Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Usana Health Sciences Inc (USNA)

134 + Investors. Track Smart Money conviction in USNA. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
1Q ▼
Buyers last Q
59%

Smart Money Signals — USNA

Based on 135 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their USNA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 83% of 3.0Y peak

83% of all-time peak
135 funds currently hold this stock — 83% of the 3.0-year high of 163 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 17% fewer funds vs a year ago

fund count last 6Q
28 fewer hedge funds hold USNA compared to a year ago (-17% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 59% buying

82 buying58 selling
Last quarter: 82 funds bought or added vs 58 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 22 → 12 → 29 → 23. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 16% medium ■ 18% new
89 out of 135 hedge funds have held USNA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +35% but shares only +10% — price-driven

Value
+34%
Shares
+10%
Last quarter: the total dollar value of institutional holdings rose +35%, but actual share count only changed +10%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

30 → 22 → 12 → 29 → 23 new funds/Q
New funds entering each quarter: 22 → 12 → 29 → 23. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 72% veterans vs 18% newcomers

■ 72% veterans ■ 10% 1-2yr ■ 18% new
Entry-cohort mix of 137 holders: 99 (72%) are 2+ year veterans, 14 entered 1–2 years ago, and 24 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
40 of 135 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in USNA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.6
out of 10
Low Exit Risk
Exit risk score 2.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — USNA

In 2026 Q2, 82 hedge funds were net buyers of USNA (23 opened a new position, 59 added to an existing one), while 58 reduced or exited (32 trimmed, 26 sold completely) — a 59% buyer ratio, indicating a slight buying edge. 50% of total institutional value in USNA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 135.

Hedge Fund Ownership: USNA

How many hedge funds hold USNA — quarterly history vs. share price
Quarterly hedge fund ownership of USNA vs. share price

Market Analysis: USNA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: USNA

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: USNA
134 + Investors

Track Smart Money conviction in USNA. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 134 138 -2.9%
13F Shares 11M 10M 10.04%
Total Value $238M $177M 34.51%
New Positions 23 29 -6
Increased Positions 58 39 +19
Closed Positions 27 9 +18
Reduced Positions 31 49 -18
Total Calls 1 0 100%
Total Puts 1 1 -
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: USNA

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Valuation Measures Data as of: --

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Financial Highlights

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Institutional Holders (2026 Q2)

134 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in USNA. Verified SEC 13F-HR filings.

QUARTER:
Top 25 USNA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Nantahala Capital Management, LLC 0.58% 810,074 $17.3M
2 Verdad Advisers, LP 0.53% 26,068 $557K
3 Park Capital Management, LLC / WI 0.20% 16,166 $345K
4 Pzena Investment Management LLC 0.08% 1,205,587 $25.7M
5 Anchyra Partners LLC 0.06% 10,784 $230K
6 Bridgeway Capital Management, LLC 0.05% 138,153 $2.9M
7 Algert Global LLC 0.03% 131,758 $2.8M
8 Numerai GP LLC 0.03% 17,896 $382K
9 Inspire Investing, LLC 0.03% 32,181 $687K
10 Renaissance Technologies LLC 0.03% 958,520 $20.5M
11 Unison Advisors LLC 0.03% 18,000 $384K
12 State of Wyoming 0.02% 11,346 $242K
13 Jacobs Levy Equity Management, Inc 0.01% 180,567 $3.9M
14 Occudo Quantitative Strategies LP 0.01% 10,616 $227K
15 LOM Asset Management Ltd 0.01% 1,600 $34K
16 XTX Topco Ltd 0.01% 29,289 $625K
17 Empowered Funds, LLC 0.01% 70,253 $1.5M
18 Royce & Associates LP 0.01% 41,407 $884K
19 Y-Intercept (Hong Kong) Ltd 0.01% 13,975 $298K
20 Creative Planning 0.01% 417,971 $8.9M
21 Engineers Gate Manager LP 0.00% 15,816 $338K
22 Segall Bryant & Hamill, LLC 0.00% 14,914 $318K
23 Lazard Asset Management LLC 0.00% 97,311 $2.1M
24 Magnetar Financial LLC 0.00% 16,017 $342K
25 Versant Capital Management, Inc 0.00% 1,588 $34K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Usana Health Sciences Inc (USNA)

What does the Smart Money Trend signal show for USNA?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their USNA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for USNA?

Slight buying edge — 59% buying: Last quarter: 82 funds bought or added vs 58 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for USNA holders?

Elite ownership — 50% AUM from top-100 funds: 40 of 135 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in USNA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held USNA?

66% of holders stayed for 2+ years: 89 out of 135 hedge funds have held USNA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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