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Usana Health Sciences
USNA

182 hedge funds and large institutions have $758M invested in Usana Health Sciences in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 65 increasing their positions, 68 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

2% more funds holding

Funds holding: 179 → 182 (+3)

0.27% more ownership

Funds ownership: 54.21% → 54.48% (+0.27%)

4% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 68

9% less capital invested

Capital invested by funds: $832M → $758M (-$73.9M)

Holders
182
Holders Change
+3
Holders Change %
+1.68%
% of All Funds
3.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
65
Reduced
68
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.79M
2
UBS Group
UBS Group
Switzerland
+$3.88M
3
CEI
Clark Estates Inc
New York
+$3.46M
4
BlackRock
BlackRock
New York
+$3.31M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$2.13M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$7.49M
2
N
Nuveen
North Carolina
-$5.6M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$4.23M
4
Man Group
Man Group
United Kingdom
-$2.87M
5
CSS
Cubist Systematic Strategies
Connecticut
-$1.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$134M +$3.31M +44,406 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$108M -$1M -13,469 -0.9%
Renaissance Technologies
3
Renaissance Technologies
New York
$104M +$561K +7,534 +0.5%
Pzena Investment Management
4
Pzena Investment Management
New York
$52.5M -$617K -8,288 -1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$41M -$33.8K -454 -0.1%
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$32.4M -$4.23M -56,840 -11%
State Street
7
State Street
Massachusetts
$27.9M -$69.6K -934 -0.2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$15.7M +$999K +13,416 +7%
D.E. Shaw & Co
9
D.E. Shaw & Co
New York
$12.8M +$319K +4,288 +2%
Charles Schwab
10
Charles Schwab
California
$11.4M +$1.06M +14,212 +10%
Morgan Stanley
11
Morgan Stanley
New York
$11.3M +$4.79M +64,357 +70%
Invesco
12
Invesco
Georgia
$11.2M -$330K -4,432 -3%
Jacobs Levy Equity Management
13
Jacobs Levy Equity Management
New Jersey
$9.32M +$1.58M +21,264 +20%
Northern Trust
14
Northern Trust
Illinois
$8.92M -$502K -6,737 -5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$8.18M -$481K -6,461 -5%
Norges Bank
16
Norges Bank
Norway
$7.97M -$711K -9,542 -8%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$7.1M +$844K +11,340 +13%
JP Morgan Chase
18
JP Morgan Chase
New York
$6.08M -$486K -6,527 -7%
Principal Financial Group
19
Principal Financial Group
Iowa
$5.62M -$337K -4,529 -6%
Nordea Investment Management
20
Nordea Investment Management
Sweden
$5.46M -$279K -3,744 -5%
American Century Companies
21
American Century Companies
Missouri
$5.27M +$1.61M +21,652 +42%
Ameriprise
22
Ameriprise
Minnesota
$5.16M +$473K +6,349 +10%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$5.13M -$608K -8,165 -10%
Pacer Advisors
24
Pacer Advisors
Pennsylvania
$4.73M +$1.2M +16,084 +33%
Allspring Global Investments
25
Allspring Global Investments
North Carolina
$4.37M -$82.3K -1,105 -2%
1
2 3 4 5

USNA Hedge Fund Activity: Q2 2022 in Review

182 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Usana Health Sciences (USNA) for Q2 2022, worth a combined $758M — down 8.9% from $832M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new USNA positions and 16 closed out — a net gain of 6 holders — while 65 added to existing stakes and 68 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.79M. The largest seller was Wellington Management Group, exiting entirely with an estimated $7.49M sold.

  • 182 institutional investors held Usana Health Sciences (USNA) as of Q2 2022, up from 179 in Q1 2022.
  • Funds reported $758M of Usana Health Sciences stock for Q2 2022, down 8.9% quarter-over-quarter.
  • 22 funds opened new Usana Health Sciences positions in Q2 2022 and 16 closed out, a net change of +6 holders.
  • The largest Usana Health Sciences buyer in Q2 2022 was Morgan Stanley, an estimated $4.79M added.
  • The largest Usana Health Sciences seller in Q2 2022 was Wellington Management Group, an estimated $7.49M sold.

Based on aggregated 13F filings for Q2 2022.