We are live on ! Find out more
LFVN icon

LifeVantage
LFVN

80 hedge funds and large institutions have $86.4M invested in LifeVantage in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $75M → $86.4M (+$11.4M)

4.38% more ownership

Funds ownership: 40.31% → 44.68% (+4.4%)

1% more funds holding

Funds holding: 79 → 80 (+1)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

4% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 24

Holders
80
Holders Change
+1
Holders Change %
+1.27%
% of All Funds
1.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
25
Reduced
24
Closed
13
Calls
$836K
Puts
–
Net Calls
+$836K
Net Calls Change
+$96K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$1.54M
2
Northern Trust
Northern Trust
Illinois
+$1.42M
3
MAM
Martingale Asset Management
Massachusetts
+$1.17M
4
PAM
Panagora Asset Management
Massachusetts
+$1.17M
5
State Street
State Street
Massachusetts
+$874K

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$1.37M
2
AIM
Alambic Investment Management
California
-$629K
3
AL
AJO LP
Pennsylvania
-$352K
4
GCP
GSA Capital Partners
United Kingdom
-$350K
5
OSAM
O'Shaughnessy Asset Management
Connecticut
-$347K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
76
Ameritas Investment Company
Nebraska
$3K +$2.44K +200 New
BWM
77
BerganKDV Wealth Management
Minnesota
$2K – – –
PCM
78
Prelude Capital Management
New York
$1K -$42.6K -3,493 -97%
CAL
79
Capital Analysts LLC
Pennsylvania
$1K – – –
PFGIA
80
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
AIM
81
Alambic Investment Management
California
– -$629K -48,485 Closed
GCP
82
GSA Capital Partners
United Kingdom
– -$350K -27,002 Closed
First Trust Advisors
83
First Trust Advisors
Illinois
– -$307K -23,629 Closed
Assenagon Asset Management
84
Assenagon Asset Management
Luxembourg
– -$244K -18,818 Closed
SRAM
85
Stone Ridge Asset Management
New York
– -$170K -13,093 Closed
CSS
86
Cubist Systematic Strategies
Connecticut
– -$154K -11,836 Closed
Millennium Management
87
Millennium Management
New York
– -$142K -10,947 Closed
Two Sigma Investments
88
Two Sigma Investments
New York
– -$134K -10,288 Closed
CL
89
CSS LLC
Illinois
– -$53K -4,092 Closed
DZ Bank
90
DZ Bank
Germany
– -$36K -2,815 Closed
Group One Trading
91
Group One Trading
Illinois
– -$35K -2,701 Closed
FIA
92
FNY Investment Advisers
New York
– -$16K -1,300 Closed
Federated Hermes
93
Federated Hermes
Pennsylvania
– -$5K -374 Closed
1 2 3
4

LFVN Hedge Fund Activity: Q3 2019 in Review

80 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in LifeVantage (LFVN) for Q3 2019, worth a combined $86.4M — up 15% from $75M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new LFVN positions and 13 closed out — a net gain of 1 holder — while 25 added to existing stakes and 24 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $1.54M. The largest seller was Vanguard Group, cutting an estimated $1.37M.

  • 80 institutional investors held LifeVantage (LFVN) as of Q3 2019, up from 79 in Q2 2019.
  • Funds reported $86.4M of LifeVantage stock for Q3 2019, up 15% quarter-over-quarter.
  • 14 funds opened new LifeVantage positions in Q3 2019 and 13 closed out, a net change of +1 holder.
  • The largest LifeVantage buyer in Q3 2019 was Invesco, an estimated $1.54M added.
  • The largest LifeVantage seller in Q3 2019 was Vanguard Group, an estimated $1.37M sold.

Based on aggregated 13F filings for Q3 2019.