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LifeVantage
LFVN

Overview Fund Activity

55 hedge funds and large institutions have $19M invested in LifeVantage in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+3
Holders Change %
+5.77%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
13
Reduced
14
Closed
1
Calls
$1K
Puts
$3K
Net Calls
-$2K
Net Calls Change
-$2K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$149K
2
Renaissance Technologies
Renaissance Technologies
New York
+$111K
3
NA
NewEdge Advisors
Louisiana
+$94.2K
4
BCM
Bridgeway Capital Management
Texas
+$55.6K
5
EF
Empowered Funds
Pennsylvania
+$17.1K

Top Sellers

1
OSAM
O'Shaughnessy Asset Management
Connecticut
-$99.4K
2
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$92.5K
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$26.4K
4
RWM
Ritholtz Wealth Management
New York
-$25.4K
5
BlackRock
BlackRock
New York
-$24.6K
Name Holding Trade Value Shares
Change 		Shares
Change %
TWC
26
TD Waterhouse Canada
Ontario, Canada
$20.5K – – –
SJIM
27
St. Johns Investment Management
Florida
$13.3K – – –
UBS Group
28
UBS Group
Switzerland
$11.5K +$5.38K +838 +88%
BTI
29
Blue Trust Inc
Georgia
$10.2K – – –
Wells Fargo
30
Wells Fargo
California
$9.17K -$591 -92 -6%
Osaic Holdings
31
Osaic Holdings
Arizona
$7.79K -$22.7K -3,540 -74%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$6.4K -$2.88K -449 -31%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$5K -$20K -3,006 -80%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$4.49K -$6 -1 -0.1%
SIS
35
Sound Income Strategies
Florida
$4.22K +$26 +4 +0.6%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$3.57K – – –
TRCT
37
Tower Research Capital (TRC)
New York
$3.21K +$3.04K +474 +1,823%
IGWM
38
ICA Group Wealth Management
Colorado
$3.21K +$3.21K +500 New
IA
39
IFP Advisors
Florida
$2.57K – – –
HI
40
Harbour Investments
Wisconsin
$2.41K -$4.82K -750 -67%
BWL
41
Bogart Wealth LLC
Virginia
$1.61K – – –
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
$1.48K – – –
BCMLT
43
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.12K – – –
Bank of America
44
Bank of America
North Carolina
$982 +$982 +153 New
TCM
45
TruNorth Capital Management
Michigan
$918 – – –
PA
46
Parallel Advisors
California
$642 – – –
Jones Financial Companies
47
Jones Financial Companies
Missouri
$642 +$642 +100 New
Federated Hermes
48
Federated Hermes
Pennsylvania
$520 -$276 -43 -35%
PS
49
Principal Securities
Iowa
$186 – – –
Russell Investments Group
50
Russell Investments Group
United Kingdom
$186 – – –
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