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LifeVantage
LFVN

91 hedge funds and large institutions have $70.5M invested in LifeVantage in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

6% more funds holding

Funds holding: 86 → 91 (+5)

0.65% less ownership

Funds ownership: 48.51% → 47.86% (-0.65%)

10% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 31

33% less capital invested

Capital invested by funds: $106M → $70.5M (-$35.3M)

Holders
91
Holders Change
+5
Holders Change %
+5.81%
% of All Funds
2.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
28
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$3.29M
2
GCP
GSA Capital Partners
United Kingdom
+$860K
3
Los Angeles Capital Management
Los Angeles Capital Management
California
+$637K
4
Citadel Advisors
Citadel Advisors
Florida
+$587K
5
Russell Investments Group
Russell Investments Group
United Kingdom
+$441K

Top Sellers

Rank Fund Capital Flow
1
PAM
Panagora Asset Management
Massachusetts
-$1.11M
2
Invesco
Invesco
Georgia
-$1.1M
3
BPM
Bowling Portfolio Management
Ohio
-$656K
4
Charles Schwab
Charles Schwab
California
-$525K
5
WCM
Wedge Capital Management
North Carolina
-$406K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
76
Geneos Wealth Management
Colorado
$4K -$4.18K -305 -39%
PHK
77
Point72 Hong Kong
Hong Kong
$4K +$5.52K +403 New
MAM
78
Meeder Asset Management
Ohio
$3K -$41.6K -3,038 -91%
AWM
79
Avior Wealth Management
Nebraska
$3K – – –
ASN
80
Advisory Services Network
Georgia
$3K +$3.42K +250 New
Federated Hermes
81
Federated Hermes
Pennsylvania
$3K +$3.77K +275 +1,375%
Fidelity Investments
82
Fidelity Investments
Massachusetts
$2K – – –
AIC
83
Ameritas Investment Company
Nebraska
$2K +$2.74K +200 New
II
84
Inspire Investing
Idaho
$2K +$2.74K +200 New
VCP
85
Verus Capital Partners
Arizona
$2K +$2.93K +214 New
TRCT
86
Tower Research Capital (TRC)
New York
$1K -$36.9K -2,692 -96%
BWM
87
BerganKDV Wealth Management
Minnesota
$1K – – –
CAL
88
Capital Analysts LLC
Pennsylvania
$1K – – –
IA
89
IFP Advisors
Florida
$1K – – –
PFGIA
90
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
PPA
91
Parametric Portfolio Associates
Washington
– -$396K -25,347 Closed
OAM
92
Oxford Asset Management
United Kingdom
– -$230K -14,723 Closed
EGM
93
Engineers Gate Manager
New York
– -$190K -12,148 Closed
D.E. Shaw & Co
94
D.E. Shaw & Co
New York
– -$179K -11,449 Closed
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
– -$27K -1,733 Closed
TFA
96
Tobias Financial Advisors
Florida
– -$15K -1,000 Closed
NFG
97
Next Financial Group
Texas
– -$9K -600 Closed
1832 Asset Management
98
1832 Asset Management
Ontario, Canada
– -$2K -148 Closed
GRP
99
Global Retirement Partners
California
– +$493 +36 New
1 2 3
4

LFVN Hedge Fund Activity: Q1 2020 in Review

91 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in LifeVantage (LFVN) for Q1 2020, worth a combined $70.5M — down 33% from $106M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new LFVN positions and 8 closed out — a net gain of 7 holders — while 28 added to existing stakes and 31 trimmed.

The largest buyer was Vanguard Group, adding an estimated $3.29M. The largest seller was Panagora Asset Management, cutting an estimated $1.11M.

  • 91 institutional investors held LifeVantage (LFVN) as of Q1 2020, up from 86 in Q4 2019.
  • Funds reported $70.5M of LifeVantage stock for Q1 2020, down 33% quarter-over-quarter.
  • 15 funds opened new LifeVantage positions in Q1 2020 and 8 closed out, a net change of +7 holders.
  • The largest LifeVantage buyer in Q1 2020 was Vanguard Group, an estimated $3.29M added.
  • The largest LifeVantage seller in Q1 2020 was Panagora Asset Management, an estimated $1.11M sold.

Based on aggregated 13F filings for Q1 2020.