LifeVantage
LFVN
53 hedge funds and large institutions have $17.6M invested in LifeVantage in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 5 closing their positions.
4,000% more call options, than puts
Call options by funds: $164K | Put options by funds: $4K
27% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 11
0% more funds holding
Funds holding: 53 → 53 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
0.57% less ownership
Funds ownership: 23.62% → 23.04% (-0.57%)
9% less capital invested
Capital invested by funds: $19.4M → $17.6M (-$1.79M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$210K |
| 2 |
Morgan Stanley
New York
|
+$128K |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$114K |
| 4 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$67.2K |
| 5 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$65.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$575K |
| 2 |
Walleye Capital
New York
|
-$129K |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$117K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$84.1K |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$52.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
51
Allworth Financial
Folsom,
California
| $63 | – | – | – |
|
52
Bank of America
Charlotte,
North Carolina
| $36 | -$93 | -14 | -70% |
|
|
53
Millennium Management
New York
| – | -$575K | -89,176 | Closed |
|
|
54
Walleye Capital
New York
| – | -$129K | -20,069 | Closed |
|
|
55
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$84.1K | -13,038 | Closed |
|
56
Simplex Trading
Chicago,
Illinois
| – | -$48.9K | -7,398 | Closed |
|
57
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| – | -$1.29K | -200 | Closed |
|
LFVN Hedge Fund Activity: Q4 2023 in Review
53 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in LifeVantage (LFVN) for Q4 2023, worth a combined $17.6M — down 9.2% from $19.4M a quarter earlier.
Fund positioning in LFVN was balanced in Q4 2023: 5 funds opened new positions, 5 closed out, 14 added to existing stakes and 11 trimmed.
The largest buyer was Dimensional Fund Advisors, adding an estimated $210K. The largest seller was Millennium Management, exiting entirely with an estimated $575K sold.
- 53 institutional investors held LifeVantage (LFVN) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $17.6M of LifeVantage stock for Q4 2023, down 9.2% quarter-over-quarter.
- 5 funds opened new LifeVantage positions in Q4 2023 and 5 closed out, a net change of 0 holders.
- The largest LifeVantage buyer in Q4 2023 was Dimensional Fund Advisors, an estimated $210K added.
- The largest LifeVantage seller in Q4 2023 was Millennium Management, an estimated $575K sold.
Based on aggregated 13F filings for Q4 2023.