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Usana Health Sciences
USNA

198 hedge funds and large institutions have $1.12B invested in Usana Health Sciences in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 60 increasing their positions, 69 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 22

27% more capital invested

Capital invested by funds: $882M → $1.12B (+$240M)

4% more funds holding

Funds holding: 191 → 198 (+7)

1.04% more ownership

Funds ownership: 54.24% → 55.29% (+1%)

13% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 69

30% less call options, than puts

Call options by funds: $1.01M | Put options by funds: $1.45M

Holders
198
Holders Change
+7
Holders Change %
+3.66%
% of All Funds
3.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
60
Reduced
69
Closed
22
Calls
$1.01M
Puts
$1.45M
Net Calls
-$438K
Net Calls Change
-$322K

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$27.6M
2
BlackRock
BlackRock
New York
+$8.23M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$6.13M
4
HA
Heartland Advisors
Wisconsin
+$4.55M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$3.74M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$14.1M
2
Goldman Sachs
Goldman Sachs
New York
-$7.55M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$5.87M
4
Lazard Asset Management
Lazard Asset Management
New York
-$4.92M
5
Norges Bank
Norges Bank
Norway
-$3.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
Voloridge Investment Management
201
Voloridge Investment Management
Florida
– -$740K -9,593 Closed
AC
202
Athanor Capital
New York
– -$720K -9,344 Closed
BC
203
Burney Company
Virginia
– -$679K -8,807 Closed
JAM
204
Jupiter Asset Management
United Kingdom
– -$560K -7,259 Closed
BIM
205
Bogle Investment Management
Massachusetts
– -$482K -6,251 Closed
ECM
206
ExodusPoint Capital Management
New York
– -$372K -4,827 Closed
MSA
207
Mason Street Advisors
Wisconsin
– -$345K -4,472 Closed
HW
208
Hancock Whitney
Mississippi
– -$309K -4,003 Closed
QCM
209
Quantinno Capital Management
New York
– -$291K -3,779 Closed
Rockefeller Capital Management
210
Rockefeller Capital Management
New York
– -$282K -3,660 Closed
HF
211
HRT Financial
New York
– -$276K -3,592 Closed
ZCM
212
Zebra Capital Management
Connecticut
– -$261K -3,380 Closed
ACM
213
AlphaCrest Capital Management
New York
– -$249K -3,226 Closed
AWG
214
Altus Wealth Group
Colorado
– -$31K -400 Closed
FTDI
215
First Trust Direct Indexing
Massachusetts
– -$30K -383 Closed
VCG
216
Vantage Consulting Group
Virginia
– -$29K -377 Closed
ADIM
217
Alpha DNA Investment Management
Maryland
– -$8K -110 Closed
RE
218
RBC Europe
United Kingdom
– -$8.48K -110 Closed
CG
219
Cutler Group
California
– -$4K -60 Closed
PWPS
220
Pinnacle Wealth Planning Services
Ohio
– -$2K -34 Closed
5 6 7 8
9

USNA Hedge Fund Activity: Q1 2021 in Review

198 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Usana Health Sciences (USNA) for Q1 2021, worth a combined $1.12B — up 27% from $882M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new USNA positions and 22 closed out — a net gain of 9 holders — while 60 added to existing stakes and 69 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $27.6M. The largest seller was Renaissance Technologies, cutting an estimated $14.1M.

  • 198 institutional investors held Usana Health Sciences (USNA) as of Q1 2021, up from 191 in Q4 2020.
  • Funds reported $1.12B of Usana Health Sciences stock for Q1 2021, up 27% quarter-over-quarter.
  • 31 funds opened new Usana Health Sciences positions in Q1 2021 and 22 closed out, a net change of +9 holders.
  • The largest Usana Health Sciences buyer in Q1 2021 was Wellington Management Group, an estimated $27.6M added.
  • The largest Usana Health Sciences seller in Q1 2021 was Renaissance Technologies, an estimated $14.1M sold.

Based on aggregated 13F filings for Q1 2021.