LifeVantage
LFVN
48 hedge funds and large institutions have $13.4M invested in LifeVantage in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 5 closing their positions.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
24% more capital invested
Capital invested by funds: $10.8M → $13.4M (+$2.58M)
9% more funds holding
Funds holding: 44 → 48 (+4)
0.85% more ownership
Funds ownership: 22.53% → 23.37% (+0.85%)
33% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$243K |
| 2 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$85.1K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$71.5K |
| 4 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$61.7K |
| 5 |
WMR
Wealth Management Resources
Smithfield,
Rhode Island
|
+$12.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$86.8K |
| 2 |
Morgan Stanley
New York
|
-$65.3K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$35.8K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$30.1K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$24.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Bank of America
Charlotte,
North Carolina
| – | -$2.82K | -786 | Closed |
|
|
AAS
52
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$677 | -200 | Closed |
|
|
IGWM
53
ICA Group Wealth Management
Denver,
Colorado
| – | -$183 | -51 | Closed |
|
LFVN Hedge Fund Activity: Q2 2023 in Review
48 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in LifeVantage (LFVN) for Q2 2023, worth a combined $13.4M — up 24% from $10.8M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new LFVN positions and 5 closed out — a net gain of 4 holders — while 8 added to existing stakes and 12 trimmed.
The largest buyer was Empowered Funds, opening a new position worth an estimated $243K. The largest seller was Royal Bank of Canada, cutting an estimated $86.8K.
- 48 institutional investors held LifeVantage (LFVN) as of Q2 2023, up from 44 in Q1 2023.
- Funds reported $13.4M of LifeVantage stock for Q2 2023, up 24% quarter-over-quarter.
- 9 funds opened new LifeVantage positions in Q2 2023 and 5 closed out, a net change of +4 holders.
- The largest LifeVantage buyer in Q2 2023 was Empowered Funds, an estimated $243K added.
- The largest LifeVantage seller in Q2 2023 was Royal Bank of Canada, an estimated $86.8K sold.
Based on aggregated 13F filings for Q2 2023.