We are live on ! Find out more
LFVN icon

LifeVantage

58 hedge funds and large institutions have $22.8M invested in LifeVantage in 2016 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

22% more capital invested

Capital invested by funds: $18.7M → $22.8M (+$4.14M)

12% more funds holding

Funds holding: 5258 (+6)

Holders
58
Holders Change
+6
Holders Change %
+11.54%
% of All Funds
1.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
17
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$107K +$104K +11,715 New
RJFSA
27
Raymond James Financial Services Advisors
Florida
$105K +$102K +11,522 New
Bank of America
28
Bank of America
North Carolina
$86K +$75.8K +8,536 +939%
AIM
29
Acrospire Investment Management
Illinois
$71K +$68.9K +7,751 New
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$55K +$44.4K +5,000 +500%
Walleye Trading
31
Walleye Trading
New York
$44K -$17.8K -2,000 -29%
BA
32
BlackRock Advisors
Delaware
$37K +$4.97K +559 +16%
OSAM
33
O'Shaughnessy Asset Management
Connecticut
$34K +$23.1K +2,598 +251%
Federated Hermes
34
Federated Hermes
Pennsylvania
$30K -$1.31K -147 -4%
Deutsche Bank
35
Deutsche Bank
Germany
$30K +$702 +79 +2%
Wells Fargo
36
Wells Fargo
California
$26K +$16.5K +1,861 +186%
BFA
37
BlackRock Fund Advisors
California
$22K +$4.64K +522 +28%
UBS Group
38
UBS Group
Switzerland
$16K -$25K -2,819 -61%
MFW
39
Mosaic Family Wealth
Missouri
$11K
AIG
40
American International Group
New York
$9K
GWM
41
Geneos Wealth Management
Colorado
$8K +$8.02K +903 New
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$7K
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$5K
MTIP
44
Magee Thomson Investment Partners
California
$4K +$2.9K +327 New
AA
45
Apriem Advisors
California
$3K
AWM
46
Avior Wealth Management
Nebraska
$3K
MWP
47
MYCIO Wealth Partners
Pennsylvania
$3K
TRCT
48
Tower Research Capital (TRC)
New York
$2K -$17.7K -1,991 -91%
DADC
49
D.A. Davidson & Co
Montana
$1K
DIA
50
Davidson Investment Advisors
Montana
$1K

LFVN Hedge Fund Activity: Q1 2016 in Review

58 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in LifeVantage (LFVN) for Q1 2016, worth a combined $22.8M — up 22% from $18.7M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new LFVN positions and 5 closed out — a net gain of 6 holders — while 17 added to existing stakes and 10 trimmed.

The largest buyer was Numeric Investors, adding an estimated $1.4M. The largest seller was Evanson Asset Management, exiting entirely with an estimated $443K sold.

  • 58 institutional investors held LifeVantage (LFVN) as of Q1 2016, up from 52 in Q4 2015.
  • Funds reported $22.8M of LifeVantage stock for Q1 2016, up 22% quarter-over-quarter.
  • 11 funds opened new LifeVantage positions in Q1 2016 and 5 closed out, a net change of +6 holders.
  • The largest LifeVantage buyer in Q1 2016 was Numeric Investors, an estimated $1.4M added.
  • The largest LifeVantage seller in Q1 2016 was Evanson Asset Management, an estimated $443K sold.

Based on aggregated 13F filings for Q1 2016.