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LifeVantage
LFVN

Overview Fund Activity

53 hedge funds and large institutions have $17.6M invested in LifeVantage in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
–
Holders Change %
0%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
14
Reduced
11
Closed
5
Calls
$164K
Puts
$4K
Net Calls
+$160K
Net Calls Change
-$165K

Top Buyers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$1.88M
2
Morgan Stanley
Morgan Stanley
New York
$209K
3
Northern Trust
Northern Trust
Illinois
$218K
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$61K
5
OSAM
O'Shaughnessy Asset Management
Connecticut
$351K

Top Sellers

1
Millennium Management
Millennium Management
New York
$0
2
Walleye Capital
Walleye Capital
New York
$0
3
BCM
Bridgeway Capital Management
Texas
$578K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$1.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWC
26
TD Waterhouse Canada
Ontario, Canada
$18.8K – – –
SJIM
27
St. Johns Investment Management
Florida
$12.5K – – –
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$12K -$41.1K -6,794 -77%
BTI
29
Blue Trust Inc
Georgia
$11K – – –
UBS Group
30
UBS Group
Switzerland
$9.84K -$11.9K -1,988 -55%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$9.32K -$7.52K -1,253 -45%
Wells Fargo
32
Wells Fargo
California
$9.1K +$24 +4 +0.3%
NA
33
NewEdge Advisors
Louisiana
$7.79K – – –
HI
34
Harbour Investments
Wisconsin
$6.75K – – –
Citadel Advisors
35
Citadel Advisors
Florida
$6.16K -$15.7K -2,622 -72%
SPIA
36
Steward Partners Investment Advisory
New York
$5.79K – – –
GI
37
Gradient Investments
Minnesota
$5.67K – – –
Qube Research & Technologies (QRT)
38
Qube Research & Technologies (QRT)
United Kingdom
$4.46K +$4.45K +742 +74,200%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$4.2K – – –
SIS
40
Sound Income Strategies
Florida
$3.9K +$18 +3 +0.5%
TRCT
41
Tower Research Capital (TRC)
New York
$3.58K +$3.58K +597 New
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$3.34K – – –
IA
43
IFP Advisors
Florida
$2.4K – – –
GRP
44
Global Retirement Partners
California
$1.6K +$1.6K +286 New
BWL
45
Bogart Wealth LLC
Virginia
$1.5K – – –
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$1.39K – – –
BCMLT
47
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.13K – – –
CA
48
Crewe Advisors
Utah
$858 +$858 +143 New
Federated Hermes
49
Federated Hermes
Pennsylvania
$744 +$162 +27 +28%
FFA
50
Farther Finance Advisors
California
$252 +$252 +42 New
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