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LifeMD

84 hedge funds and large institutions have $106M invested in LifeMD in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 11

101% more call options, than puts

Call options by funds: $2.29M | Put options by funds: $1.14M

92% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 13

91% more capital invested

Capital invested by funds: $55.5M → $106M (+$50.6M)

35% more funds holding

Funds holding: 6284 (+22)

8% more ownership

Funds ownership: 24.63%32.63% (+8%)

Holders
84
Holders Change
+22
Holders Change %
+35.48%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
34
Increased
25
Reduced
13
Closed
11
Calls
$2.29M
Puts
$1.14M
Net Calls
+$1.15M
Net Calls Change
+$142K
Name Holding Trade Value Shares
Change
Change in
Stake
Verition Fund Management
51
Verition Fund Management
Connecticut
$238K +$206K +28,696 New
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$207K -$1.44K -200 -0.8%
SFG
53
Sowa Financial Group
Rhode Island
$207K +$180K +25,000 New
YIH
54
Y-Intercept (HK)
Hong Kong
$188K +$163K +22,737 New
RJFSA
55
Raymond James Financial Services Advisors
Florida
$173K +$150K +20,920 New
NA
56
NewEdge Advisors
Louisiana
$170K
Charles Schwab
57
Charles Schwab
California
$168K
Osaic Holdings
58
Osaic Holdings
Arizona
$161K -$5.76K -801 -4%
Russell Investments Group
59
Russell Investments Group
United Kingdom
$153K +$133K +18,499 New
CAN
60
Cetera Advisor Networks
California
$149K +$14.4K +2,000 +13%
CIBC World Market
61
CIBC World Market
Ontario, Canada
$145K +$126K +17,500 New
GCM
62
Graham Capital Management
Connecticut
$143K +$124K +17,226 New
SOW
63
State of Wyoming
Wyoming
$138K +$119K +16,600 New
Goldman Sachs
64
Goldman Sachs
New York
$137K +$119K +16,496 New
MFG
65
Magnus Financial Group
New York
$132K +$10.8K +1,500 +10%
Corient Private Wealth
66
Corient Private Wealth
Florida
$124K
QT
67
Quantbot Technologies
New York
$117K +$102K +14,156 New
TDC
68
Thompson Davis & Co
Virginia
$117K +$102K +14,145 New
Group One Trading
69
Group One Trading
Illinois
$116K -$12.5K -1,745 -11%
LPL Financial
70
LPL Financial
California
$100K +$87K +12,100 New
SSA
71
Schonfeld Strategic Advisors
New York
$94.9K +$82.3K +11,443 New
PAS
72
Point72 Asia (Singapore)
Singapore
$48K +$41.6K +5,793 New
TRCT
73
Tower Research Capital (TRC)
New York
$38.2K +$24.1K +3,348 +266%
SPM
74
Symmetry Peak Management
Pennsylvania
$29K +$25.2K +3,500 New
HWM
75
HighMark Wealth Management
Minnesota
$24.9K -$21.6K -3,000 -50%

LFMD Hedge Fund Activity: Q4 2023 in Review

84 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in LifeMD (LFMD) for Q4 2023, worth a combined $106M — up 91% from $55.5M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new LFMD positions and 11 closed out — a net gain of 23 holders — while 25 added to existing stakes and 13 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $6.12M. The largest seller was Royce & Associates, cutting an estimated $1.9M.

  • 84 institutional investors held LifeMD (LFMD) as of Q4 2023, up from 62 in Q3 2023.
  • Funds reported $106M of LifeMD stock for Q4 2023, up 91% quarter-over-quarter.
  • 34 funds opened new LifeMD positions in Q4 2023 and 11 closed out, a net change of +23 holders.
  • The largest LifeMD buyer in Q4 2023 was Invesco, an estimated $6.12M added.
  • The largest LifeMD seller in Q4 2023 was Royce & Associates, an estimated $1.9M sold.

Based on aggregated 13F filings for Q4 2023.