We are live on ! Find out more
LFVN icon

LifeVantage
LFVN

83 hedge funds and large institutions have $92.9M invested in LifeVantage in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 22

32% more capital invested

Capital invested by funds: $70.5M → $92.9M (+$22.4M)

0.18% more ownership

Funds ownership: 47.86% → 48.04% (+0.18%)

9% less funds holding

Funds holding: 91 → 83 (-8)

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

Holders
83
Holders Change
-8
Holders Change %
-8.79%
% of All Funds
1.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
32
Reduced
22
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.91M
2
GC
Globeflex Capital
California
+$1.23M
3
MSL
Mackay Shields LLC
New York
+$821K
4
Los Angeles Capital Management
Los Angeles Capital Management
California
+$815K
5
Millennium Management
Millennium Management
New York
+$800K

Top Sellers

Rank Fund Capital Flow
1
CCM
Cadence Capital Management
Massachusetts
-$1.31M
2
GCP
GSA Capital Partners
United Kingdom
-$709K
3
BCM
Bridgeway Capital Management
Texas
-$643K
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$424K
5
BlackRock
BlackRock
New York
-$360K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
76
Fidelity Investments
Massachusetts
$3K – – –
BWM
77
BerganKDV Wealth Management
Minnesota
$2K – – –
CAL
78
Capital Analysts LLC
Pennsylvania
$1K – – –
IA
79
IFP Advisors
Florida
$1K – – –
PFGIA
80
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
CFD
81
Creative Financial Designs
Indiana
$1K +$1.12K +81 New
LGWM
82
Litman Gregory Wealth Management
California
$1K +$1.39K +100 New
CCM
83
Cadence Capital Management
Massachusetts
– -$1.31M -127,120 Closed
Squarepoint
84
Squarepoint
New York
– -$206K -19,987 Closed
State of Tennessee, Department of Treasury
85
State of Tennessee, Department of Treasury
Tennessee
– -$157K -15,213 Closed
FDCDDQ
86
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$156K -14,989 Closed
Capital Fund Management (CFM)
87
Capital Fund Management (CFM)
France
– -$143K -13,931 Closed
HW
88
Hancock Whitney
Mississippi
– -$120K -11,615 Closed
Axa
89
Axa
France
– -$117K -11,337 Closed
B
90
Bailard
California
– -$107K -10,355 Closed
BPM
91
Bowling Portfolio Management
Ohio
– -$107K -10,351 Closed
CSS
92
Cubist Systematic Strategies
Connecticut
– -$100K -9,719 Closed
FQ
93
First Quadrant
California
– -$40K -3,863 Closed
AA
94
Advisory Alpha
Michigan
– -$20.9K -1,600 Closed
GI
95
Gradient Investments
Minnesota
– -$10K -971 Closed
GWM
96
Geneos Wealth Management
Colorado
– -$4K -483 Closed
PHK
97
Point72 Hong Kong
Hong Kong
– -$4K -403 Closed
ASN
98
Advisory Services Network
Georgia
– -$3K -250 Closed
AIC
99
Ameritas Investment Company
Nebraska
– -$2K -200 Closed
II
100
Inspire Investing
Idaho
– -$2K -200 Closed
1 2 3
4

LFVN Hedge Fund Activity: Q2 2020 in Review

83 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in LifeVantage (LFVN) for Q2 2020, worth a combined $92.9M — up 32% from $70.5M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of LFVN and 12 opened new positions — a net loss of 6 holders — while 22 trimmed existing stakes and 32 added.

The largest buyer was Vanguard Group, adding an estimated $1.91M. The largest seller was Cadence Capital Management, exiting entirely with an estimated $1.31M sold.

  • 83 institutional investors held LifeVantage (LFVN) as of Q2 2020, down from 91 in Q1 2020.
  • Funds reported $92.9M of LifeVantage stock for Q2 2020, up 32% quarter-over-quarter.
  • 12 funds opened new LifeVantage positions in Q2 2020 and 18 closed out, a net change of -6 holders.
  • The largest LifeVantage buyer in Q2 2020 was Vanguard Group, an estimated $1.91M added.
  • The largest LifeVantage seller in Q2 2020 was Cadence Capital Management, an estimated $1.31M sold.

Based on aggregated 13F filings for Q2 2020.