LifeVantage
LFVN
56 hedge funds and large institutions have $19.2M invested in LifeVantage in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
8% more funds holding
Funds holding: 52 → 56 (+4)
7% more capital invested
Capital invested by funds: $17.8M → $19.2M (+$1.32M)
0.6% more ownership
Funds ownership: 22.9% → 23.49% (+0.6%)
7% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 14
67% less call options, than puts
Call options by funds: $1K | Put options by funds: $3K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$158K |
| 2 |
Renaissance Technologies
New York
|
+$117K |
| 3 |
IFG
Independent Financial Group
San Diego,
California
|
+$113K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$99.6K |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$58.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$105K |
| 2 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$92.5K |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
-$27.9K |
| 4 |
RWM
Ritholtz Wealth Management
New York
|
-$26.9K |
| 5 |
BlackRock
New York
|
-$26K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PS
51
Principal Securities
Des Moines,
Iowa
| $186 | – | – | – |
|
52
Russell Investments Group
London,
United Kingdom
| $186 | – | – | – |
|
|
KA
53
Kozak & Associates
Highlands Ranch,
Colorado
| $150 | – | – | – |
|
|
AF
54
Allworth Financial
Folsom,
California
| $71 | – | – | – |
|
|
IC
55
Innealta Capital
Austin,
Texas
| $19 | +$20 | +3 | New |
|
56
Qube Research & Technologies (QRT)
London,
United Kingdom
| $6 | -$2.63K | -387 | -100% |
|
|
57
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
| – | -$92.5K | -15,296 | Closed |
|
LFVN Hedge Fund Activity: Q2 2024 in Review
56 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in LifeVantage (LFVN) for Q2 2024, worth a combined $19.2M — up 7.4% from $17.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new LFVN positions and 1 closed out — a net gain of 4 holders — while 13 added to existing stakes and 14 trimmed.
The largest buyer was Vanguard Group, adding an estimated $158K. The largest seller was O'Shaughnessy Asset Management, cutting an estimated $105K.
- 56 institutional investors held LifeVantage (LFVN) as of Q2 2024, up from 52 in Q1 2024.
- Funds reported $19.2M of LifeVantage stock for Q2 2024, up 7.4% quarter-over-quarter.
- 5 funds opened new LifeVantage positions in Q2 2024 and 1 closed out, a net change of +4 holders.
- The largest LifeVantage buyer in Q2 2024 was Vanguard Group, an estimated $158K added.
- The largest LifeVantage seller in Q2 2024 was O'Shaughnessy Asset Management, an estimated $105K sold.
Based on aggregated 13F filings for Q2 2024.