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LifeVantage
LFVN

46 hedge funds and large institutions have $10.2M invested in LifeVantage in 2017 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

20% more capital invested

Capital invested by funds: $8.5M → $10.2M (+$1.71M)

0.93% more ownership

Funds ownership: 14.16% → 15.09% (+0.93%)

4% less funds holding

Funds holding: 48 → 46 (-2)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

Holders
46
Holders Change
-2
Holders Change %
-4.17%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
11
Reduced
9
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AG
Algert Global
California
+$192K
2
PP
PDT Partners
New York
+$112K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$83.5K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$69.9K
5
JP Morgan Chase
JP Morgan Chase
New York
+$53.5K

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$256K
2
ECM
Element Capital Management
New York
-$45K
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$44K
4
FQ
First Quadrant
California
-$27.7K
5
NFG
Next Financial Group
Texas
-$24K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$15K +$10.6K +2,013 +188%
PAM
27
Panagora Asset Management
Massachusetts
$14K +$15.1K +2,882 New
AG
28
Advisor Group
Arizona
$12K +$1.05K +200 +9%
AF
29
Advisornet Financial
Minnesota
$12K +$12.7K +2,429 New
Bank of America
30
Bank of America
North Carolina
$11K – – –
SJIM
31
St. Johns Investment Management
Florida
$10K – – –
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$7K +$1.31K +250 +19%
SWP
33
Stratos Wealth Partners
Ohio
$7K +$7.38K +1,406 New
Federated Hermes
34
Federated Hermes
Pennsylvania
$6K -$1.34K -256 -18%
MFW
35
Mosaic Family Wealth
Missouri
$6K – – –
OIA
36
OneDigital Investment Advisors
Kansas
$5K – – –
Group One Trading
37
Group One Trading
Illinois
$5K +$5.25K +1,000 New
TA
38
Townsend & Associates
Colorado
$5K +$5.61K +1,070 New
MAM
39
Meeder Asset Management
Ohio
$3K -$2.67K -508 -46%
GWM
40
Geneos Wealth Management
Colorado
$3K – – –
FQ
41
First Quadrant
California
$2K -$27.7K -5,278 -93%
AWM
42
Avior Wealth Management
Nebraska
$2K – – –
RFC
43
Regions Financial Corp
Alabama
$2K +$1.73K +330 New
Wells Fargo
44
Wells Fargo
California
$1K -$1.39K -265 -65%
CA
45
Calton & Associates
Florida
$1K +$1.67K +318 New
ECM
46
Element Capital Management
New York
– -$45K -10,632 Closed
RJFSA
47
Raymond James Financial Services Advisors
Florida
– -$44K -10,534 Closed
NFG
48
Next Financial Group
Texas
– -$24K -4,800 Closed
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
– -$7K -1,686 Closed
RA
50
Royce & Associates
New York
– -$6K -1,384 Closed
1
2
3

LFVN Hedge Fund Activity: Q4 2017 in Review

46 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in LifeVantage (LFVN) for Q4 2017, worth a combined $10.2M — up 20% from $8.5M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of LFVN and 10 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 11 added.

The largest buyer was Algert Global, adding an estimated $192K. The largest seller was Millennium Management, cutting an estimated $256K.

  • 46 institutional investors held LifeVantage (LFVN) as of Q4 2017, down from 48 in Q3 2017.
  • Funds reported $10.2M of LifeVantage stock for Q4 2017, up 20% quarter-over-quarter.
  • 10 funds opened new LifeVantage positions in Q4 2017 and 12 closed out, a net change of -2 holders.
  • The largest LifeVantage buyer in Q4 2017 was Algert Global, an estimated $192K added.
  • The largest LifeVantage seller in Q4 2017 was Millennium Management, an estimated $256K sold.

Based on aggregated 13F filings for Q4 2017.