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LifeVantage
LFVN

52 hedge funds and large institutions have $17.8M invested in LifeVantage in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

1% more capital invested

Capital invested by funds: $17.6M → $17.8M (+$257K)

0.15% less ownership

Funds ownership: 23.04% → 22.9% (-0.15%)

2% less funds holding

Funds holding: 53 → 52 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
52
Holders Change
-1
Holders Change %
-1.89%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
15
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$80.9K
2
HIM
Hillsdale Investment Management
Ontario, Canada
+$79.7K
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$44.5K
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$38.7K
5
BCM
Bridgeway Capital Management
Texas
+$36.3K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$109K
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$27.9K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$23K
4
RWM
Ritholtz Wealth Management
New York
-$21.3K
5
State Street
State Street
Massachusetts
-$18.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$28.8K -$3.22K -510 -10%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$22K +$11.2K +1,773 +89%
TWC
28
TD Waterhouse Canada
Ontario, Canada
$20.9K – – –
SJIM
29
St. Johns Investment Management
Florida
$12.6K – – –
BTI
30
Blue Trust Inc
Georgia
$10.2K – – –
Wells Fargo
31
Wells Fargo
California
$9.2K +$19 +3 +0.2%
JP Morgan Chase
32
JP Morgan Chase
New York
$8.75K -$682 -108 -7%
HI
33
Harbour Investments
Wisconsin
$6.81K – – –
UBS Group
34
UBS Group
Switzerland
$5.76K -$4.34K -688 -42%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$4.24K +$6 +1 +0.1%
SIS
36
Sound Income Strategies
Florida
$3.95K +$19 +3 +0.5%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$3.36K – – –
NA
38
NewEdge Advisors
Louisiana
$2.43K -$5.67K -897 -69%
IA
39
IFP Advisors
Florida
$2.42K – – –
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
$2.35K -$2.24K -355 -48%
BWL
41
Bogart Wealth LLC
Virginia
$1.51K – – –
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
$1.4K – – –
BCMLT
43
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.06K – – –
TCM
44
TruNorth Capital Management
Michigan
$865 +$903 +143 New
Federated Hermes
45
Federated Hermes
Pennsylvania
$750 – – –
PA
46
Parallel Advisors
California
$605 +$632 +100 New
KA
47
Kozak & Associates
Colorado
$180 +$158 +25 New
EFP
48
EnRich Financial Partners
Wisconsin
$175 +$183 +29 New
PS
49
Principal Securities
Iowa
$175 +$183 +29 New
Russell Investments Group
50
Russell Investments Group
United Kingdom
$175 +$183 +29 New
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LFVN Hedge Fund Activity: Q1 2024 in Review

52 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in LifeVantage (LFVN) for Q1 2024, worth a combined $17.8M — up 1.5% from $17.6M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of LFVN and 7 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 15 added.

The largest buyer was Vanguard Group, adding an estimated $80.9K. The largest seller was Morgan Stanley, cutting an estimated $109K.

  • 52 institutional investors held LifeVantage (LFVN) as of Q1 2024, down from 53 in Q4 2023.
  • Funds reported $17.8M of LifeVantage stock for Q1 2024, up 1.5% quarter-over-quarter.
  • 7 funds opened new LifeVantage positions in Q1 2024 and 8 closed out, a net change of -1 holder.
  • The largest LifeVantage buyer in Q1 2024 was Vanguard Group, an estimated $80.9K added.
  • The largest LifeVantage seller in Q1 2024 was Morgan Stanley, an estimated $109K sold.

Based on aggregated 13F filings for Q1 2024.