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LifeVantage
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72 hedge funds and large institutions have $60.8M invested in LifeVantage in 2018 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

35% more capital invested

Capital invested by funds: $45M → $60.8M (+$15.8M)

21% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 19

13% more funds holding

Funds holding: 64 → 72 (+8)

3.64% more ownership

Funds ownership: 29.05% → 32.68% (+3.6%)

Holders
72
Holders Change
+8
Holders Change %
+12.5%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
23
Reduced
19
Closed
8
Calls
$784K
Puts
–
Net Calls
+$784K
Net Calls Change
+$390K

Top Buyers

Rank Fund Capital Flow
1
AL
AJO LP
Pennsylvania
+$2.45M
2
EGI
EAM Global Investors
California
+$1.16M
3
EI
EAM Investors
California
+$964K
4
BCM
Bridgeway Capital Management
Texas
+$944K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$871K

Top Sellers

Rank Fund Capital Flow
1
MHP
Manatuck Hill Partners
Connecticut
-$3.04M
2
Millennium Management
Millennium Management
New York
-$1.15M
3
Two Sigma Investments
Two Sigma Investments
New York
-$726K
4
AG
Algert Global
California
-$401K
5
JP Morgan Chase
JP Morgan Chase
New York
-$389K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
51
Bank of America
North Carolina
$27K -$8.69K -726 -26%
SJIM
52
St. Johns Investment Management
Florida
$27K – – –
Group One Trading
53
Group One Trading
Illinois
$24K -$7.18K -600 -25%
DWA
54
Dorsey Wright & Associates
California
$20K +$2.99K +250 +20%
AIC
55
Ameritas Investment Company
Nebraska
$19K +$17.5K +1,464 New
MFW
56
Mosaic Family Wealth
Missouri
$17K – – –
RFC
57
Regions Financial Corp
Alabama
$17K – – –
RA
58
Royce & Associates
New York
$13K -$3.77K -315 -24%
Federated Hermes
59
Federated Hermes
Pennsylvania
$13K -$862 -72 -7%
GWM
60
Geneos Wealth Management
Colorado
$10K – – –
TRCT
61
Tower Research Capital (TRC)
New York
$10K +$5.38K +450 +130%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$8K – – –
FHA
63
Flagship Harbor Advisors
Massachusetts
$7K -$4.31K -360 -40%
BNP Paribas Financial Markets
64
BNP Paribas Financial Markets
France
$5.05K +$4.58K +383 New
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$5K +$4.19K +350 New
NS
66
NewDay Solutions
New Hampshire
$5K +$4.31K +360 New
Citigroup
67
Citigroup
New York
$5K +$4.67K +390 New
AWM
68
Avior Wealth Management
Nebraska
$4K – – –
PFGIA
69
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
Simplex Trading
70
Simplex Trading
Illinois
$1K +$1.08K +90 New
Millennium Management
71
Millennium Management
New York
– -$1.15M -105,046 Closed
VF
72
Virtu Financial
New York
– -$199K -18,132 Closed
Marshall Wace
73
Marshall Wace
United Kingdom
– -$167K -15,222 Closed
Man Group
74
Man Group
United Kingdom
– -$147K -13,331 Closed
SWP
75
Stratos Wealth Partners
Ohio
– -$11K -1,016 Closed
1 2
3
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LFVN Hedge Fund Activity: Q4 2018 in Review

72 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in LifeVantage (LFVN) for Q4 2018, worth a combined $60.8M — up 35% from $45M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new LFVN positions and 8 closed out — a net gain of 8 holders — while 23 added to existing stakes and 19 trimmed.

The largest buyer was AJO LP, adding an estimated $2.45M. The largest seller was Manatuck Hill Partners, cutting an estimated $3.04M.

  • 72 institutional investors held LifeVantage (LFVN) as of Q4 2018, up from 64 in Q3 2018.
  • Funds reported $60.8M of LifeVantage stock for Q4 2018, up 35% quarter-over-quarter.
  • 16 funds opened new LifeVantage positions in Q4 2018 and 8 closed out, a net change of +8 holders.
  • The largest LifeVantage buyer in Q4 2018 was AJO LP, an estimated $2.45M added.
  • The largest LifeVantage seller in Q4 2018 was Manatuck Hill Partners, an estimated $3.04M sold.

Based on aggregated 13F filings for Q4 2018.