Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Usana Health Sciences Inc (USNA)

136 + 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
↑ +19
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — USNA

Based on 137 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added USNA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 84% of 3.0Y peak

84% of all-time peak
137 funds currently hold this stock — 84% 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 — 15% fewer funds vs a year ago

fund count last 6Q
24 fewer hedge funds hold USNA compared to a year ago (-15% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 54% buying

69 buying58 selling
Last quarter: 69 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.
📈

More new buyers each quarter (+17 vs last Q)

new funds entering per quarter
Funds opening a new USNA position: 30 → 22 → 12 → 29. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

70% of holders stayed for 2+ years

■ 70% conviction (2yr+) ■ 18% medium ■ 12% new
96 out of 137 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.
📊

Peak discovery — momentum slowing

32 → 30 → 22 → 12 → 29 new funds/Q
New funds entering each quarter: 30 → 22 → 12 → 29. USNA is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 76% veterans vs 14% newcomers

■ 76% veterans ■ 9% 1-2yr ■ 14% new
Entry-cohort mix of 138 holders: 105 (76%) are 2+ year veterans, 13 entered 1–2 years ago, and 20 (14%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
37 of 137 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.5
out of 10
Low Exit Risk
Exit risk score 2.5/10 — 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 Q1, 69 hedge funds were net buyers of USNA (29 opened a new position, 40 added to an existing one), while 58 reduced or exited (48 trimmed, 10 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 34% of total institutional value in USNA is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +19 funds (more new holders than closures). Total institutional holders: 137.

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.

Is It Too Late to Buy Usana Health Sciences Inc (USNA) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much USNA has moved relative to its sector benchmark (XLP) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
USNA
+14.0%
XLP
+4.7%

USNA outperformed XLP by +9.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
USNA
+10.7%
XLP
+1.4%

Since the filing became public, USNA outperformed XLP by +9.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 0 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: USNA
136 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 136 118 15.25%
13F Shares 10M 10M -1.78%
Total Value $177M $206M -13.96%
New Positions 28 12 +16
Increased Positions 39 41 -2
Closed Positions 10 55 -45
Reduced Positions 48 52 -4
Total Calls 0 0 -
Total Puts 1 1 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: USNA

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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Profit Margin --
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Institutional Holders (2026 Q1)

136 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Nantahala Capital Management, LLC 0.52% 810,074 $14.2M
2 Verdad Advisers, LP 0.34% 17,074 $298K
3 Pzena Investment Management LLC 0.06% 1,108,933 $19.4M
4 Numerai GP LLC 0.05% 28,726 $502K
5 Dynamic Technology Lab Private Ltd 0.04% 15,035 $263K
6 Inspire Investing, LLC 0.04% 29,362 $513K
7 Bridgeway Capital Management, LLC 0.03% 99,093 $1.7M
8 DGS Capital Management, LLC 0.03% 11,899 $208K
9 Renaissance Technologies LLC 0.03% 1,017,630 $17.8M
10 EverSource Wealth Advisors, LLC 0.02% 21,619 $801K
11 Unison Advisors LLC 0.02% 18,000 $314K
12 Brooklyn Investment Group 0.02% 38,563 $674K
13 Jacobs Levy Equity Management, Inc 0.01% 192,976 $3.4M
14 Occudo Quantitative Strategies LP 0.01% 10,524 $200K
15 Quantbot Technologies LP 0.01% 14,533 $254K
16 Royce & Associates LP 0.01% 45,411 $793K
17 Empowered Funds, LLC 0.01% 66,293 $1.2M
18 State of Wyoming 0.01% 3,252 $57K
19 Aquatic Capital Management LLC 0.01% 13,099 $229K
20 WealthCollab, LLC 0.01% 912 $16K
21 ExodusPoint Capital Management, LP 0.00% 31,254 $546K
22 Engineers Gate Manager LP 0.00% 17,181 $300K
23 XTX Topco Ltd 0.00% 11,133 $194K
24 Assenagon Asset Management S.A. 0.00% 97,022 $1.7M
25 Two Sigma Advisers, LP 0.00% 65,700 $1.3M
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added USNA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for USNA?

Slight buying edge — 54% buying: Last quarter: 69 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?

Strong quality — 34% AUM from major funds: 37 of 137 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held USNA?

70% of holders stayed for 2+ years: 96 out of 137 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.

Is it too late to buy Usana Health Sciences Inc (USNA) following the 2026 Q1 hedge fund 13F filings?

As of today, USNA has moved +10.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.4% for the XLP sector ETF — an outperformance of +9.3%. Since the quarter end (March 31, 2026), USNA has gained +14.0% vs +4.7% for XLP. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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