LifeVantage
LFVN
46 hedge funds and large institutions have $10.2M invested in LifeVantage in 2017 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 12 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 9
20% more capital invested
Capital invested by funds: $8.5M → $10.2M (+$1.71M)
0.93% more ownership
Funds ownership: 14.16% → 15.09% (+0.93%)
4% less funds holding
Funds holding: 48 → 46 (-2)
17% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
Algert Global
San Francisco,
California
|
+$192K |
| 2 |
PP
PDT Partners
New York
|
+$112K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$83.5K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$69.9K |
| 5 |
JP Morgan Chase
New York
|
+$53.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$256K |
| 2 |
ECM
Element Capital Management
New York
|
-$45K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$44K |
| 4 |
FQ
First Quadrant
Glendale,
California
|
-$27.7K |
| 5 |
NFG
Next Financial Group
Houston,
Texas
|
-$24K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Simplex Trading
Chicago,
Illinois
| – | -$4K | -1,100 | Closed |
|
|
IA
52
IFP Advisors
Tampa,
Florida
| – | -$5K | -1,094 | Closed |
|
|
IWM
53
IHT Wealth Management
Chicago,
Illinois
| – | -$3K | -787 | Closed |
|
54
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$2K | -400 | Closed |
|
LFVN Hedge Fund Activity: Q4 2017 in Review
46 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in LifeVantage (LFVN) for Q4 2017, worth a combined $10.2M — up 20% from $8.5M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of LFVN and 10 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 11 added.
The largest buyer was Algert Global, adding an estimated $192K. The largest seller was Millennium Management, cutting an estimated $256K.
- 46 institutional investors held LifeVantage (LFVN) as of Q4 2017, down from 48 in Q3 2017.
- Funds reported $10.2M of LifeVantage stock for Q4 2017, up 20% quarter-over-quarter.
- 10 funds opened new LifeVantage positions in Q4 2017 and 12 closed out, a net change of -2 holders.
- The largest LifeVantage buyer in Q4 2017 was Algert Global, an estimated $192K added.
- The largest LifeVantage seller in Q4 2017 was Millennium Management, an estimated $256K sold.
Based on aggregated 13F filings for Q4 2017.