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LifeVantage
LFVN

64 hedge funds and large institutions have $45M invested in LifeVantage in 2018 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 20 increasing their positions, 6 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 6

175% more capital invested

Capital invested by funds: $16.4M → $45M (+$28.6M)

145% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 11

33% more funds holding

Funds holding: 48 → 64 (+16)

11.53% more ownership

Funds ownership: 17.52% → 29.05% (+12%)

Holders
64
Holders Change
+16
Holders Change %
+33.33%
% of All Funds
1.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
20
Reduced
6
Closed
11
Calls
$394K
Puts
–
Net Calls
+$394K
Net Calls Change
+$394K

Top Buyers

Rank Fund Capital Flow
1
MHP
Manatuck Hill Partners
Connecticut
+$4.05M
2
Renaissance Technologies
Renaissance Technologies
New York
+$2.86M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$2.04M
4
BlackRock
BlackRock
New York
+$1.72M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.19M

Top Sellers

Rank Fund Capital Flow
1
CWM
Cornerstone Wealth Management
Missouri
-$422K
2
GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
-$204K
3
FA
Fortis Advisors
Pennsylvania
-$178K
4
Deutsche Bank
Deutsche Bank
Germany
-$176K
5
TRCT
Tower Research Capital (TRC)
New York
-$172K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
51
Stratos Wealth Partners
Ohio
$11K +$10.8K +1,016 New
Barclays
52
Barclays
United Kingdom
$11K +$11K +1,032 New
FHA
53
Flagship Harbor Advisors
Massachusetts
$10K – – –
TA
54
Townsend & Associates
Colorado
$9K – – –
GWM
55
Geneos Wealth Management
Colorado
$8K – – –
Fidelity Investments
56
Fidelity Investments
Massachusetts
$6K +$6.29K +590 New
TRCT
57
Tower Research Capital (TRC)
New York
$4K -$172K -16,122 -98%
AWM
58
Avior Wealth Management
Nebraska
$4K – – –
Wells Fargo
59
Wells Fargo
California
$2K – – –
APP
60
Avantax Planning Partners
Iowa
$2K +$1.85K +174 New
PFGIA
61
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$1.07K +100 New
GBBWRPM
62
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$204K -32,065 Closed
FA
63
Fortis Advisors
Pennsylvania
– -$178K -28,000 Closed
SRAM
64
Stone Ridge Asset Management
New York
– -$137K -21,456 Closed
CL
65
CSS LLC
Illinois
– -$83K -13,092 Closed
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
– -$76K -11,853 Closed
PAM
67
Panagora Asset Management
Massachusetts
– -$18K -2,882 Closed
CWM
68
Cornerstone Wealth Management
Missouri
– -$422K -2,671 Closed
AF
69
Advisornet Financial
Minnesota
– -$15K -2,429 Closed
OIA
70
OneDigital Investment Advisors
Kansas
– -$6K -1,000 Closed
MAM
71
Meeder Asset Management
Ohio
– -$3.82K -599 Closed
CFGS
72
Concourse Financial Group Securities
Alabama
– +$160 +15 New
ECM
73
Exchange Capital Management
Michigan
– +$384 +36 New
1 2
3

LFVN Hedge Fund Activity: Q3 2018 in Review

64 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in LifeVantage (LFVN) for Q3 2018, worth a combined $45M — up 175% from $16.4M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new LFVN positions and 11 closed out — a net gain of 16 holders — while 20 added to existing stakes and 6 trimmed.

The largest buyer was Manatuck Hill Partners, adding an estimated $4.05M. The largest seller was Cornerstone Wealth Management, exiting entirely with an estimated $422K sold.

  • 64 institutional investors held LifeVantage (LFVN) as of Q3 2018, up from 48 in Q2 2018.
  • Funds reported $45M of LifeVantage stock for Q3 2018, up 175% quarter-over-quarter.
  • 27 funds opened new LifeVantage positions in Q3 2018 and 11 closed out, a net change of +16 holders.
  • The largest LifeVantage buyer in Q3 2018 was Manatuck Hill Partners, an estimated $4.05M added.
  • The largest LifeVantage seller in Q3 2018 was Cornerstone Wealth Management, an estimated $422K sold.

Based on aggregated 13F filings for Q3 2018.