We are live on ! Find out more
LFVN icon

LifeVantage

48 hedge funds and large institutions have $8.5M invested in LifeVantage in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 18 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $4K | Put options by funds: $1K

4.62% less ownership

Funds ownership: 18.78%14.16% (-4.6%)

20% less funds holding

Funds holding: 6048 (-12)

26% less capital invested

Capital invested by funds: $11.6M → $8.5M (-$3.06M)

50% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 18

59% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 17

Holders
48
Holders Change
-12
Holders Change %
-20%
% of All Funds
1.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
9
Reduced
18
Closed
17
Calls
$4K
Puts
$1K
Net Calls
+$3K
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$9K -$1.4K -356 -15%
AG
27
Advisor Group
Arizona
$9K -$486 -124 -5%
SJIM
28
St. Johns Investment Management
Florida
$9K
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$7K +$6.61K +1,686 New
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$6K +$560 +143 +13%
Federated Hermes
31
Federated Hermes
Pennsylvania
$6K +$1.72K +440 +45%
RA
32
Royce & Associates
New York
$6K +$5.42K +1,384 New
IA
33
IFP Advisors
Florida
$5K -$10K -2,562 -70%
UBS Group
34
UBS Group
Switzerland
$5K -$5.93K -1,514 -59%
MFW
35
Mosaic Family Wealth
Missouri
$5K
MAM
36
Meeder Asset Management
Ohio
$5K +$415 +106 +11%
OIA
37
OneDigital Investment Advisors
Kansas
$4K
Simplex Trading
38
Simplex Trading
Illinois
$4K +$4.31K +1,100 New
GWM
39
Geneos Wealth Management
Colorado
$3K
IWM
40
IHT Wealth Management
Illinois
$3K +$2.6K +665 +545%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$2K
Wells Fargo
42
Wells Fargo
California
$2K
JP Morgan Chase
43
JP Morgan Chase
New York
$1K -$27.3K -6,962 -97%
AWM
44
Avior Wealth Management
Nebraska
$1K
Deutsche Bank
45
Deutsche Bank
Germany
-$479K -122,252 -100%
Goldman Sachs
46
Goldman Sachs
New York
-$237K -54,838 Closed
PP
47
Paloma Partners
Connecticut
-$220K -50,830 Closed
LP
48
LMR Partners
United Kingdom
-$170K -39,294 Closed
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
-$152K -34,989 Closed
Connor, Clark & Lunn Investment Management (CC&L)
50
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$122K -28,275 Closed

LFVN Hedge Fund Activity: Q3 2017 in Review

48 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in LifeVantage (LFVN) for Q3 2017, worth a combined $8.5M — down 26% from $11.6M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of LFVN and 7 opened new positions — a net loss of 10 holders — while 18 trimmed existing stakes and 9 added.

The largest buyer was Algert Global, opening a new position worth an estimated $117K. The largest seller was Deutsche Bank, cutting an estimated $479K.

  • 48 institutional investors held LifeVantage (LFVN) as of Q3 2017, down from 60 in Q2 2017.
  • Funds reported $8.5M of LifeVantage stock for Q3 2017, down 26% quarter-over-quarter.
  • 7 funds opened new LifeVantage positions in Q3 2017 and 17 closed out, a net change of -10 holders.
  • The largest LifeVantage buyer in Q3 2017 was Algert Global, an estimated $117K added.
  • The largest LifeVantage seller in Q3 2017 was Deutsche Bank, an estimated $479K sold.

Based on aggregated 13F filings for Q3 2017.