We are live on ! Find out more
LFMD icon

LifeMD

62 hedge funds and large institutions have $55.5M invested in LifeMD in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more call options, than puts

Call options by funds: $1.49M | Put options by funds: $474K

121% more capital invested

Capital invested by funds: $25.1M → $55.5M (+$30.4M)

113% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 8

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

19% more funds holding

Funds holding: 5262 (+10)

6.83% more ownership

Funds ownership: 17.8%24.63% (+6.8%)

Holders
62
Holders Change
+10
Holders Change %
+19.23%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
17
Reduced
8
Closed
11
Calls
$1.49M
Puts
$474K
Net Calls
+$1.01M
Net Calls Change
+$925K
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
51
Qube Research & Technologies (QRT)
United Kingdom
$43.1K +$29.9K +6,896 New
Bank of America
52
Bank of America
North Carolina
$38.8K
HWM
53
HighMark Wealth Management
Minnesota
$37.5K +$26K +6,000 New
DWA
54
Dorsey Wright & Associates
California
$36.9K +$25.6K +5,897 New
TRCT
55
Tower Research Capital (TRC)
New York
$7.86K -$5.92K -1,366 -52%
Wells Fargo
56
Wells Fargo
California
$7.45K +$4.35K +1,003 +531%
National Bank of Canada
57
National Bank of Canada
Quebec, Canada
$6.24K
MA
58
MCF Advisors
Kentucky
$3.17K +$2.2K +507 New
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$3.13K +$2.17K +500 New
CA
60
Centerpoint Advisors
Massachusetts
$3K
FWM
61
Focused Wealth Management
New York
$2.79K
Fidelity Investments
62
Fidelity Investments
Massachusetts
$1.69K
BRF
63
B. Riley Financial
California
-$2.02M -463,823 Closed
SCM
64
Shah Capital Management
North Carolina
-$435K -100,000 Closed
VF
65
Virtu Financial
New York
-$115K -26,510 Closed
OQS
66
Occudo Quantitative Strategies
Florida
-$91.1K -20,936 Closed
IAA
67
Independent Advisor Alliance
North Carolina
-$53.7K -12,345 Closed
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
-$39K -9,000 Closed
Simplex Trading
69
Simplex Trading
Illinois
-$9.49K -2,190 Closed
UBS Group
70
UBS Group
Switzerland
-$4.24K -975 Closed
ODG
71
O'Dell Group
Ohio
-$1.3K -300 Closed
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
-$1K -139 Closed
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
-$131 -30 Closed

LFMD Hedge Fund Activity: Q3 2023 in Review

62 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in LifeMD (LFMD) for Q3 2023, worth a combined $55.5M — up 121% from $25.1M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new LFMD positions and 11 closed out — a net gain of 10 holders — while 17 added to existing stakes and 8 trimmed.

The largest buyer was Divisadero Street Capital Management, opening a new position worth an estimated $5.21M. The largest seller was B. Riley Financial, exiting entirely with an estimated $2.02M sold.

  • 62 institutional investors held LifeMD (LFMD) as of Q3 2023, up from 52 in Q2 2023.
  • Funds reported $55.5M of LifeMD stock for Q3 2023, up 121% quarter-over-quarter.
  • 21 funds opened new LifeMD positions in Q3 2023 and 11 closed out, a net change of +10 holders.
  • The largest LifeMD buyer in Q3 2023 was Divisadero Street Capital Management, an estimated $5.21M added.
  • The largest LifeMD seller in Q3 2023 was B. Riley Financial, an estimated $2.02M sold.

Based on aggregated 13F filings for Q3 2023.