Usana Health Sciences Inc: which funds bought and sold

Institutions that bought and sold Usana Health Sciences shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 82 institutions that filed 13F reports for both quarters added to or opened positions in Usana Health Sciences, and 50 cut or closed them. Together they added a net 2.0M shares, +19.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 891K shares (+18.8%); index fund managers were net buyers of 383K shares (+12.6%). 21 opened a new position and 18 sold out entirely.

Bought, Q2 2026 82 institutions, 21 of them new holders Sold, Q2 2026 50 institutions, 18 of them sold out

Net change, all compared +2.0M shares (+19.7%)

Net change, active managers +891K shares (+18.8%), 13 bought, 14 sold

Buyers versus sellers

institutions compared, 153

82 bought 21 50 sold

Active managers and hedge funds 13 bought · 14 sold · +891K

Index fund managers 7 bought · 3 sold · +383K

Other institutions 62 bought · 33 sold · +740K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Nantahala Capital Management, LLC Hedge fund	+810K +100.0%	1.6M	$34.6M
Blackrock, Inc. Index funds	+364K +30.6%	1.6M	$33.2M
Creative Planning	+225K +116.4%	418K	$8.9M
Nuveen, LLC	+217K +965.3%	239K	$5.1M
AQR Capital Management LLC Hedge fund	+112K +37.7%	408K	$8.7M
Pzena Investment Management LLC Active manager	+97K +8.7%	1.2M	$25.7M
UBS Group AG	+92K +388.7%	116K	$2.5M
Algert Global LLC Hedge fund	+63K +91.8%	132K	$2.8M
Acadian Asset Management LLC Active manager	+47K +46.0%	148K	$3.1M
Bridgeway Capital Management, LLC Active manager	+39K +39.4%	138K	$2.9M
Quantinno Capital Management LP	+38K +301.2%	50K	$1.1M
Goldman Sachs Group Inc	+32K +35.2%	123K	$2.6M
Vanguard Portfolio Management LLC Index funds	+25K +7.4%	363K	$7.8M
Lazard Asset Management LLC Active manager	+25K +34.4%	97K	$2.1M
Allianz Asset Management Gmbh	+25K +21.2%	142K	$3M
Sanctuary Advisors, LLC	+23K New position	23K	$497,113
Two Sigma Investments, LP Hedge fund	+21K +14.4%	166K	$3.5M
Geode Capital Management, LLC Index funds	+19K +7.1%	283K	$6M
Xtx Topco Ltd	+18K +163.1%	29K	$625,320
Park Capital Management, LLC / Wi	+16K New position	16K	$345,144

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Nantahala Capital Management, LLC Hedge fund	+810K +100.0%	1.6M	$34.6M
AQR Capital Management LLC Hedge fund	+112K +37.7%	408K	$8.7M
Pzena Investment Management LLC Active manager	+97K +8.7%	1.2M	$25.7M
Algert Global LLC Hedge fund	+63K +91.8%	132K	$2.8M
Acadian Asset Management LLC Active manager	+47K +46.0%	148K	$3.1M
Bridgeway Capital Management, LLC Active manager	+39K +39.4%	138K	$2.9M
Lazard Asset Management LLC Active manager	+25K +34.4%	97K	$2.1M
Two Sigma Investments, LP Hedge fund	+21K +14.4%	166K	$3.5M
Segall Bryant & Hamill, LLC Active manager	+15K New position	15K	$318,414
Magnetar Financial LLC Hedge fund	+5,002 +45.4%	16K	$341,963

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Tudor Investment Corp Et Al Hedge fund	−70K Sold out	0	—
Millennium Management LLC Hedge fund	−66K −71.2%	27K	$570,728
Charles Schwab Investment Management Inc Index funds	−61K −18.3%	272K	$5.8M
Renaissance Technologies LLC Hedge fund	−59K −5.8%	959K	$20.5M
Arrowstreet Capital, Limited Partnership Hedge fund	−36K −76.8%	11K	$229,982
Exoduspoint Capital Management, LP Hedge fund	−31K Sold out	0	—
Sei Investments Co	−30K −49.7%	30K	$641,513
Jane Street Group, LLC	−28K Sold out	0	—
D. E. Shaw & Co., Inc. Hedge fund	−26K −14.1%	157K	$3.3M
Assenagon Asset Management S.A.	−21K −21.2%	76K	$1.6M
Tidal Investments LLC	−16K Sold out	0	—
Dynamic Technology Lab Private Ltd	−15K Sold out	0	—
Quantbot Technologies LP Hedge fund	−15K Sold out	0	—
Citadel Advisors LLC Hedge fund	−14K −34.5%	27K	$575,617
Aquatic Capital Management LLC	−13K Sold out	0	—
Connor, Clark & Lunn Investment Management Ltd.	−13K −42.8%	17K	$366,836
Jacobs Levy Equity Management, Inc Active manager	−12K −6.4%	181K	$3.9M
Balyasny Asset Management L.P. Hedge fund	−11K Sold out	0	—
Numerai Gp LLC	−11K −37.7%	18K	$382,080
Invesco Ltd.	−8,883 −22.0%	31K	$670,775

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Tudor Investment Corp Et Al Hedge fund	−70K Sold out	0	—
Millennium Management LLC Hedge fund	−66K −71.2%	27K	$570,728
Renaissance Technologies LLC Hedge fund	−59K −5.8%	959K	$20.5M
Arrowstreet Capital, Limited Partnership Hedge fund	−36K −76.8%	11K	$229,982
Exoduspoint Capital Management, LP Hedge fund	−31K Sold out	0	—
D. E. Shaw & Co., Inc. Hedge fund	−26K −14.1%	157K	$3.3M
Quantbot Technologies LP Hedge fund	−15K Sold out	0	—
Citadel Advisors LLC Hedge fund	−14K −34.5%	27K	$575,617
Jacobs Levy Equity Management, Inc Active manager	−12K −6.4%	181K	$3.9M
Balyasny Asset Management L.P. Hedge fund	−11K Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
Sanctuary Advisors, LLC	23K	$497,113
Park Capital Management, LLC / Wi	16K	$345,144
Segall Bryant & Hamill, LLCActive manager	15K	$318,414
Vanguard Personalized Indexing Management, LLCIndex funds	15K	$309,724
Ieq Capital, LLC	14K	$300,245
Y-Intercept (Hong Kong) Ltd	14K	$298,366
Focus Partners Wealth	14K	$292,794
Cerity Partners LLC	12K	$260,193
Mercer Global Advisors Inc	11K	$243,881
Anchyra Partners LLC	11K	$230,238

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Tudor Investment Corp Et AlHedge fund	70K	$1.2M
Exoduspoint Capital Management, LPHedge fund	31K	$546,007
Jane Street Group, LLC	28K	$483,849
Tidal Investments LLC	16K	$271,222
Dynamic Technology Lab Private Ltd	15K	$262,661
Quantbot Technologies LPHedge fund	15K	$253,892
Aquatic Capital Management LLC	13K	$228,840
Balyasny Asset Management L.P.Hedge fund	11K	$200,399
Quadrant Capital Group LLC	618	$10,797
Mai Capital Management	550	$9,609

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 137
Ten largest holders: 66.5%
Index fund managers: 27.9%
Active managers and hedge funds: 46.0%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	13	14	1	4	+891K	+18.8%
Index fund managers	7	3	1	0	+383K	+12.6%
Other institutions	62	33	19	14	+740K	+30.2%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Usana Health Sciences.

Only managers that filed a holdings report for both quarters are compared (153 here). 8 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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