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LifeVantage

56 hedge funds and large institutions have $19.2M invested in LifeVantage in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

8% more funds holding

Funds holding: 5256 (+4)

7% more capital invested

Capital invested by funds: $17.8M → $19.2M (+$1.32M)

0.6% more ownership

Funds ownership: 22.9%23.49% (+0.6%)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

67% less call options, than puts

Call options by funds: $1K | Put options by funds: $3K

Holders
56
Holders Change
+4
Holders Change %
+7.69%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
14
Closed
1
Calls
$1K
Puts
$3K
Net Calls
-$2K
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Change in
Stake
NEPPG
26
New England Professional Planning Group
Rhode Island
$72.1K +$407 +60 +0.5%
TWC
27
TD Waterhouse Canada
Ontario, Canada
$20.5K
SJIM
28
St. Johns Investment Management
Florida
$13.3K
UBS Group
29
UBS Group
Switzerland
$11.5K +$5.68K +838 +88%
BTI
30
Blue Trust Inc
Georgia
$10.2K
Wells Fargo
31
Wells Fargo
California
$9.17K -$624 -92 -6%
Osaic Holdings
32
Osaic Holdings
Arizona
$7.79K -$24K -3,540 -74%
JP Morgan Chase
33
JP Morgan Chase
New York
$6.4K -$3.04K -449 -31%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$5K -$20.4K -3,006 -80%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$4.49K -$7 -1 -0.1%
SIS
36
Sound Income Strategies
Florida
$4.22K +$27 +4 +0.6%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$3.57K
TRCT
38
Tower Research Capital (TRC)
New York
$3.21K +$3.21K +474 +1,823%
IGWM
39
ICA Group Wealth Management
Colorado
$3.21K +$3.39K +500 New
IA
40
IFP Advisors
Florida
$2.57K
HI
41
Harbour Investments
Wisconsin
$2.41K -$5.09K -750 -67%
BWL
42
Bogart Wealth LLC
Virginia
$1.6K
BNP Paribas Financial Markets
43
BNP Paribas Financial Markets
France
$1.48K
BCMLT
44
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.12K
Bank of America
45
Bank of America
North Carolina
$982 +$1.04K +153 New
TCM
46
TruNorth Capital Management
Michigan
$918
PA
47
Parallel Advisors
California
$642
Jones Financial Companies
48
Jones Financial Companies
Missouri
$642 +$678 +100 New
Federated Hermes
49
Federated Hermes
Pennsylvania
$520 -$292 -43 -35%
EFP
50
EnRich Financial Partners
Wisconsin
$186

LFVN Hedge Fund Activity: Q2 2024 in Review

56 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in LifeVantage (LFVN) for Q2 2024, worth a combined $19.2M — up 7.4% from $17.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new LFVN positions and 1 closed out — a net gain of 4 holders — while 13 added to existing stakes and 14 trimmed.

The largest buyer was Vanguard Group, adding an estimated $158K. The largest seller was O'Shaughnessy Asset Management, cutting an estimated $105K.

  • 56 institutional investors held LifeVantage (LFVN) as of Q2 2024, up from 52 in Q1 2024.
  • Funds reported $19.2M of LifeVantage stock for Q2 2024, up 7.4% quarter-over-quarter.
  • 5 funds opened new LifeVantage positions in Q2 2024 and 1 closed out, a net change of +4 holders.
  • The largest LifeVantage buyer in Q2 2024 was Vanguard Group, an estimated $158K added.
  • The largest LifeVantage seller in Q2 2024 was O'Shaughnessy Asset Management, an estimated $105K sold.

Based on aggregated 13F filings for Q2 2024.