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LifeVantage
LFVN

49 hedge funds and large institutions have $17.2M invested in LifeVantage in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more call options, than puts

Call options by funds: $10K | Put options by funds: $2K

0.52% less ownership

Funds ownership: 28.68% → 28.16% (-0.52%)

4% less funds holding

Funds holding: 51 → 49 (-2)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

28% less capital invested

Capital invested by funds: $23.9M → $17.2M (-$6.71M)

37% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 19

Holders
49
Holders Change
-2
Holders Change %
-3.92%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
19
Closed
7
Calls
$10K
Puts
$2K
Net Calls
+$8K
Net Calls Change
-$8K

Top Buyers

Rank Fund Capital Flow
1
EWA
EP Wealth Advisors
California
+$273K
2
BlackRock
BlackRock
New York
+$132K
3
HFS
Hantz Financial Services
Michigan
+$81.4K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$66.4K
5
CCIA
Campbell & Co Investment Adviser
Maryland
+$65.1K

Top Sellers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
-$432K
2
Vanguard Group
Vanguard Group
Pennsylvania
-$334K
3
Renaissance Technologies
Renaissance Technologies
New York
-$210K
4
Invesco
Invesco
Georgia
-$157K
5
Millennium Management
Millennium Management
New York
-$114K
Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
26
O'Shaughnessy Asset Management
Connecticut
$72K -$46.7K -8,405 -36%
HFS
27
Hantz Financial Services
Michigan
$70K +$81.4K +14,653 New
Victory Capital Management
28
Victory Capital Management
Texas
$66K +$18K +3,235 +30%
Squarepoint
29
Squarepoint
New York
$65K -$19.3K -3,474 -20%
Man Group
30
Man Group
United Kingdom
$63K +$5.55K +1,000 +8%
NEPPG
31
New England Professional Planning Group
Rhode Island
$48K – – –
IA
32
IFP Advisors
Florida
$23K +$23.2K +4,180 +1,045%
Bank of America
33
Bank of America
North Carolina
$22K -$26K -4,689 -51%
Osaic Holdings
34
Osaic Holdings
Arizona
$20K -$11.7K -2,100 -34%
TWC
35
TD Waterhouse Canada
Ontario, Canada
$15.7K +$18.2K +3,270 New
UBS Group
36
UBS Group
Switzerland
$12K -$4.22K -760 -22%
PFA
37
Professional Financial Advisors
Nebraska
$12K – – –
SJIM
38
St. Johns Investment Management
Florida
$10K – – –
Wells Fargo
39
Wells Fargo
California
$7K -$11 -2 -0.1%
Group One Trading
40
Group One Trading
Illinois
$7K +$2.78K +500 +50%
GI
41
Gradient Investments
Minnesota
$4K -$144 -26 -3%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$3K +$2.62K +472 +207%
GRP
43
Global Retirement Partners
California
$2K +$3.07K +553 New
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$1.1K -$12K -2,169 -90%
TRCT
45
Tower Research Capital (TRC)
New York
$1K -$2.18K -392 -63%
AF
46
Allworth Financial
California
$1K – – –
TFS
47
TrustCore Financial Services
Tennessee
$1K – – –
BCMLT
48
Beacon Capital Management LLC (Tennessee)
Tennessee
$1K +$972 +175 New
Invesco
49
Invesco
Georgia
– -$157K -24,810 Closed
Walleye Capital
50
Walleye Capital
New York
– -$98K -15,508 Closed
1
2
3

LFVN Hedge Fund Activity: Q1 2022 in Review

49 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in LifeVantage (LFVN) for Q1 2022, worth a combined $17.2M — down 28% from $23.9M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of LFVN and 6 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 12 added.

The largest buyer was EP Wealth Advisors, opening a new position worth an estimated $273K. The largest seller was Deutsche Bank, cutting an estimated $432K.

  • 49 institutional investors held LifeVantage (LFVN) as of Q1 2022, down from 51 in Q4 2021.
  • Funds reported $17.2M of LifeVantage stock for Q1 2022, down 28% quarter-over-quarter.
  • 6 funds opened new LifeVantage positions in Q1 2022 and 7 closed out, a net change of -1 holder.
  • The largest LifeVantage buyer in Q1 2022 was EP Wealth Advisors, an estimated $273K added.
  • The largest LifeVantage seller in Q1 2022 was Deutsche Bank, an estimated $432K sold.

Based on aggregated 13F filings for Q1 2022.