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LifeVantage
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78 hedge funds and large institutions have $72.9M invested in LifeVantage in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,696% more call options, than puts

Call options by funds: $2.21M | Put options by funds: $123K

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

59% more capital invested

Capital invested by funds: $45.7M → $72.9M (+$27.2M)

57% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 14

13% more funds holding

Funds holding: 69 → 78 (+9)

2.46% more ownership

Funds ownership: 30.74% → 33.2% (+2.5%)

Holders
78
Holders Change
+9
Holders Change %
+13.04%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
22
Reduced
14
Closed
7
Calls
$2.21M
Puts
$123K
Net Calls
+$2.09M
Net Calls Change
+$1.58M

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$2.22M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.01M
3
AA
Ancora Advisors
Ohio
+$910K
4
EI
EAM Investors
California
+$845K
5
6CM
683 Capital Management
New York
+$694K

Top Sellers

Rank Fund Capital Flow
1
CM
Capital Management
Virginia
-$1.66M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.07M
3
Renaissance Technologies
Renaissance Technologies
New York
-$663K
4
BCM
Bridgeway Capital Management
Texas
-$421K
5
EF
Empowered Funds
Pennsylvania
-$421K
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
26
Globeflex Capital
California
$732K – – –
HighTower Advisors
27
HighTower Advisors
Illinois
$643K -$225K -16,069 -30%
Goldman Sachs
28
Goldman Sachs
New York
$627K +$501K +35,756 New
Jane Street
29
Jane Street
New York
$608K +$486K +34,690 New
Millennium Management
30
Millennium Management
New York
$574K +$459K +32,723 New
T. Rowe Price Associates
31
T. Rowe Price Associates
Maryland
$363K – – –
EWA
32
EP Wealth Advisors
California
$362K – – –
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$325K -$131K -9,353 -34%
OAC
34
OMERS Administration Corp
Ontario, Canada
$284K +$227K +16,200 New
SSA
35
Schonfeld Strategic Advisors
New York
$282K +$226K +16,106 New
HIM
36
Hillsdale Investment Management
Ontario, Canada
$258K +$14K +1,000 +7%
HFS
37
Hantz Financial Services
Michigan
$249K – – –
Morgan Stanley
38
Morgan Stanley
New York
$241K -$16.8K -1,196 -8%
NEPPG
39
New England Professional Planning Group
Rhode Island
$198K +$407 +29 +0.3%
P
40
&Partners
Tennessee
$188K +$149K +10,593 New
Simplex Trading
41
Simplex Trading
Illinois
$187K +$24.4K +1,742 +19%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$183K +$146K +10,446 New
Citigroup
43
Citigroup
New York
$178K +$142K +10,149 New
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$75K – – –
CCM
45
Copeland Capital Management
Pennsylvania
$65.4K +$52.3K +3,732 New
TWC
46
TD Waterhouse Canada
Ontario, Canada
$57.3K – – –
SJIM
47
St. Johns Investment Management
Florida
$36.4K – – –
Osaic Holdings
48
Osaic Holdings
Arizona
$35.4K +$11.3K +808 +67%
BTI
49
Blue Trust Inc
Georgia
$29.6K – – –
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$28K +$2.8K +200 +15%
1
2
3 4

LFVN Hedge Fund Activity: Q4 2024 in Review

78 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in LifeVantage (LFVN) for Q4 2024, worth a combined $72.9M — up 59% from $45.7M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new LFVN positions and 7 closed out — a net gain of 9 holders — while 22 added to existing stakes and 14 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.22M. The largest seller was Capital Management, cutting an estimated $1.66M.

  • 78 institutional investors held LifeVantage (LFVN) as of Q4 2024, up from 69 in Q3 2024.
  • Funds reported $72.9M of LifeVantage stock for Q4 2024, up 59% quarter-over-quarter.
  • 16 funds opened new LifeVantage positions in Q4 2024 and 7 closed out, a net change of +9 holders.
  • The largest LifeVantage buyer in Q4 2024 was LPL Financial, an estimated $2.22M added.
  • The largest LifeVantage seller in Q4 2024 was Capital Management, an estimated $1.66M sold.

Based on aggregated 13F filings for Q4 2024.