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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
DSCM
1
Divisadero Street Capital Management
Florida
$15.3M +$4.62M +643,316 +53%
Vanguard Group
2
Vanguard Group
Pennsylvania
$8.51M +$547K +76,028 +8%
Invesco
3
Invesco
Georgia
$7.06M +$6.12M +851,291 New
RA
4
Royce & Associates
New York
$6.9M -$1.9M -263,882 -24%
Morgan Stanley
5
Morgan Stanley
New York
$5.73M +$3.91M +543,344 +368%
GIPM
6
G2 Investment Partners Management
New York
$5.7M +$955K +132,850 +24%
EI
7
EAM Investors
California
$4.42M +$407K +56,684 +12%
BlackRock
8
BlackRock
New York
$4.23M +$916K +127,442 +33%
NCGI
9
Next Century Growth Investors
Minnesota
$3.39M +$14K +1,950 +0.5%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$3.1M +$1.61M +224,349 +150%
AFG
11
American Financial Group
Ohio
$2.82M
Qube Research & Technologies (QRT)
12
Qube Research & Technologies (QRT)
United Kingdom
$2.8M +$2.38M +330,696 +4,795%
Marshall Wace
13
Marshall Wace
United Kingdom
$2.67M -$767K -106,695 -25%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$2.42M +$211K +29,351 +11%
LCM
15
Laurion Capital Management
New York
$2.37M +$2.05M +285,637 New
Jane Street
16
Jane Street
New York
$1.86M +$1.44M +200,607 +846%
Renaissance Technologies
17
Renaissance Technologies
New York
$1.6M +$644K +89,600 +86%
BFM
18
Boothbay Fund Management
New York
$1.54M +$524K +72,869 +64%
BIA
19
Barry Investment Advisors
Massachusetts
$1.48M
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.36M +$948K +131,847 +417%
Connor, Clark & Lunn Investment Management (CC&L)
21
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.26M +$426K +59,264 +64%
UIC
22
Uniplan Investment Counsel
Wisconsin
$1.01M +$872K +121,290 New
JF
23
Jump Financial
Illinois
$926K +$268K +37,339 +50%
CSS
24
Cubist Systematic Strategies
Connecticut
$923K +$801K +111,362 New
MCM
25
MAI Capital Management
Ohio
$829K

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.