LFVN icon

LifeVantage
LFVN

Overview Fund Activity

60 hedge funds and large institutions have $14.2M invested in LifeVantage in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
-7
Holders Change %
-10.45%
% of All Funds
1.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
16
Reduced
15
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Perritt Capital Management
Illinois
+$393K
2
Morgan Stanley
Morgan Stanley
New York
+$235K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$231K
4
PCM
Potomac Capital Management
New York
+$140K
5
AG
Algert Global
California
+$133K

Top Sellers

1
Northern Trust
Northern Trust
Illinois
-$984K
2
PP
Paloma Partners
Connecticut
-$631K
3
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
-$422K
4
Renaissance Technologies
Renaissance Technologies
New York
-$340K
5
Bank of America
Bank of America
North Carolina
-$255K
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$64K – – –
U
27
UBS
Switzerland
$64K +$19.8K +2,480 +45%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$45K +$28.5K +3,572 +173%
YCM
29
Yakira Capital Management
Connecticut
$37K – – –
LP
30
LMR Partners
United Kingdom
$33K -$218K -27,515 -87%
MIAN
31
Mariner Independent Advisor Network
Kansas
$24.5K -$4.79K -600 -16%
TWA
32
TCI Wealth Advisors
Arizona
$24K +$24K +2,956 New
BIM
33
BlackRock Investment Management
Delaware
$20K +$857 +105 +4%
Hotchkis & Wiley Capital Management
34
Hotchkis & Wiley Capital Management
California
$20K +$4.43K +551 +28%
RCM
35
Rotella Capital Management
Washington
$20K +$20K +2,460 New
GC
36
Guggenheim Capital
Illinois
$16K -$37.3K -4,692 -70%
AL
37
Airain Ltd
Guernsey
$15K -$17.5K -2,244 -54%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$15K -$12.2K -1,557 -45%
RBC
39
Ronald Blue & Co
Georgia
$14K +$835 +107 +6%
SFG
40
SNS Financial Group
Minnesota
$13K – – –
ICOA
41
Investment Centers of America
North Dakota
$12K +$568 +71 +5%
US Bancorp
42
US Bancorp
Minnesota
$11K – – –
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$10K – – –
Barclays
44
Barclays
United Kingdom
$8K -$46.8K -6,373 -85%
TRCT
45
Tower Research Capital (TRC)
New York
$7K -$5.47K -726 -44%
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$6K – – –
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$5K – – –
AIG
48
American International Group
New York
$4.99K – – –
NFG
49
Next Financial Group
Texas
$3K +$3K +429 New
MWP
50
MYCIO Wealth Partners
Pennsylvania
$2K – – –
1
2
3