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Usana Health Sciences

152 hedge funds and large institutions have $387M invested in Usana Health Sciences in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 48 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 20

3% more funds holding

Funds holding: 147152 (+5)

0.74% more ownership

Funds ownership: 55.83%56.57% (+0.74%)

0% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 48

4% less capital invested

Capital invested by funds: $403M → $387M (-$16.3M)

39% less call options, than puts

Call options by funds: $50K | Put options by funds: $82K

Holders
152
Holders Change
+5
Holders Change %
+3.4%
% of All Funds
2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
48
Reduced
48
Closed
20
Calls
$50K
Puts
$82K
Net Calls
-$32K
Net Calls Change
-$66K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$66.1M +$1.2M +32,159 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$55.5M -$2.09M -55,795 -3%
Renaissance Technologies
3
Renaissance Technologies
New York
$39.2M -$2.18M -58,400 -5%
Pzena Investment Management
4
Pzena Investment Management
New York
$39M +$1.4M +37,466 +4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$27.8M +$2.06M +55,059 +8%
Pacer Advisors
6
Pacer Advisors
Pennsylvania
$21.2M +$1.79M +47,745 +9%
State Street
7
State Street
Massachusetts
$16.2M +$599K +16,029 +4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$10.8M +$181K +4,829 +2%
American Century Companies
9
American Century Companies
Missouri
$8.39M +$954K +25,522 +12%
D.E. Shaw & Co
10
D.E. Shaw & Co
New York
$7.46M -$75 -2 -0%
Morgan Stanley
11
Morgan Stanley
New York
$7.46M -$388K -10,365 -5%
Charles Schwab
12
Charles Schwab
California
$5.06M -$1.43M -38,166 -21%
Northern Trust
13
Northern Trust
Illinois
$4.88M +$721K +19,266 +17%
Citadel Advisors
14
Citadel Advisors
Florida
$4.72M +$884K +23,643 +22%
Jacobs Levy Equity Management
15
Jacobs Levy Equity Management
New Jersey
$4.63M +$691K +18,490 +17%
Invesco
16
Invesco
Georgia
$4.18M +$781K +20,882 +22%
Assenagon Asset Management
17
Assenagon Asset Management
Luxembourg
$3.89M -$589K -15,744 -13%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3.64M +$3.65M +97,730 +2,624%
Goldman Sachs
19
Goldman Sachs
New York
$3.61M +$1.6M +42,884 +74%
UBS Group
20
UBS Group
Switzerland
$3.07M -$3.72M -99,383 -54%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$3.02M -$180K -4,816 -5%
Ameriprise
22
Ameriprise
Minnesota
$2.75M -$638K -17,051 -18%
N
23
Numerai
California
$2.31M -$130K -3,478 -5%
Principal Financial Group
24
Principal Financial Group
Iowa
$1.92M +$55.3K +1,480 +3%
Nordea Investment Management
25
Nordea Investment Management
Sweden
$1.81M +$102K +2,723 +6%

USNA Hedge Fund Activity: Q4 2024 in Review

152 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Usana Health Sciences (USNA) for Q4 2024, worth a combined $387M — down 4% from $403M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new USNA positions and 20 closed out — a net gain of 5 holders — while 48 added to existing stakes and 48 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $3.65M. The largest seller was UBS Group, cutting an estimated $3.72M.

  • 152 institutional investors held Usana Health Sciences (USNA) as of Q4 2024, up from 147 in Q3 2024.
  • Funds reported $387M of Usana Health Sciences stock for Q4 2024, down 4% quarter-over-quarter.
  • 25 funds opened new Usana Health Sciences positions in Q4 2024 and 20 closed out, a net change of +5 holders.
  • The largest Usana Health Sciences buyer in Q4 2024 was Royal Bank of Canada, an estimated $3.65M added.
  • The largest Usana Health Sciences seller in Q4 2024 was UBS Group, an estimated $3.72M sold.

Based on aggregated 13F filings for Q4 2024.