LifeVantage
LFVN
49 hedge funds and large institutions have $17.2M invested in LifeVantage in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 7 closing their positions.
400% more call options, than puts
Call options by funds: $10K | Put options by funds: $2K
0.52% less ownership
Funds ownership: 28.68% → 28.16% (-0.52%)
4% less funds holding
Funds holding: 51 → 49 (-2)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
28% less capital invested
Capital invested by funds: $23.9M → $17.2M (-$6.71M)
37% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$273K |
| 2 |
BlackRock
New York
|
+$132K |
| 3 |
HFS
Hantz Financial Services
Southfield,
Michigan
|
+$81.4K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$66.4K |
| 5 |
CCIA
Campbell & Co Investment Adviser
Baltimore,
Maryland
|
+$65.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$432K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$334K |
| 3 |
Renaissance Technologies
New York
|
-$210K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$157K |
| 5 |
Millennium Management
New York
|
-$114K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WG
51
Winton Group
London,
United Kingdom
| – | -$87K | -13,812 | Closed |
|
52
Simplex Trading
Chicago,
Illinois
| – | -$12.2K | -2,205 | Closed |
|
53
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$10K | -1,558 | Closed |
|
|
SWA
54
SOA Wealth Advisors
New York
| – | -$3K | -572 | Closed |
|
|
SWM
55
Spire Wealth Management
Mclean,
Virginia
| – | -$1K | -200 | Closed |
|
56
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | +$555 | +100 | New |
|
LFVN Hedge Fund Activity: Q1 2022 in Review
49 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in LifeVantage (LFVN) for Q1 2022, worth a combined $17.2M — down 28% from $23.9M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of LFVN and 6 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 12 added.
The largest buyer was EP Wealth Advisors, opening a new position worth an estimated $273K. The largest seller was Deutsche Bank, cutting an estimated $432K.
- 49 institutional investors held LifeVantage (LFVN) as of Q1 2022, down from 51 in Q4 2021.
- Funds reported $17.2M of LifeVantage stock for Q1 2022, down 28% quarter-over-quarter.
- 6 funds opened new LifeVantage positions in Q1 2022 and 7 closed out, a net change of -1 holder.
- The largest LifeVantage buyer in Q1 2022 was EP Wealth Advisors, an estimated $273K added.
- The largest LifeVantage seller in Q1 2022 was Deutsche Bank, an estimated $432K sold.
Based on aggregated 13F filings for Q1 2022.