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LifeVantage
LFVN

Overview Fund Activity

67 hedge funds and large institutions have $45.6M invested in LifeVantage in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+12
Holders Change %
+21.82%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
15
Reduced
12
Closed
3
Calls
$536K
Puts
$28K
Net Calls
+$508K
Net Calls Change
+$510K

Top Buyers

1
CM
Capital Management
Virginia
+$5.07M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.69M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$678K
4
HighTower Advisors
HighTower Advisors
Illinois
+$638K
5
LPL Financial
LPL Financial
California
+$636K

Top Sellers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$378K
2
Renaissance Technologies
Renaissance Technologies
New York
-$326K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$170K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$150K
5
HBCM
Heron Bay Capital Management
Michigan
-$127K
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
51
IFP Advisors
Florida
$4.83K – – –
HI
52
Harbour Investments
Wisconsin
$4.53K – – –
BNP Paribas Financial Markets
53
BNP Paribas Financial Markets
France
$2.79K – – –
Jones Financial Companies
54
Jones Financial Companies
Missouri
$2.6K +$1.3K +100 +100%
PA
55
Parallel Advisors
California
$2.42K +$1.21K +100 +100%
GA
56
GoalVest Advisory
New York
$2.42K +$2.42K +200 New
BCMLT
57
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.11K – – –
IHWM
58
Iron Horse Wealth Management
Iowa
$2.11K +$2.11K +175 New
CA
59
Crewe Advisors
Utah
$1.73K +$1.73K +143 New
TCM
60
TruNorth Capital Management
Michigan
$1.73K – – –
EWA
61
EverSource Wealth Advisors
Alabama
$1.42K +$1.42K +117 New
PS
62
Principal Securities
Iowa
$350 – – –
Russell Investments Group
63
Russell Investments Group
United Kingdom
$350 – – –
EFP
64
EnRich Financial Partners
Wisconsin
$350 – – –
KA
65
Kozak & Associates
Colorado
$296 – – –
UBS Group
66
UBS Group
Switzerland
$254 -$21.4K -1,769 -99%
AF
67
Allworth Financial
California
$129 – – –
BWL
68
Bogart Wealth LLC
Virginia
– -$1.61K -250 Closed
Federated Hermes
69
Federated Hermes
Pennsylvania
– -$520 -81 Closed
IC
70
Innealta Capital
Texas
– -$19 -3 Closed
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