We are live on ! Find out more
USNA icon

Usana Health Sciences
USNA

182 hedge funds and large institutions have $758M invested in Usana Health Sciences in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 65 increasing their positions, 68 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

2% more funds holding

Funds holding: 179 → 182 (+3)

0.27% more ownership

Funds ownership: 54.21% → 54.48% (+0.27%)

4% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 68

9% less capital invested

Capital invested by funds: $832M → $758M (-$73.9M)

Holders
182
Holders Change
+3
Holders Change %
+1.68%
% of All Funds
3.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
65
Reduced
68
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.79M
2
UBS Group
UBS Group
Switzerland
+$3.88M
3
CEI
Clark Estates Inc
New York
+$3.46M
4
BlackRock
BlackRock
New York
+$3.31M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$2.13M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$7.49M
2
N
Nuveen
North Carolina
-$5.6M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$4.23M
4
Man Group
Man Group
United Kingdom
-$2.87M
5
CSS
Cubist Systematic Strategies
Connecticut
-$1.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
176
Glassman Wealth Services
Virginia
$1K +$74 +1 +10%
SC
177
Schubert & Co
Texas
$1K +$372 +5 +250%
AF
178
Allworth Financial
California
$1K +$521 +7 New
BIA
179
Bell Investment Advisors
California
$1K +$1.27K +17 New
Bank of Montreal
180
Bank of Montreal
Ontario, Canada
$255 -$68K -913 -21%
Wellington Management Group
181
Wellington Management Group
Massachusetts
– -$7.49M -94,232 Closed
Balyasny Asset Management
182
Balyasny Asset Management
Illinois
– -$776K -9,765 Closed
Qube Research & Technologies (QRT)
183
Qube Research & Technologies (QRT)
United Kingdom
– -$745K -9,373 Closed
BHCM
184
Boulder Hill Capital Management
New York
– -$318K -4,000 Closed
ProShare Advisors
185
ProShare Advisors
Maryland
– -$211K -2,657 Closed
Janus Henderson Group
186
Janus Henderson Group
United Kingdom
– -$203K -2,556 Closed
SW
187
SkyOak Wealth
Michigan
– -$203K -2,556 Closed
MPM
188
Meritage Portfolio Management
Kansas
– -$200K -2,523 Closed
Koshinski Asset Management
189
Koshinski Asset Management
Illinois
– -$104K -1,315 Closed
Creative Planning
190
Creative Planning
Kansas
– -$25K -320 Closed
FWM
191
Focused Wealth Management
New York
– -$9K -112 Closed
DC
192
DeDora Capital
California
– -$5K -64 Closed
MPWT
193
MassMutual Private Wealth & Trust
Connecticut
– -$3K -42 Closed
TFO
194
Tarbox Family Office
California
– -$1K -11 Closed
JWA
195
JFS Wealth Advisors
Pennsylvania
– +$149 +2 +67%
SFG
196
Steward Financial Group
Texas
– +$149 +2 New
4 5 6 7
8

USNA Hedge Fund Activity: Q2 2022 in Review

182 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Usana Health Sciences (USNA) for Q2 2022, worth a combined $758M — down 8.9% from $832M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new USNA positions and 16 closed out — a net gain of 6 holders — while 65 added to existing stakes and 68 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.79M. The largest seller was Wellington Management Group, exiting entirely with an estimated $7.49M sold.

  • 182 institutional investors held Usana Health Sciences (USNA) as of Q2 2022, up from 179 in Q1 2022.
  • Funds reported $758M of Usana Health Sciences stock for Q2 2022, down 8.9% quarter-over-quarter.
  • 22 funds opened new Usana Health Sciences positions in Q2 2022 and 16 closed out, a net change of +6 holders.
  • The largest Usana Health Sciences buyer in Q2 2022 was Morgan Stanley, an estimated $4.79M added.
  • The largest Usana Health Sciences seller in Q2 2022 was Wellington Management Group, an estimated $7.49M sold.

Based on aggregated 13F filings for Q2 2022.