We are live on ! Find out more
USNA icon

Usana Health Sciences

161 hedge funds and large institutions have $494M invested in Usana Health Sciences in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 54 increasing their positions, 62 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.82% less ownership

Funds ownership: 55.74%52.92% (-2.8%)

4% less funds holding

Funds holding: 167161 (-6)

13% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 62

14% less capital invested

Capital invested by funds: $572M → $494M (-$77.6M)

24% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 21

35% less call options, than puts

Call options by funds: $402K | Put options by funds: $615K

Holders
161
Holders Change
-6
Holders Change %
-3.59%
% of All Funds
2.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
54
Reduced
62
Closed
21
Calls
$402K
Puts
$615K
Net Calls
-$213K
Net Calls Change
-$250K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$88.2M -$928K -18,957 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$76.7M -$51.4K -1,050 -0.1%
Renaissance Technologies
3
Renaissance Technologies
New York
$59.3M +$1.16M +23,666 +2%
Pzena Investment Management
4
Pzena Investment Management
New York
$38.1M +$1.16M +23,729 +3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$32.9M +$78.6K +1,605 +0.2%
State Street
6
State Street
Massachusetts
$21.4M +$201K +4,100 +0.9%
Pacer Advisors
7
Pacer Advisors
Pennsylvania
$19.8M +$3.5M +71,384 +21%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$12.8M +$362K +7,384 +3%
Morgan Stanley
9
Morgan Stanley
New York
$11.6M -$12.9M -262,943 -52%
Charles Schwab
10
Charles Schwab
California
$11.6M +$797K +16,283 +7%
D.E. Shaw & Co
11
D.E. Shaw & Co
New York
$8.4M +$304K +6,206 +4%
American Century Companies
12
American Century Companies
Missouri
$6.9M +$206K +4,212 +3%
Northern Trust
13
Northern Trust
Illinois
$5.75M -$158K -3,217 -3%
UBS Group
14
UBS Group
Switzerland
$5.5M +$691K +14,114 +14%
Jacobs Levy Equity Management
15
Jacobs Levy Equity Management
New Jersey
$5.41M +$138K +2,820 +3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$4.47M -$567K -11,586 -11%
Invesco
17
Invesco
Georgia
$4.16M +$301K +6,150 +8%
Assenagon Asset Management
18
Assenagon Asset Management
Luxembourg
$3.99M +$1.49M +30,485 +59%
JP Morgan Chase
19
JP Morgan Chase
New York
$3.49M -$2.8M -57,180 -44%
Norges Bank
20
Norges Bank
Norway
$3.06M -$614K -12,528 -17%
Nordea Investment Management
21
Nordea Investment Management
Sweden
$2.9M -$29.1K -595 -1%
Principal Financial Group
22
Principal Financial Group
Iowa
$2.81M -$118K -2,415 -4%
First Trust Advisors
23
First Trust Advisors
Illinois
$2.79M +$1.18M +24,138 +72%
AllianceBernstein
24
AllianceBernstein
Tennessee
$2.38M +$358K +7,310 +18%
N
25
Nuveen
North Carolina
$2.29M +$589K +12,035 +34%

USNA Hedge Fund Activity: Q1 2024 in Review

161 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Usana Health Sciences (USNA) for Q1 2024, worth a combined $494M — down 14% from $572M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of USNA and 16 opened new positions — a net loss of 5 holders — while 62 trimmed existing stakes and 54 added.

The largest buyer was Pacer Advisors, adding an estimated $3.5M. The largest seller was Morgan Stanley, cutting an estimated $12.9M.

  • 161 institutional investors held Usana Health Sciences (USNA) as of Q1 2024, down from 167 in Q4 2023.
  • Funds reported $494M of Usana Health Sciences stock for Q1 2024, down 14% quarter-over-quarter.
  • 16 funds opened new Usana Health Sciences positions in Q1 2024 and 21 closed out, a net change of -5 holders.
  • The largest Usana Health Sciences buyer in Q1 2024 was Pacer Advisors, an estimated $3.5M added.
  • The largest Usana Health Sciences seller in Q1 2024 was Morgan Stanley, an estimated $12.9M sold.

Based on aggregated 13F filings for Q1 2024.