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LifeMD

43 hedge funds and large institutions have $9.65M invested in LifeMD in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0.63% less ownership

Funds ownership: 18.42%17.79% (-0.63%)

2% less funds holding

Funds holding: 4443 (-1)

14% less capital invested

Capital invested by funds: $11.2M → $9.65M (-$1.56M)

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

24% less call options, than puts

Call options by funds: $53K | Put options by funds: $70K

Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
12
Closed
4
Calls
$53K
Puts
$70K
Net Calls
-$17K
Net Calls Change
+$69K
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$26K
Corient Private Wealth
27
Corient Private Wealth
Florida
$25.5K
Ameriprise
28
Ameriprise
Minnesota
$24.8K -$1.66K -942 -6%
IAA
29
Independent Advisor Alliance
North Carolina
$21K
Two Sigma Advisers
30
Two Sigma Advisers
New York
$20.4K -$6.53K -3,700 -24%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$15K -$118 -67 -0.7%
TRCT
32
Tower Research Capital (TRC)
New York
$12K +$10.1K +5,733 +484%
Bank of America
33
Bank of America
North Carolina
$10.5K +$10.8K +6,111 +11,752%
Group One Trading
34
Group One Trading
Illinois
$10.3K +$10.7K +6,034 New
Morgan Stanley
35
Morgan Stanley
New York
$7.03K -$5.75K -3,257 -44%
Simplex Trading
36
Simplex Trading
Illinois
$2K -$5.71K -3,234 -73%
National Bank of Canada
37
National Bank of Canada
Quebec, Canada
$1.66K
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$1K -$21.8K -12,341 -95%
CA
39
Centerpoint Advisors
Massachusetts
$1K
FWM
40
Focused Wealth Management
New York
$760
Fidelity Investments
41
Fidelity Investments
Massachusetts
$460 +$479 +271 New
NA
42
NewEdge Advisors
Louisiana
$340
Wells Fargo
43
Wells Fargo
California
$299 +$5 +3 +2%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
-$95.3K -53,961 Closed
VF
45
Virtu Financial
New York
-$62K -32,098 Closed
UBS Group
46
UBS Group
Switzerland
-$14.2K -7,322 Closed
Citigroup
47
Citigroup
New York
-$2.19K -1,130 Closed

LFMD Hedge Fund Activity: Q1 2023 in Review

43 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in LifeMD (LFMD) for Q1 2023, worth a combined $9.65M — down 14% from $11.2M a quarter earlier.

Fund positioning in LFMD was balanced in Q1 2023: 4 funds opened new positions, 4 closed out, 10 added to existing stakes and 12 trimmed.

The largest buyer was Royce & Associates, adding an estimated $161K. The largest seller was B. Riley Financial, cutting an estimated $282K.

  • 43 institutional investors held LifeMD (LFMD) as of Q1 2023, down from 44 in Q4 2022.
  • Funds reported $9.65M of LifeMD stock for Q1 2023, down 14% quarter-over-quarter.
  • 4 funds opened new LifeMD positions in Q1 2023 and 4 closed out, a net change of 0 holders.
  • The largest LifeMD buyer in Q1 2023 was Royce & Associates, an estimated $161K added.
  • The largest LifeMD seller in Q1 2023 was B. Riley Financial, an estimated $282K sold.

Based on aggregated 13F filings for Q1 2023.