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LifeVantage
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48 hedge funds and large institutions have $13.4M invested in LifeVantage in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

24% more capital invested

Capital invested by funds: $10.8M → $13.4M (+$2.58M)

9% more funds holding

Funds holding: 44 → 48 (+4)

0.85% more ownership

Funds ownership: 22.53% → 23.37% (+0.85%)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

Holders
48
Holders Change
+4
Holders Change %
+9.09%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
8
Reduced
12
Closed
5
Calls
$19K
Puts
–
Net Calls
+$19K
Net Calls Change
+$10K

Top Buyers

Rank Fund Capital Flow
1
EF
Empowered Funds
Pennsylvania
+$243K
2
OSAM
O'Shaughnessy Asset Management
Connecticut
+$85.1K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$71.5K
4
EWA
EP Wealth Advisors
California
+$61.7K
5
WMR
Wealth Management Resources
Rhode Island
+$12.1K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$86.8K
2
Morgan Stanley
Morgan Stanley
New York
-$65.3K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$35.8K
4
TRCT
Tower Research Capital (TRC)
New York
-$30.1K
5
Citadel Advisors
Citadel Advisors
Florida
-$24.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWAG
26
Carlsbad Wealth Advisory Group
California
$63.4K +$60.2K +14,573 New
Grantham, Mayo, Van Otterloo & Co (GMO)
27
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$45.3K – – –
NEPPG
28
New England Professional Planning Group
Rhode Island
$45.2K +$277 +67 +0.6%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$43K -$86.8K -21,015 -68%
Osaic Holdings
30
Osaic Holdings
Arizona
$17.1K -$491 -119 -3%
TRCT
31
Tower Research Capital (TRC)
New York
$16.9K -$30.1K -7,283 -65%
TWC
32
TD Waterhouse Canada
Ontario, Canada
$14.1K – – –
SJIM
33
St. Johns Investment Management
Florida
$9.03K – – –
Wells Fargo
34
Wells Fargo
California
$6.59K +$17 +4 +0.3%
NA
35
NewEdge Advisors
Louisiana
$5.28K – – –
HI
36
Harbour Investments
Wisconsin
$4.89K -$3.76K -910 -45%
JP Morgan Chase
37
JP Morgan Chase
New York
$4.34K +$4.12K +998 New
SPIA
38
Steward Partners Investment Advisory
New York
$4.2K +$3.98K +965 New
GI
39
Gradient Investments
Minnesota
$4.11K – – –
Fidelity Investments
40
Fidelity Investments
Massachusetts
$3.04K – – –
SIS
41
Sound Income Strategies
Florida
$2.65K +$2.51K +608 New
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$2.42K +$2.3K +556 New
IA
43
IFP Advisors
Florida
$1.74K – – –
Group One Trading
44
Group One Trading
Illinois
$1.7K +$826 +200 +105%
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$1K – – –
SWM
46
Spire Wealth Management
Virginia
$870 – – –
BCMLT
47
Beacon Capital Management LLC (Tennessee)
Tennessee
$761 – – –
AF
48
Allworth Financial
California
$668 – – –
UBS Group
49
UBS Group
Switzerland
– -$17K -4,736 Closed
BTI
50
Blue Trust Inc
Georgia
– -$6K -1,686 Closed
1
2
3

LFVN Hedge Fund Activity: Q2 2023 in Review

48 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in LifeVantage (LFVN) for Q2 2023, worth a combined $13.4M — up 24% from $10.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new LFVN positions and 5 closed out — a net gain of 4 holders — while 8 added to existing stakes and 12 trimmed.

The largest buyer was Empowered Funds, opening a new position worth an estimated $243K. The largest seller was Royal Bank of Canada, cutting an estimated $86.8K.

  • 48 institutional investors held LifeVantage (LFVN) as of Q2 2023, up from 44 in Q1 2023.
  • Funds reported $13.4M of LifeVantage stock for Q2 2023, up 24% quarter-over-quarter.
  • 9 funds opened new LifeVantage positions in Q2 2023 and 5 closed out, a net change of +4 holders.
  • The largest LifeVantage buyer in Q2 2023 was Empowered Funds, an estimated $243K added.
  • The largest LifeVantage seller in Q2 2023 was Royal Bank of Canada, an estimated $86.8K sold.

Based on aggregated 13F filings for Q2 2023.