Usana Health Sciences
USNA
192 hedge funds and large institutions have $884M invested in Usana Health Sciences in 2020 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 52 increasing their positions, 73 reducing their positions, and 15 closing their positions.
153% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 15
35% more capital invested
Capital invested by funds: $655M → $884M (+$229M)
14% more funds holding
Funds holding: 169 → 192 (+23)
4.72% more ownership
Funds ownership: 52.61% → 57.33% (+4.7%)
29% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 73
51% less call options, than puts
Call options by funds: $910K | Put options by funds: $1.87M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$14.7M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$13.2M |
| 3 |
Millennium Management
New York
|
+$12.2M |
| 4 |
Goldman Sachs
New York
|
+$9.77M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$8.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$9.8M |
| 2 |
BlackRock
New York
|
-$5.89M |
| 3 |
MCM
Matarin Capital Management
New York
|
-$4.41M |
| 4 |
GIP
Granite Investment Partners
El Segundo,
California
|
-$3.84M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.27M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FA
201
Fortis Advisors
Wayne,
Pennsylvania
| – | -$195K | -3,383 | Closed |
|
|
ICM
202
Islay Capital Management
Lubbock,
Texas
| – | -$84K | -1,461 | Closed |
|
|
NFG
203
Next Financial Group
Houston,
Texas
| – | -$62K | -1,075 | Closed |
|
|
PI
204
PEAK6 Investments
Chicago,
Illinois
| – | -$53K | -915 | Closed |
|
|
TFS
205
TrustCore Financial Services
Brentwood,
Tennessee
| – | -$5K | -80 | Closed |
|
|
IA
206
IFP Advisors
Tampa,
Florida
| – | -$1.65K | -21 | Closed |
|
207
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | +$157 | +2 | New |
|
USNA Hedge Fund Activity: Q2 2020 in Review
192 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Usana Health Sciences (USNA) for Q2 2020, worth a combined $884M — up 35% from $655M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new USNA positions and 15 closed out — a net gain of 23 holders — while 52 added to existing stakes and 73 trimmed.
The largest buyer was Renaissance Technologies, adding an estimated $14.7M. The largest seller was Morgan Stanley, cutting an estimated $9.8M.
- 192 institutional investors held Usana Health Sciences (USNA) as of Q2 2020, up from 169 in Q1 2020.
- Funds reported $884M of Usana Health Sciences stock for Q2 2020, up 35% quarter-over-quarter.
- 38 funds opened new Usana Health Sciences positions in Q2 2020 and 15 closed out, a net change of +23 holders.
- The largest Usana Health Sciences buyer in Q2 2020 was Renaissance Technologies, an estimated $14.7M added.
- The largest Usana Health Sciences seller in Q2 2020 was Morgan Stanley, an estimated $9.8M sold.
Based on aggregated 13F filings for Q2 2020.