Usana Health Sciences
USNA
188 hedge funds and large institutions have $1.13B invested in Usana Health Sciences in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 62 increasing their positions, 71 reducing their positions, and 25 closing their positions.
1% more capital invested
Capital invested by funds: $1.12B → $1.13B (+$12.6M)
0.49% less ownership
Funds ownership: 55.29% → 54.8% (-0.49%)
5% less funds holding
Funds holding: 198 → 188 (-10)
13% less repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 71
36% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 25
53% less call options, than puts
Call options by funds: $614K | Put options by funds: $1.31M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$10M |
| 2 |
JP Morgan Chase
New York
|
+$4.26M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$4.26M |
| 4 |
BA
Bridgewater Associates
Westport,
Connecticut
|
+$3.67M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$1.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
CAAS Capital Management
New York
|
-$13.8M |
| 2 |
Man Group
London,
United Kingdom
|
-$8.48M |
| 3 |
BlackRock
New York
|
-$5.95M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$4.75M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$4.36M |
USNA Hedge Fund Activity: Q2 2021 in Review
188 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Usana Health Sciences (USNA) for Q2 2021, worth a combined $1.13B — up 1.1% from $1.12B a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of USNA and 16 opened new positions — a net loss of 9 holders — while 71 trimmed existing stakes and 62 added.
The largest buyer was Invesco, adding an estimated $10M. The largest seller was CAAS Capital Management, exiting entirely with an estimated $13.8M sold.
- 188 institutional investors held Usana Health Sciences (USNA) as of Q2 2021, down from 198 in Q1 2021.
- Funds reported $1.13B of Usana Health Sciences stock for Q2 2021, up 1.1% quarter-over-quarter.
- 16 funds opened new Usana Health Sciences positions in Q2 2021 and 25 closed out, a net change of -9 holders.
- The largest Usana Health Sciences buyer in Q2 2021 was Invesco, an estimated $10M added.
- The largest Usana Health Sciences seller in Q2 2021 was CAAS Capital Management, an estimated $13.8M sold.
Based on aggregated 13F filings for Q2 2021.