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LifeVantage
LFVN

Overview Fund Activity

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
Holders
48
Holders Change
+4
Holders Change %
+9.09%
% of All Funds
0.76%
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

1
WMR
Wealth Management Resources
Rhode Island
$417K
2
EF
Empowered Funds
Pennsylvania
$256K
3
OSAM
O'Shaughnessy Asset Management
Connecticut
$89.6K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$1.04M
5
EWA
EP Wealth Advisors
California
$84.6K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$43K
2
Morgan Stanley
Morgan Stanley
New York
$88.7K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$96K
4
TRCT
Tower Research Capital (TRC)
New York
$16.9K
5
Citadel Advisors
Citadel Advisors
Florida
$68.9K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWAG
26
Carlsbad Wealth Advisory Group
California
$63.4K +$63.4K +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 +$291 +67 +0.6%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$43K -$89.6K -21,015 -68%
Osaic Holdings
30
Osaic Holdings
Arizona
$17.1K -$518 -119 -3%
TRCT
31
Tower Research Capital (TRC)
New York
$16.9K -$31.7K -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 -$3.96K -910 -45%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$4.34K +$4.34K +998 New
SPIA
38
Steward Partners Investment Advisory
New York
$4.2K +$4.2K +965 New
GI
39
Gradient Investments
Minnesota
$4.11K – – –
Fidelity Investments
40
Fidelity Investments
Massachusetts
$3.05K – – –
SIS
41
Sound Income Strategies
Florida
$2.65K +$2.65K +608 New
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$2.42K +$2.42K +556 New
IA
43
IFP Advisors
Florida
$1.74K – – –
Group One Trading
44
Group One Trading
Illinois
$1.7K +$870 +200 +105%
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$1.01K – – –
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
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