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LifeVantage
LFVN

44 hedge funds and large institutions have $10.8M invested in LifeVantage in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $10.1M → $10.8M (+$766K)

0% more funds holding

Funds holding: 44 → 44 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

0.92% less ownership

Funds ownership: 23.45% → 22.53% (-0.92%)

43% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 14

Holders
44
Holders Change
–
Holders Change %
0%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
8
Reduced
14
Closed
2
Calls
$9K
Puts
–
Net Calls
+$9K
Net Calls Change
+$6K

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$21.8K
2
EWA
EP Wealth Advisors
California
+$20.5K
3
UBS Group
UBS Group
Switzerland
+$5.46K
4
BlackRock
BlackRock
New York
+$3.63K
5
American Century Companies
American Century Companies
Missouri
+$1.35K

Top Sellers

Rank Fund Capital Flow
1
GC
Globeflex Capital
California
-$153K
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$63.8K
3
Renaissance Technologies
Renaissance Technologies
New York
-$46.6K
4
Citadel Advisors
Citadel Advisors
Florida
-$39.6K
5
TRCT
Tower Research Capital (TRC)
New York
-$16.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$17K +$5.46K +1,455 +44%
Osaic Holdings
27
Osaic Holdings
Arizona
$14.6K +$8 +2 +0%
TWC
28
TD Waterhouse Canada
Ontario, Canada
$11.5K – – –
SJIM
29
St. Johns Investment Management
Florida
$7.45K – – –
HI
30
Harbour Investments
Wisconsin
$7.31K – – –
BTI
31
Blue Trust Inc
Georgia
$6K – – –
Wells Fargo
32
Wells Fargo
California
$5.42K +$8 +2 +0.1%
NA
33
NewEdge Advisors
Louisiana
$4.36K -$161 -43 -3%
GI
34
Gradient Investments
Minnesota
$3.39K – – –
Bank of America
35
Bank of America
North Carolina
$2.82K -$98 -26 -3%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$2.51K -$4 -1 -0.1%
IA
37
IFP Advisors
Florida
$1.92K -$563 -150 -27%
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
$829 – – –
SWM
39
Spire Wealth Management
Virginia
$718 – – –
Group One Trading
40
Group One Trading
Illinois
$686 – – –
AAS
41
Ameritas Advisory Services
Nebraska
$677 +$751 +200 New
BCMLT
42
Beacon Capital Management LLC (Tennessee)
Tennessee
$628 – – –
AF
43
Allworth Financial
California
$551 – – –
IGWM
44
ICA Group Wealth Management
Colorado
$183 – – –
GRP
45
Global Retirement Partners
California
– -$1.94K -521 Closed
1
2

LFVN Hedge Fund Activity: Q1 2023 in Review

44 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in LifeVantage (LFVN) for Q1 2023, worth a combined $10.8M — up 7.6% from $10.1M a quarter earlier.

Fund positioning in LFVN was balanced in Q1 2023: 2 funds opened new positions, 2 closed out, 8 added to existing stakes and 14 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $21.8K. The largest seller was Globeflex Capital, cutting an estimated $153K.

  • 44 institutional investors held LifeVantage (LFVN) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $10.8M of LifeVantage stock for Q1 2023, up 7.6% quarter-over-quarter.
  • 2 funds opened new LifeVantage positions in Q1 2023 and 2 closed out, a net change of 0 holders.
  • The largest LifeVantage buyer in Q1 2023 was Susquehanna International Group, an estimated $21.8K added.
  • The largest LifeVantage seller in Q1 2023 was Globeflex Capital, an estimated $153K sold.

Based on aggregated 13F filings for Q1 2023.