Usana Health Sciences
USNA
168 hedge funds and large institutions have $1.04B invested in Usana Health Sciences in 2018 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 55 increasing their positions, 49 reducing their positions, and 13 closing their positions.
146% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 13
21% more capital invested
Capital invested by funds: $859M → $1.04B (+$179M)
12% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 49
11% more funds holding
Funds holding: 151 → 168 (+17)
1.82% more ownership
Funds ownership: 48.36% → 50.18% (+1.8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
72% less call options, than puts
Call options by funds: $284K | Put options by funds: $1.02M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
+$22.5M |
| 2 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
+$11.8M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$10.9M |
| 4 |
BlackRock
New York
|
+$8M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
+$5.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$44.3M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$12.6M |
| 3 |
PFC
Phocas Financial Corp
Alameda,
California
|
-$3.85M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
-$2.39M |
| 5 |
State Street
Boston,
Massachusetts
|
-$1.83M |
USNA Hedge Fund Activity: Q1 2018 in Review
168 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Usana Health Sciences (USNA) for Q1 2018, worth a combined $1.04B — up 21% from $859M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new USNA positions and 13 closed out — a net gain of 19 holders — while 55 added to existing stakes and 49 trimmed.
The largest buyer was Acadian Asset Management, adding an estimated $22.5M. The largest seller was Fidelity Investments, cutting an estimated $44.3M.
- 168 institutional investors held Usana Health Sciences (USNA) as of Q1 2018, up from 151 in Q4 2017.
- Funds reported $1.04B of Usana Health Sciences stock for Q1 2018, up 21% quarter-over-quarter.
- 32 funds opened new Usana Health Sciences positions in Q1 2018 and 13 closed out, a net change of +19 holders.
- The largest Usana Health Sciences buyer in Q1 2018 was Acadian Asset Management, an estimated $22.5M added.
- The largest Usana Health Sciences seller in Q1 2018 was Fidelity Investments, an estimated $44.3M sold.
Based on aggregated 13F filings for Q1 2018.