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LifeVantage

69 hedge funds and large institutions have $45.7M invested in LifeVantage in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,814% more call options, than puts

Call options by funds: $536K | Put options by funds: $28K

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

139% more capital invested

Capital invested by funds: $19.2M → $45.7M (+$26.6M)

23% more funds holding

Funds holding: 5669 (+13)

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

7.24% more ownership

Funds ownership: 23.49%30.74% (+7.2%)

Holders
69
Holders Change
+13
Holders Change %
+23.21%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
15
Reduced
13
Closed
3
Calls
$536K
Puts
$28K
Net Calls
+$508K
Net Calls Change
+$510K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
51
Bank of America
North Carolina
$4.88K +$2.08K +251 +164%
IA
52
IFP Advisors
Florida
$4.83K
HI
53
Harbour Investments
Wisconsin
$4.53K
BNP Paribas Financial Markets
54
BNP Paribas Financial Markets
France
$2.79K
Jones Financial Companies
55
Jones Financial Companies
Missouri
$2.6K +$828 +100 +100%
PA
56
Parallel Advisors
California
$2.42K +$828 +100 +100%
GA
57
GoalVest Advisory
New York
$2.42K +$1.66K +200 New
BCMLT
58
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.11K
IHWM
59
Iron Horse Wealth Management
Iowa
$2.11K +$1.45K +175 New
CA
60
Crewe Advisors
Utah
$1.73K +$1.18K +143 New
TCM
61
TruNorth Capital Management
Michigan
$1.73K
EWA
62
EverSource Wealth Advisors
Alabama
$1.42K +$969 +117 New
RF
63
Robinswood Financial
Washington
$1.32K +$902 +109 New
EFP
64
EnRich Financial Partners
Wisconsin
$350
PS
65
Principal Securities
Iowa
$350
Russell Investments Group
66
Russell Investments Group
United Kingdom
$350
KA
67
Kozak & Associates
Colorado
$296
UBS Group
68
UBS Group
Switzerland
$254 -$14.6K -1,769 -99%
AF
69
Allworth Financial
California
$129
BWL
70
Bogart Wealth LLC
Virginia
-$1.6K -250 Closed
Federated Hermes
71
Federated Hermes
Pennsylvania
-$520 -81 Closed
IC
72
Innealta Capital
Texas
-$19 -3 Closed

LFVN Hedge Fund Activity: Q3 2024 in Review

69 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in LifeVantage (LFVN) for Q3 2024, worth a combined $45.7M — up 139% from $19.2M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new LFVN positions and 3 closed out — a net gain of 14 holders — while 15 added to existing stakes and 13 trimmed.

The largest buyer was Capital Management, opening a new position worth an estimated $3.48M. The largest seller was Acadian Asset Management, cutting an estimated $259K.

  • 69 institutional investors held LifeVantage (LFVN) as of Q3 2024, up from 56 in Q2 2024.
  • Funds reported $45.7M of LifeVantage stock for Q3 2024, up 139% quarter-over-quarter.
  • 17 funds opened new LifeVantage positions in Q3 2024 and 3 closed out, a net change of +14 holders.
  • The largest LifeVantage buyer in Q3 2024 was Capital Management, an estimated $3.48M added.
  • The largest LifeVantage seller in Q3 2024 was Acadian Asset Management, an estimated $259K sold.

Based on aggregated 13F filings for Q3 2024.