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Usana Health Sciences

124 hedge funds and large institutions have $463M invested in Usana Health Sciences in 2014 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

1% more funds holding

Funds holding: 123124 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less ownership

Funds ownership: 97.13%97.13% (-0%)

12% less capital invested

Capital invested by funds: $528M → $463M (-$65.8M)

23% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 47

Holders
124
Holders Change
+1
Holders Change %
+0.81%
% of All Funds
3.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
36
Reduced
47
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$120M
Renaissance Technologies
2
Renaissance Technologies
New York
$51.6M +$1.77M +49,000 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$29.4M -$3.08M -85,228 -10%
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$26.7M +$945K +26,200 +4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$25.9M -$182K -5,040 -0.7%
LSV Asset Management
6
LSV Asset Management
Illinois
$23.9M -$1.38M -38,200 -6%
BIT
7
BlackRock Institutional Trust
California
$14.8M -$1.35M -37,542 -9%
BFA
8
BlackRock Fund Advisors
California
$9.65M -$912K -25,270 -9%
Northern Trust
9
Northern Trust
Illinois
$9.51M +$2.76M +76,360 +42%
State Street
10
State Street
Massachusetts
$7.23M -$285K -7,894 -4%
Norges Bank
11
Norges Bank
Norway
$7.17M -$3.55M -98,466 -34%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$7.01M -$2.43M -67,426 -26%
JP Morgan Chase
13
JP Morgan Chase
New York
$6.06M -$39K -1,082 -0.7%
WA
14
Wasatch Advisors
Utah
$5.79M -$3.95M -109,474 -41%
Morgan Stanley
15
Morgan Stanley
New York
$5.75M +$27.8K +770 +0.5%
OAM
16
Oxford Asset Management
United Kingdom
$5.1M +$2.84M +78,648 +129%
Deutsche Bank
17
Deutsche Bank
Germany
$5.06M -$1.44M -40,034 -23%
HA
18
Heartland Advisors
Wisconsin
$4.53M +$1.55M +42,874 +54%
BGIM
19
Brandywine Global Investment Management
Pennsylvania
$4.47M +$535K +14,820 +14%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$3.94M -$1.36M -37,766 -26%
ETM
21
Euclidean Technologies Management
Washington
$3.93M +$93.8K +2,600 +2%
Goldman Sachs
22
Goldman Sachs
New York
$3.62M -$1.63M -45,084 -31%
PAM
23
Panagora Asset Management
Massachusetts
$3.3M +$980K +27,164 +44%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$3.18M -$1.23K -34 -0%
Allianz Asset Management
25
Allianz Asset Management
Germany
$2.94M -$401K -11,102 -12%

USNA Hedge Fund Activity: Q3 2014 in Review

124 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Usana Health Sciences (USNA) for Q3 2014, worth a combined $463M — down 12% from $528M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new USNA positions and 15 closed out — a net gain of 1 holder — while 36 added to existing stakes and 47 trimmed.

The largest buyer was Oxford Asset Management, adding an estimated $2.84M. The largest seller was American Century Companies, exiting entirely with an estimated $5.78M sold.

  • 124 institutional investors held Usana Health Sciences (USNA) as of Q3 2014, up from 123 in Q2 2014.
  • Funds reported $463M of Usana Health Sciences stock for Q3 2014, down 12% quarter-over-quarter.
  • 16 funds opened new Usana Health Sciences positions in Q3 2014 and 15 closed out, a net change of +1 holder.
  • The largest Usana Health Sciences buyer in Q3 2014 was Oxford Asset Management, an estimated $2.84M added.
  • The largest Usana Health Sciences seller in Q3 2014 was American Century Companies, an estimated $5.78M sold.

Based on aggregated 13F filings for Q3 2014.