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LifeVantage

69 hedge funds and large institutions have $45.7M invested in LifeVantage in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,814% more call options, than puts

Call options by funds: $536K | Put options by funds: $28K

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

139% more capital invested

Capital invested by funds: $19.2M → $45.7M (+$26.6M)

23% more funds holding

Funds holding: 5669 (+13)

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

7.24% more ownership

Funds ownership: 23.49%30.74% (+7.2%)

Holders
69
Holders Change
+13
Holders Change %
+23.21%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
15
Reduced
13
Closed
3
Calls
$536K
Puts
$28K
Net Calls
+$508K
Net Calls Change
+$510K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
26
T. Rowe Price Associates
Maryland
$251K
EWA
27
EP Wealth Advisors
California
$250K
Morgan Stanley
28
Morgan Stanley
New York
$180K -$16K -1,937 -11%
Qube Research & Technologies (QRT)
29
Qube Research & Technologies (QRT)
United Kingdom
$172K +$118K +14,261 +1,426,100%
HFS
30
Hantz Financial Services
Michigan
$172K
IFG
31
Independent Financial Group
California
$167K -$23.4K -2,822 -17%
HIM
32
Hillsdale Investment Management
Ontario, Canada
$166K
HBCM
33
Heron Bay Capital Management
Michigan
$152K -$87K -10,502 -45%
TI
34
Trexquant Investment
Connecticut
$149K +$102K +12,361 New
NEPPG
35
New England Professional Planning Group
Rhode Island
$136K +$364 +44 +0.4%
Simplex Trading
36
Simplex Trading
Illinois
$108K +$74.2K +8,964 New
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$52K +$29.2K +3,522 +468%
Group One Trading
38
Group One Trading
Illinois
$49.6K +$34K +4,107 New
Citadel Advisors
39
Citadel Advisors
Florida
$42.8K +$29.3K +3,541 New
TWC
40
TD Waterhouse Canada
Ontario, Canada
$40K
SJIM
41
St. Johns Investment Management
Florida
$25.1K
Wells Fargo
42
Wells Fargo
California
$17.3K
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$17K +$11.4K +1,379 New
Osaic Holdings
44
Osaic Holdings
Arizona
$14.7K +$8 +1 +0.1%
JP Morgan Chase
45
JP Morgan Chase
New York
$12K
TRCT
46
Tower Research Capital (TRC)
New York
$11K +$3.39K +409 +82%
BTI
47
Blue Trust Inc
Georgia
$10.8K
Fidelity Investments
48
Fidelity Investments
Massachusetts
$8.49K +$25 +3 +0.4%
SIS
49
Sound Income Strategies
Florida
$7.96K +$17 +2 +0.3%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$6.72K

LFVN Hedge Fund Activity: Q3 2024 in Review

69 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in LifeVantage (LFVN) for Q3 2024, worth a combined $45.7M — up 139% from $19.2M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new LFVN positions and 3 closed out — a net gain of 14 holders — while 15 added to existing stakes and 13 trimmed.

The largest buyer was Capital Management, opening a new position worth an estimated $3.48M. The largest seller was Acadian Asset Management, cutting an estimated $259K.

  • 69 institutional investors held LifeVantage (LFVN) as of Q3 2024, up from 56 in Q2 2024.
  • Funds reported $45.7M of LifeVantage stock for Q3 2024, up 139% quarter-over-quarter.
  • 17 funds opened new LifeVantage positions in Q3 2024 and 3 closed out, a net change of +14 holders.
  • The largest LifeVantage buyer in Q3 2024 was Capital Management, an estimated $3.48M added.
  • The largest LifeVantage seller in Q3 2024 was Acadian Asset Management, an estimated $259K sold.

Based on aggregated 13F filings for Q3 2024.