LifeVantage
LFVN
53 hedge funds and large institutions have $19.4M invested in LifeVantage in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 16 reducing their positions, and 5 closing their positions.
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
44% more capital invested
Capital invested by funds: $13.4M → $19.4M (+$5.94M)
10% more funds holding
Funds holding: 48 → 53 (+5)
0.24% more ownership
Funds ownership: 23.37% → 23.62% (+0.24%)
44% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$233K |
| 2 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$156K |
| 3 |
HBCM
Heron Bay Capital Management
Bloomfield Hills,
Michigan
|
+$120K |
| 4 |
RWM
Ritholtz Wealth Management
New York
|
+$113K |
| 5 |
Walleye Capital
New York
|
+$112K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WMR
Wealth Management Resources
Smithfield,
Rhode Island
|
-$417K |
| 2 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$195K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$68.2K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$50.5K |
| 5 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$45.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
51
Allworth Financial
Folsom,
California
| $68 | -$800 | -143 | -93% |
|
52
Qube Research & Technologies (QRT)
London,
United Kingdom
| $6 | +$6 | +1 | New |
|
|
53
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| – | -$45.3K | -10,414 | Closed |
|
|
TRCT
54
Tower Research Capital (TRC)
New York
| – | -$16.9K | -3,895 | Closed |
|
|
WMR
55
Wealth Management Resources
Smithfield,
Rhode Island
| – | -$417K | -2,931 | Closed |
|
56
Group One Trading
Chicago,
Illinois
| – | -$2.19K | -391 | Closed |
|
|
SWM
57
Spire Wealth Management
Mclean,
Virginia
| – | -$870 | -200 | Closed |
|
|
ADL
58
Asset Dedication LLC
San Francisco,
California
| – | +$408 | +73 | New |
|
LFVN Hedge Fund Activity: Q3 2023 in Review
53 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in LifeVantage (LFVN) for Q3 2023, worth a combined $19.4M — up 44% from $13.4M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new LFVN positions and 5 closed out — a net gain of 7 holders — while 9 added to existing stakes and 16 trimmed.
The largest buyer was Dimensional Fund Advisors, adding an estimated $233K. The largest seller was Wealth Management Resources, exiting entirely with an estimated $417K sold.
- 53 institutional investors held LifeVantage (LFVN) as of Q3 2023, up from 48 in Q2 2023.
- Funds reported $19.4M of LifeVantage stock for Q3 2023, up 44% quarter-over-quarter.
- 12 funds opened new LifeVantage positions in Q3 2023 and 5 closed out, a net change of +7 holders.
- The largest LifeVantage buyer in Q3 2023 was Dimensional Fund Advisors, an estimated $233K added.
- The largest LifeVantage seller in Q3 2023 was Wealth Management Resources, an estimated $417K sold.
Based on aggregated 13F filings for Q3 2023.