Usana Health Sciences
USNA
197 hedge funds and large institutions have $1.62B invested in Usana Health Sciences in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 64 increasing their positions, 72 reducing their positions, and 21 closing their positions.
43% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 21
10% more capital invested
Capital invested by funds: $1.48B → $1.62B (+$141M)
4% more funds holding
Funds holding: 189 → 197 (+8)
2.32% more ownership
Funds ownership: 52.99% → 55.31% (+2.3%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
11% less repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 72
26% less call options, than puts
Call options by funds: $1.05M | Put options by funds: $1.41M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$42.7M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$15M |
| 3 |
BlackRock
New York
|
+$14.1M |
| 4 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
+$10.4M |
| 5 |
SI
Sensato Investors
San Francisco,
California
|
+$9.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nordea Investment Management
Stockholm,
Sweden
|
-$27.4M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$25M |
| 3 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$18.9M |
| 4 |
Goldman Sachs
New York
|
-$9.83M |
| 5 |
Morgan Stanley
New York
|
-$8.97M |
USNA Hedge Fund Activity: Q3 2018 in Review
197 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Usana Health Sciences (USNA) for Q3 2018, worth a combined $1.62B — up 9.5% from $1.48B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new USNA positions and 21 closed out — a net gain of 9 holders — while 64 added to existing stakes and 72 trimmed.
The largest buyer was AJO LP, adding an estimated $42.7M. The largest seller was Nordea Investment Management, cutting an estimated $27.4M.
- 197 institutional investors held Usana Health Sciences (USNA) as of Q3 2018, up from 189 in Q2 2018.
- Funds reported $1.62B of Usana Health Sciences stock for Q3 2018, up 9.5% quarter-over-quarter.
- 30 funds opened new Usana Health Sciences positions in Q3 2018 and 21 closed out, a net change of +9 holders.
- The largest Usana Health Sciences buyer in Q3 2018 was AJO LP, an estimated $42.7M added.
- The largest Usana Health Sciences seller in Q3 2018 was Nordea Investment Management, an estimated $27.4M sold.
Based on aggregated 13F filings for Q3 2018.