We are live on ! Find out more
USNA icon

Usana Health Sciences

191 hedge funds and large institutions have $882M invested in Usana Health Sciences in 2020 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 61 increasing their positions, 70 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $871M → $882M (+$11.4M)

1% less funds holding

Funds holding: 192191 (-1)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

2.29% less ownership

Funds ownership: 56.54%54.24% (-2.3%)

13% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 70

20% less call options, than puts

Call options by funds: $477K | Put options by funds: $593K

Holders
191
Holders Change
-1
Holders Change %
-0.52%
% of All Funds
3.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
61
Reduced
70
Closed
17
Calls
$477K
Puts
$593K
Net Calls
-$116K
Net Calls Change
-$521K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$142M +$2.88M +37,282 +2%
Renaissance Technologies
2
Renaissance Technologies
New York
$133M -$5.56M -71,900 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$110M +$2.67M +34,466 +2%
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$58.3M +$610K +7,880 +1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$47.1M +$666K +8,604 +1%
State Street
6
State Street
Massachusetts
$27.6M -$1.77M -22,858 -6%
Arrowstreet Capital
7
Arrowstreet Capital
Massachusetts
$17.4M +$804K +10,389 +5%
Man Group
8
Man Group
United Kingdom
$16.6M +$1.58M +20,433 +10%
D.E. Shaw & Co
9
D.E. Shaw & Co
New York
$14.9M -$1.44M -18,613 -9%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$14.5M +$245K +3,172 +2%
Norges Bank
11
Norges Bank
Norway
$13.6M -$8.31M -107,381 -38%
Goldman Sachs
12
Goldman Sachs
New York
$13.4M -$1.78M -23,053 -12%
Northern Trust
13
Northern Trust
Illinois
$12.1M -$415K -5,362 -3%
Russell Investments Group
14
Russell Investments Group
United Kingdom
$11.4M -$2.74M -35,398 -19%
N
15
Nuveen
North Carolina
$11.2M +$701K +9,060 +7%
Charles Schwab
16
Charles Schwab
California
$10.6M +$302K +3,909 +3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$10.2M -$140K -1,810 -1%
Morgan Stanley
18
Morgan Stanley
New York
$9.35M +$5.8M +74,969 +162%
Prudential Financial
19
Prudential Financial
New Jersey
$9.15M +$2.44M +31,542 +36%
CCM
20
CAAS Capital Management
New York
$8.63M -$5.58M -72,116 -39%
Principal Financial Group
21
Principal Financial Group
Iowa
$7.57M +$90.3K +1,167 +1%
Wells Fargo
22
Wells Fargo
California
$6.57M -$38.1K -493 -0.6%
Canada Pension Plan Investment Board
23
Canada Pension Plan Investment Board
Ontario, Canada
$5.87M +$3.81M +49,200 +183%
Nordea Investment Management
24
Nordea Investment Management
Sweden
$5.74M +$1.18M +15,212 +26%
Hotchkis & Wiley Capital Management
25
Hotchkis & Wiley Capital Management
California
$5.24M +$2.67M +34,540 +103%

USNA Hedge Fund Activity: Q4 2020 in Review

191 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Usana Health Sciences (USNA) for Q4 2020, worth a combined $882M — up 1.3% from $871M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of USNA and 16 opened new positions — a net loss of 1 holder — while 70 trimmed existing stakes and 61 added.

The largest buyer was Morgan Stanley, adding an estimated $5.8M. The largest seller was Norges Bank, cutting an estimated $8.31M.

  • 191 institutional investors held Usana Health Sciences (USNA) as of Q4 2020, down from 192 in Q3 2020.
  • Funds reported $882M of Usana Health Sciences stock for Q4 2020, up 1.3% quarter-over-quarter.
  • 16 funds opened new Usana Health Sciences positions in Q4 2020 and 17 closed out, a net change of -1 holder.
  • The largest Usana Health Sciences buyer in Q4 2020 was Morgan Stanley, an estimated $5.8M added.
  • The largest Usana Health Sciences seller in Q4 2020 was Norges Bank, an estimated $8.31M sold.

Based on aggregated 13F filings for Q4 2020.