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LifeVantage
LFVN

86 hedge funds and large institutions have $106M invested in LifeVantage in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

52% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 23

22% more capital invested

Capital invested by funds: $86.4M → $106M (+$19.4M)

8% more funds holding

Funds holding: 80 → 86 (+6)

3.83% more ownership

Funds ownership: 44.68% → 48.51% (+3.8%)

Holders
86
Holders Change
+6
Holders Change %
+7.5%
% of All Funds
1.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
35
Reduced
23
Closed
5
Calls
$777K
Puts
–
Net Calls
+$777K
Net Calls Change
-$59K

Top Buyers

Rank Fund Capital Flow
1
CCM
Cadence Capital Management
Massachusetts
+$1.97M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.68M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$842K
4
N
Nuveen
North Carolina
+$671K
5
Renaissance Technologies
Renaissance Technologies
New York
+$463K

Top Sellers

Rank Fund Capital Flow
1
OAM
Oxford Asset Management
United Kingdom
-$742K
2
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
-$440K
3
Invesco
Invesco
Georgia
-$425K
4
Axa
Axa
France
-$310K
5
BCM
Bridgeway Capital Management
Texas
-$309K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
76
Geneos Wealth Management
Colorado
$12K – – –
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$11K – – –
NFG
78
Next Financial Group
Texas
$9K – – –
AWM
79
Avior Wealth Management
Nebraska
$5K – – –
Fidelity Investments
80
Fidelity Investments
Massachusetts
$4K – – –
IA
81
IFP Advisors
Florida
$2K -$8.41K -572 -85%
BWM
82
BerganKDV Wealth Management
Minnesota
$2K – – –
CAL
83
Capital Analysts LLC
Pennsylvania
$2K – – –
PFGIA
84
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
1832 Asset Management
85
1832 Asset Management
Ontario, Canada
$2K +$2.18K +148 New
Federated Hermes
86
Federated Hermes
Pennsylvania
$1K +$294 +20 New
Ohio Public Employees Retirement System (OPERS)
87
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$440K -32,123 Closed
PP
88
PDT Partners
New York
– -$141K -10,289 Closed
Manulife (Manufacturers Life Insurance)
89
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$144K -10,180 Closed
AIC
90
Ameritas Investment Company
Nebraska
– -$3K -200 Closed
PCM
91
Prelude Capital Management
New York
– -$1K -100 Closed
1 2 3
4

LFVN Hedge Fund Activity: Q4 2019 in Review

86 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in LifeVantage (LFVN) for Q4 2019, worth a combined $106M — up 22% from $86.4M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new LFVN positions and 5 closed out — a net gain of 6 holders — while 35 added to existing stakes and 23 trimmed.

The largest buyer was Cadence Capital Management, opening a new position worth an estimated $1.97M. The largest seller was Oxford Asset Management, cutting an estimated $742K.

  • 86 institutional investors held LifeVantage (LFVN) as of Q4 2019, up from 80 in Q3 2019.
  • Funds reported $106M of LifeVantage stock for Q4 2019, up 22% quarter-over-quarter.
  • 11 funds opened new LifeVantage positions in Q4 2019 and 5 closed out, a net change of +6 holders.
  • The largest LifeVantage buyer in Q4 2019 was Cadence Capital Management, an estimated $1.97M added.
  • The largest LifeVantage seller in Q4 2019 was Oxford Asset Management, an estimated $742K sold.

Based on aggregated 13F filings for Q4 2019.