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LifeVantage
LFVN

Overview Fund Activity

53 hedge funds and large institutions have $19.4M invested in LifeVantage in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+5
Holders Change %
+10.42%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
9
Reduced
16
Closed
5
Calls
$325K
Puts
–
Net Calls
+$325K
Net Calls Change
+$306K

Top Buyers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$1.82M
2
OSAM
O'Shaughnessy Asset Management
Connecticut
$313K
3
HBCM
Heron Bay Capital Management
Michigan
$139K
4
RWM
Ritholtz Wealth Management
New York
$131K
5
Walleye Capital
Walleye Capital
New York
$129K

Top Sellers

1
WMR
Wealth Management Resources
Rhode Island
$0
2
BCM
Bridgeway Capital Management
Texas
$736K
3
Citadel Advisors
Citadel Advisors
Florida
$23.5K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$84.1K
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NEPPG
26
New England Professional Planning Group
Rhode Island
$71.3K +$4.35K +674 +6%
Osaic Holdings
27
Osaic Holdings
Arizona
$68.2K +$42.9K +6,644 +169%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$57K -$8.49K -1,308 -13%
Simplex Trading
29
Simplex Trading
Illinois
$47K +$47K +7,398 New
Citadel Advisors
30
Citadel Advisors
Florida
$23.5K -$78.7K -12,195 -77%
UBS Group
31
UBS Group
Switzerland
$23.4K +$23.4K +3,628 New
TWC
32
TD Waterhouse Canada
Ontario, Canada
$21.6K – – –
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$18.1K +$11.7K +1,809 +181%
SJIM
34
St. Johns Investment Management
Florida
$13.4K – – –
Wells Fargo
35
Wells Fargo
California
$9.76K -$6 -1 -0.1%
NA
36
NewEdge Advisors
Louisiana
$8.38K +$548 +85 +7%
HI
37
Harbour Investments
Wisconsin
$7.26K – – –
BTI
38
Blue Trust Inc
Georgia
$7K +$7K +1,686 New
SPIA
39
Steward Partners Investment Advisory
New York
$6.22K – – –
GI
40
Gradient Investments
Minnesota
$6.1K – – –
Fidelity Investments
41
Fidelity Investments
Massachusetts
$4.52K – – –
SIS
42
Sound Income Strategies
Florida
$4.17K +$251 +39 +6%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$3.59K – – –
IA
44
IFP Advisors
Florida
$2.58K – – –
BWL
45
Bogart Wealth LLC
Virginia
$1.61K +$1.61K +250 New
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$1.49K – – –
Legacy Financial Group (Iowa)
47
Legacy Financial Group (Iowa)
Iowa
$1.29K +$1.29K +200 New
BCMLT
48
Beacon Capital Management LLC (Tennessee)
Tennessee
$761 – – –
Federated Hermes
49
Federated Hermes
Pennsylvania
$626 +$626 +97 New
Bank of America
50
Bank of America
North Carolina
$129 +$129 +20 New
1
2
3