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LifeVantage
LFVN

Overview Fund Activity

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
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

1
Vanguard Group
Vanguard Group
Pennsylvania
+$77.5K
2
HIM
Hillsdale Investment Management
Ontario, Canada
+$76.4K
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$42.6K
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$37K
5
EF
Empowered Funds
Pennsylvania
+$34.7K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$104K
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$26.8K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$22K
4
RWM
Ritholtz Wealth Management
New York
-$20.4K
5
State Street
State Street
Massachusetts
-$18.2K
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$28.8K -$3.09K -510 -10%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$22K +$10.4K +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 +$18 +3 +0.2%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$8.75K -$653 -108 -7%
HI
33
Harbour Investments
Wisconsin
$6.81K – – –
UBS Group
34
UBS Group
Switzerland
$5.76K -$4.16K -688 -42%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$4.24K +$6 +1 +0.1%
SIS
36
Sound Income Strategies
Florida
$3.95K +$18 +3 +0.5%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$3.36K – – –
NA
38
NewEdge Advisors
Louisiana
$2.43K -$5.43K -897 -69%
IA
39
IFP Advisors
Florida
$2.42K – – –
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
$2.35K -$2.15K -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 +$865 +143 New
Federated Hermes
45
Federated Hermes
Pennsylvania
$750 – – –
PA
46
Parallel Advisors
California
$605 +$605 +100 New
KA
47
Kozak & Associates
Colorado
$180 +$180 +25 New
PS
48
Principal Securities
Iowa
$175 +$175 +29 New
Russell Investments Group
49
Russell Investments Group
United Kingdom
$175 +$175 +29 New
EFP
50
EnRich Financial Partners
Wisconsin
$175 +$175 +29 New
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