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Usana Health Sciences
USNA

169 hedge funds and large institutions have $647M invested in Usana Health Sciences in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 74 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,361% more call options, than puts

Call options by funds: $643K | Put options by funds: $44K

0.93% less ownership

Funds ownership: 54.09% → 53.16% (-0.93%)

2% less capital invested

Capital invested by funds: $658M → $647M (-$11.5M)

4% less funds holding

Funds holding: 176 → 169 (-7)

32% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 22

34% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 74

Holders
169
Holders Change
-7
Holders Change %
-3.98%
% of All Funds
2.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
49
Reduced
74
Closed
22
Calls
$643K
Puts
$44K
Net Calls
+$599K
Net Calls Change
+$1.83M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$3.44M
2
Invesco
Invesco
Georgia
+$3.23M
3
Man Group
Man Group
United Kingdom
+$2.72M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
+$2.09M
5
American Century Companies
American Century Companies
Missouri
+$1.31M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$5.25M
2
First Trust Advisors
First Trust Advisors
Illinois
-$3.38M
3
BlackRock
BlackRock
New York
-$2.9M
4
Goldman Sachs
Goldman Sachs
New York
-$2.66M
5
Pzena Investment Management
Pzena Investment Management
New York
-$1.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$119M -$2.9M -45,615 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$96.4M -$911K -14,305 -0.9%
Renaissance Technologies
3
Renaissance Technologies
New York
$76.2M -$159K -2,500 -0.2%
Pzena Investment Management
4
Pzena Investment Management
New York
$49.8M -$1.8M -28,339 -3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$39M +$1.08M +16,937 +3%
State Street
6
State Street
Massachusetts
$27M +$10.4K +163 +0%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$15.5M -$1.29M -20,304 -8%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$14.7M +$567K +8,909 +4%
Charles Schwab
9
Charles Schwab
California
$13M +$233K +3,665 +2%
Morgan Stanley
10
Morgan Stanley
New York
$12.9M -$471K -7,397 -3%
D.E. Shaw & Co
11
D.E. Shaw & Co
New York
$10.1M -$762K -11,961 -7%
JP Morgan Chase
12
JP Morgan Chase
New York
$8.55M +$3.44M +54,011 +66%
American Century Companies
13
American Century Companies
Missouri
$8.38M +$1.31M +20,550 +18%
Pacer Advisors
14
Pacer Advisors
Pennsylvania
$8.34M -$196K -3,071 -2%
Northern Trust
15
Northern Trust
Illinois
$8.06M +$183K +2,866 +2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$7.74M +$194K +3,047 +3%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$7.28M -$160K -2,510 -2%
Invesco
18
Invesco
Georgia
$7.25M +$3.23M +50,746 +79%
Norges Bank
19
Norges Bank
Norway
$6.35M – – –
Jacobs Levy Equity Management
20
Jacobs Levy Equity Management
New Jersey
$5.58M +$809K +12,701 +17%
Assenagon Asset Management
21
Assenagon Asset Management
Luxembourg
$4.99M +$1.14M +17,964 +29%
Principal Financial Group
22
Principal Financial Group
Iowa
$4.1M -$223K -3,504 -5%
Nordea Investment Management
23
Nordea Investment Management
Sweden
$3.97M -$481K -7,558 -11%
Ameriprise
24
Ameriprise
Minnesota
$3.85M -$620K -9,736 -14%
Goldman Sachs
25
Goldman Sachs
New York
$3.7M -$2.66M -41,726 -42%
1
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USNA Hedge Fund Activity: Q2 2023 in Review

169 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Usana Health Sciences (USNA) for Q2 2023, worth a combined $647M — down 1.7% from $658M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of USNA and 15 opened new positions — a net loss of 7 holders — while 74 trimmed existing stakes and 49 added.

The largest buyer was JP Morgan Chase, adding an estimated $3.44M. The largest seller was UBS Group, cutting an estimated $5.25M.

  • 169 institutional investors held Usana Health Sciences (USNA) as of Q2 2023, down from 176 in Q1 2023.
  • Funds reported $647M of Usana Health Sciences stock for Q2 2023, down 1.7% quarter-over-quarter.
  • 15 funds opened new Usana Health Sciences positions in Q2 2023 and 22 closed out, a net change of -7 holders.
  • The largest Usana Health Sciences buyer in Q2 2023 was JP Morgan Chase, an estimated $3.44M added.
  • The largest Usana Health Sciences seller in Q2 2023 was UBS Group, an estimated $5.25M sold.

Based on aggregated 13F filings for Q2 2023.