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LifeVantage
LFVN

46 hedge funds and large institutions have $8.07M invested in LifeVantage in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.65% more ownership

Funds ownership: 15.09% → 15.74% (+0.65%)

0% more funds holding

Funds holding: 46 → 46 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

21% less capital invested

Capital invested by funds: $10.2M → $8.07M (-$2.14M)

23% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 13

Holders
46
Holders Change
–
Holders Change %
0%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
10
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$138K
2
WSL
Western Standard LLC
California
+$115K
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$111K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$91.5K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$67.3K

Top Sellers

Rank Fund Capital Flow
1
California Public Employees Retirement System
California Public Employees Retirement System
California
-$66.1K
2
Millennium Management
Millennium Management
New York
-$55.3K
3
PP
PDT Partners
New York
-$46.7K
4
JP Morgan Chase
JP Morgan Chase
New York
-$43.3K
5
SRAM
Stone Ridge Asset Management
New York
-$18.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$16K -$15.6K -3,681 -46%
UBS Group
27
UBS Group
Switzerland
$10K -$509 -120 -4%
PAM
28
Panagora Asset Management
Massachusetts
$10K – – –
AG
29
Advisor Group
Arizona
$9K – – –
AF
30
Advisornet Financial
Minnesota
$9K – – –
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$9K +$2.49K +587 +38%
Bank of America
32
Bank of America
North Carolina
$8K – – –
SJIM
33
St. Johns Investment Management
Florida
$7K – – –
MFW
34
Mosaic Family Wealth
Missouri
$5K – – –
SWP
35
Stratos Wealth Partners
Ohio
$4K -$1.66K -390 -28%
Federated Hermes
36
Federated Hermes
Pennsylvania
$4K – – –
OIA
37
OneDigital Investment Advisors
Kansas
$4K – – –
TA
38
Townsend & Associates
Colorado
$4K – – –
GWM
39
Geneos Wealth Management
Colorado
$2K – – –
MAM
40
Meeder Asset Management
Ohio
$2K – – –
JP Morgan Chase
41
JP Morgan Chase
New York
$1K -$43.3K -10,196 -98%
AWM
42
Avior Wealth Management
Nebraska
$1K – – –
RFC
43
Regions Financial Corp
Alabama
$1K – – –
Wells Fargo
44
Wells Fargo
California
$1K – – –
Group One Trading
45
Group One Trading
Illinois
– -$5K -1,000 Closed
FQ
46
First Quadrant
California
– -$2K -404 Closed
CA
47
Calton & Associates
Florida
– -$1K -318 Closed
ECM
48
Exchange Capital Management
Michigan
– +$153 +36 New
1
2

LFVN Hedge Fund Activity: Q1 2018 in Review

46 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in LifeVantage (LFVN) for Q1 2018, worth a combined $8.07M — down 21% from $10.2M a quarter earlier.

Fund positioning in LFVN was balanced in Q1 2018: 3 funds opened new positions, 3 closed out, 10 added to existing stakes and 13 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $138K. The largest seller was California Public Employees Retirement System, cutting an estimated $66.1K.

  • 46 institutional investors held LifeVantage (LFVN) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $8.07M of LifeVantage stock for Q1 2018, down 21% quarter-over-quarter.
  • 3 funds opened new LifeVantage positions in Q1 2018 and 3 closed out, a net change of 0 holders.
  • The largest LifeVantage buyer in Q1 2018 was Renaissance Technologies, an estimated $138K added.
  • The largest LifeVantage seller in Q1 2018 was California Public Employees Retirement System, an estimated $66.1K sold.

Based on aggregated 13F filings for Q1 2018.