We are live on ! Find out more
USNA icon

Usana Health Sciences

147 hedge funds and large institutions have $403M invested in Usana Health Sciences in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 54 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $140K | Put options by funds: $106K

2.11% more ownership

Funds ownership: 53.72%55.83% (+2.1%)

2% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 54

5% less funds holding

Funds holding: 154147 (-7)

13% less capital invested

Capital invested by funds: $463M → $403M (-$59.7M)

30% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 23

Holders
147
Holders Change
-7
Holders Change %
-4.55%
% of All Funds
2.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
53
Reduced
54
Closed
23
Calls
$140K
Puts
$106K
Net Calls
+$34K
Net Calls Change
+$29K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$68.6M +$1.63M +39,734 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$60.8M +$1.13M +27,549 +2%
Renaissance Technologies
3
Renaissance Technologies
New York
$43.6M -$1.23M -29,899 -3%
Pzena Investment Management
4
Pzena Investment Management
New York
$39.8M +$3M +72,977 +7%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$27.2M +$1.44M +35,011 +5%
Pacer Advisors
6
Pacer Advisors
Pennsylvania
$20.6M +$3.16M +76,904 +16%
State Street
7
State Street
Massachusetts
$16.5M +$114K +2,782 +0.6%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$11.3M +$530K +12,898 +5%
Morgan Stanley
9
Morgan Stanley
New York
$8.27M +$49.1K +1,195 +0.6%
American Century Companies
10
American Century Companies
Missouri
$7.9M +$1.99M +48,493 +30%
D.E. Shaw & Co
11
D.E. Shaw & Co
New York
$7.88M +$95.8K +2,331 +1%
UBS Group
12
UBS Group
Switzerland
$7.01M +$2.54M +61,742 +50%
Charles Schwab
13
Charles Schwab
California
$6.79M -$1.23M -29,910 -14%
Assenagon Asset Management
14
Assenagon Asset Management
Luxembourg
$4.7M +$606K +14,756 +14%
Northern Trust
15
Northern Trust
Illinois
$4.42M +$134K +3,253 +3%
Jacobs Levy Equity Management
16
Jacobs Levy Equity Management
New Jersey
$4.19M -$1.12M -27,260 -20%
Citadel Advisors
17
Citadel Advisors
Florida
$4.09M +$2.97M +72,379 +204%
Invesco
18
Invesco
Georgia
$3.62M +$365K +8,874 +10%
Ameriprise
19
Ameriprise
Minnesota
$3.55M +$2.2M +53,602 +134%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$3.38M -$341K -8,305 -9%
N
21
Numerai
California
$2.57M +$2.78M +67,732 New
Goldman Sachs
22
Goldman Sachs
New York
$2.18M +$4.44K +108 +0.2%
Principal Financial Group
23
Principal Financial Group
Iowa
$1.98M -$99.3K -2,417 -4%
Nordea Investment Management
24
Nordea Investment Management
Sweden
$1.8M -$113K -2,742 -5%
PAM
25
Panagora Asset Management
Massachusetts
$1.68M +$629K +15,308 +53%

USNA Hedge Fund Activity: Q3 2024 in Review

147 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Usana Health Sciences (USNA) for Q3 2024, worth a combined $403M — down 13% from $463M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of USNA and 16 opened new positions — a net loss of 7 holders — while 54 trimmed existing stakes and 53 added.

The largest buyer was Pacer Advisors, adding an estimated $3.16M. The largest seller was JP Morgan Chase, cutting an estimated $1.48M.

  • 147 institutional investors held Usana Health Sciences (USNA) as of Q3 2024, down from 154 in Q2 2024.
  • Funds reported $403M of Usana Health Sciences stock for Q3 2024, down 13% quarter-over-quarter.
  • 16 funds opened new Usana Health Sciences positions in Q3 2024 and 23 closed out, a net change of -7 holders.
  • The largest Usana Health Sciences buyer in Q3 2024 was Pacer Advisors, an estimated $3.16M added.
  • The largest Usana Health Sciences seller in Q3 2024 was JP Morgan Chase, an estimated $1.48M sold.

Based on aggregated 13F filings for Q3 2024.