
$8K +$7.63K +66 New
FHB
184
First Hawaiian Bank
Hawaii
$7K
TRCT
185
Tower Research Capital (TRC)
New York
$2K -$267K -2,306 -99%
HAM
186
Highstreet Asset Management
Ontario, Canada
$2K -$1.04K -9 -33%
PA
187
Parallel Advisors
California
$2K +$2.2K +19 New
AssetMark Inc
188
AssetMark Inc
California
$1K
VCM
189
Versant Capital Management
Arizona
$1K
PFGIA
190
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$809 +7 New
SG Americas Securities
191
SG Americas Securities
New York
-$9.03M -74,890 Closed
Voloridge Investment Management
192
Voloridge Investment Management
Florida
-$3.22M -26,718 Closed
HA
193
Hays Advisory
Tennessee
-$2.96M -24,536 Closed
MSE
194
MUFG Securities EMEA
United Kingdom
-$2.89M -24,000 Closed
SCP
195
Seizert Capital Partners
Michigan
-$2.64M -21,933 Closed
CFA
196
Camarda Financial Advisors
Florida
-$2.17M -17,980 Closed
MWNA
197
Marshall Wace North America
New York
-$2.08M -17,284 Closed
EGM
198
Engineers Gate Manager
New York
-$1.9M -15,723 Closed
SEC
199
Seven Eight Capital
New York
-$1.72M -14,300 Closed
CCS
200
Crosspoint Capital Strategies
California
-$1.48M -12,233 Closed

USNA Hedge Fund Activity: Q4 2018 in Review

190 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Usana Health Sciences (USNA) for Q4 2018, worth a combined $1.46B — down 9.9% from $1.62B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of USNA and 22 opened new positions — a net loss of 7 holders — while 84 trimmed existing stakes and 53 added.

The largest buyer was Vanguard Group, adding an estimated $12.2M. The largest seller was Renaissance Technologies, cutting an estimated $25.1M.

  • 190 institutional investors held Usana Health Sciences (USNA) as of Q4 2018, down from 197 in Q3 2018.
  • Funds reported $1.46B of Usana Health Sciences stock for Q4 2018, down 9.9% quarter-over-quarter.
  • 22 funds opened new Usana Health Sciences positions in Q4 2018 and 29 closed out, a net change of -7 holders.
  • The largest Usana Health Sciences buyer in Q4 2018 was Vanguard Group, an estimated $12.2M added.
  • The largest Usana Health Sciences seller in Q4 2018 was Renaissance Technologies, an estimated $25.1M sold.

Based on aggregated 13F filings for Q4 2018.