LifeVantage
LFVN
52 hedge funds and large institutions have $17.8M invested in LifeVantage in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 8 closing their positions.
7% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 14
1% more capital invested
Capital invested by funds: $17.6M → $17.8M (+$257K)
0.15% less ownership
Funds ownership: 23.04% → 22.9% (-0.15%)
2% less funds holding
Funds holding: 53 → 52 (-1)
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$80.9K |
| 2 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
+$79.7K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$44.5K |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$38.7K |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$36.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$109K |
| 2 |
Bank of New York Mellon
New York
|
-$27.9K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$23K |
| 4 |
RWM
Ritholtz Wealth Management
New York
|
-$21.3K |
| 5 |
State Street
Boston,
Massachusetts
|
-$18.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
51
Tower Research Capital (TRC)
New York
| $157 | -$3.61K | -571 | -96% |
|
|
AF
52
Allworth Financial
Folsom,
California
| $64 | +$6 | +1 | +10% |
|
53
Citadel Advisors
Miami,
Florida
| – | -$6.16K | -1,027 | Closed |
|
|
SPIA
54
Steward Partners Investment Advisory
New York
| – | -$5.79K | -965 | Closed |
|
|
GI
55
Gradient Investments
Arden Hills,
Minnesota
| – | -$5.67K | -945 | Closed |
|
|
GRP
56
Global Retirement Partners
San Rafael,
California
| – | -$1.6K | -286 | Closed |
|
|
CA
57
Crewe Advisors
Salt Lake City,
Utah
| – | -$858 | -143 | Closed |
|
|
FFA
58
Farther Finance Advisors
San Francisco,
California
| – | -$252 | -42 | Closed |
|
59
Bank of America
Charlotte,
North Carolina
| – | -$36 | -6 | Closed |
|
LFVN Hedge Fund Activity: Q1 2024 in Review
52 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in LifeVantage (LFVN) for Q1 2024, worth a combined $17.8M — up 1.5% from $17.6M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of LFVN and 7 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 15 added.
The largest buyer was Vanguard Group, adding an estimated $80.9K. The largest seller was Morgan Stanley, cutting an estimated $109K.
- 52 institutional investors held LifeVantage (LFVN) as of Q1 2024, down from 53 in Q4 2023.
- Funds reported $17.8M of LifeVantage stock for Q1 2024, up 1.5% quarter-over-quarter.
- 7 funds opened new LifeVantage positions in Q1 2024 and 8 closed out, a net change of -1 holder.
- The largest LifeVantage buyer in Q1 2024 was Vanguard Group, an estimated $80.9K added.
- The largest LifeVantage seller in Q1 2024 was Morgan Stanley, an estimated $109K sold.
Based on aggregated 13F filings for Q1 2024.