Usana Health Sciences
USNA
161 hedge funds and large institutions have $494M invested in Usana Health Sciences in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 54 increasing their positions, 62 reducing their positions, and 21 closing their positions.
2.82% less ownership
Funds ownership: 55.74% → 52.92% (-2.8%)
4% less funds holding
Funds holding: 167 → 161 (-6)
13% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 62
14% less capital invested
Capital invested by funds: $572M → $494M (-$77.6M)
24% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 21
35% less call options, than puts
Call options by funds: $402K | Put options by funds: $615K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$3.5M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$1.49M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$1.18M |
| 4 |
Pzena Investment Management
New York
|
+$1.16M |
| 5 |
Renaissance Technologies
New York
|
+$1.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$12.9M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$6.3M |
| 3 |
JP Morgan Chase
New York
|
-$2.8M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$2.49M |
| 5 |
ECM
ExodusPoint Capital Management
New York
|
-$1.45M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
A
176
AlphaQuest
New York
| – | -$65.9K | -1,230 | Closed |
|
|
ACM
177
Aquatic Capital Management
Chicago,
Illinois
| – | -$54K | -1,000 | Closed |
|
178
Bessemer Group
Woodbridge,
New Jersey
| – | -$3K | -64 | Closed |
|
|
PA
179
Pineridge Advisors
St. Charles,
Missouri
| – | -$1.07K | -20 | Closed |
|
|
GWS
180
Glassman Wealth Services
Vienna,
Virginia
| – | -$322 | -6 | Closed |
|
181
AssetMark Inc
Concord,
California
| – | -$161 | -3 | Closed |
|
|
JWA
182
JFS Wealth Advisors
Hermitage,
Pennsylvania
| – | -$108 | -2 | Closed |
|
USNA Hedge Fund Activity: Q1 2024 in Review
161 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Usana Health Sciences (USNA) for Q1 2024, worth a combined $494M — down 14% from $572M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of USNA and 16 opened new positions — a net loss of 5 holders — while 62 trimmed existing stakes and 54 added.
The largest buyer was Pacer Advisors, adding an estimated $3.5M. The largest seller was Morgan Stanley, cutting an estimated $12.9M.
- 161 institutional investors held Usana Health Sciences (USNA) as of Q1 2024, down from 167 in Q4 2023.
- Funds reported $494M of Usana Health Sciences stock for Q1 2024, down 14% quarter-over-quarter.
- 16 funds opened new Usana Health Sciences positions in Q1 2024 and 21 closed out, a net change of -5 holders.
- The largest Usana Health Sciences buyer in Q1 2024 was Pacer Advisors, an estimated $3.5M added.
- The largest Usana Health Sciences seller in Q1 2024 was Morgan Stanley, an estimated $12.9M sold.
Based on aggregated 13F filings for Q1 2024.