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Usana Health Sciences

160 hedge funds and large institutions have $602M invested in Usana Health Sciences in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 52 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more call options, than puts

Call options by funds: $374K | Put options by funds: $88K

0.16% less ownership

Funds ownership: 53.16%53% (-0.16%)

5% less funds holding

Funds holding: 169160 (-9)

7% less capital invested

Capital invested by funds: $647M → $602M (-$44.8M)

26% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 70

50% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 18

Holders
160
Holders Change
-9
Holders Change %
-5.33%
% of All Funds
2.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
52
Reduced
70
Closed
18
Calls
$374K
Puts
$88K
Net Calls
+$286K
Net Calls Change
-$313K
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
176
SJS Investment Consulting
Ohio
-$64 -1 Closed
SFG
177
Steward Financial Group
Texas
+$250 +4 New

USNA Hedge Fund Activity: Q3 2023 in Review

160 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Usana Health Sciences (USNA) for Q3 2023, worth a combined $602M — down 6.9% from $647M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of USNA and 9 opened new positions — a net loss of 9 holders — while 70 trimmed existing stakes and 52 added.

The largest buyer was Morgan Stanley, adding an estimated $4.32M. The largest seller was Acadian Asset Management, cutting an estimated $4.71M.

  • 160 institutional investors held Usana Health Sciences (USNA) as of Q3 2023, down from 169 in Q2 2023.
  • Funds reported $602M of Usana Health Sciences stock for Q3 2023, down 6.9% quarter-over-quarter.
  • 9 funds opened new Usana Health Sciences positions in Q3 2023 and 18 closed out, a net change of -9 holders.
  • The largest Usana Health Sciences buyer in Q3 2023 was Morgan Stanley, an estimated $4.32M added.
  • The largest Usana Health Sciences seller in Q3 2023 was Acadian Asset Management, an estimated $4.71M sold.

Based on aggregated 13F filings for Q3 2023.