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LifeVantage
LFVN

89 hedge funds and large institutions have $86.4M invested in LifeVantage in 2020 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

7% more funds holding

Funds holding: 83 → 89 (+6)

1.97% more ownership

Funds ownership: 48.04% → 50.01% (+2%)

4% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 27

7% less capital invested

Capital invested by funds: $92.9M → $86.4M (-$6.5M)

Holders
89
Holders Change
+6
Holders Change %
+7.23%
% of All Funds
1.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
26
Reduced
27
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.29M
2
Morgan Stanley
Morgan Stanley
New York
+$833K
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$701K
4
Renaissance Technologies
Renaissance Technologies
New York
+$477K
5
First Trust Advisors
First Trust Advisors
Illinois
+$446K

Top Sellers

Rank Fund Capital Flow
1
Bessemer Group
Bessemer Group
New Jersey
-$800K
2
MAM
Martingale Asset Management
Massachusetts
-$796K
3
MSL
Mackay Shields LLC
New York
-$599K
4
Millennium Management
Millennium Management
New York
-$555K
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$258K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
76
Avior Wealth Management
Nebraska
$4K – – –
Federated Hermes
77
Federated Hermes
Pennsylvania
$4K +$825 +61 +20%
Fidelity Investments
78
Fidelity Investments
Massachusetts
$3K – – –
ASN
79
Advisory Services Network
Georgia
$3K +$3.38K +250 New
PS
80
Planned Solutions
California
$3K +$3.85K +285 New
AWM
81
Adams Wealth Management
Utah
$2K +$1.92K +142 New
CAL
82
Capital Analysts LLC
Pennsylvania
$1K – – –
CFD
83
Creative Financial Designs
Indiana
$1K – – –
IA
84
IFP Advisors
Florida
$1K – – –
LGWM
85
Litman Gregory Wealth Management
California
$1K – – –
PFGIA
86
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
Simplex Trading
87
Simplex Trading
Illinois
$1K +$1.93K +143 New
Millennium Management
88
Millennium Management
New York
$201 -$555K -41,050 -71%
Bessemer Group
89
Bessemer Group
New Jersey
– -$800K -59,200 Closed
D.E. Shaw & Co
90
D.E. Shaw & Co
New York
– -$258K -19,114 Closed
Victory Capital Management
91
Victory Capital Management
Texas
– -$182K -13,456 Closed
GCP
92
GSA Capital Partners
United Kingdom
– -$157K -11,645 Closed
Creative Planning
93
Creative Planning
Kansas
– -$140K -10,325 Closed
CAN
94
Cetera Advisor Networks
California
– -$50K -3,675 Closed
RA
95
Royce & Associates
New York
– -$23K -1,672 Closed
AS
96
Altshuler Shaham
Israel
– -$17K -1,257 Closed
PAG
97
Private Advisor Group
New Jersey
– -$12K -858 Closed
CG
98
Cutler Group
California
– -$6K -500 Closed
MAM
99
Meeder Asset Management
Ohio
– -$4K -302 Closed
BWM
100
BerganKDV Wealth Management
Minnesota
– -$2K -143 Closed
1 2 3
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LFVN Hedge Fund Activity: Q3 2020 in Review

89 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in LifeVantage (LFVN) for Q3 2020, worth a combined $86.4M — down 7% from $92.9M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new LFVN positions and 12 closed out — a net gain of 6 holders — while 26 added to existing stakes and 27 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.29M. The largest seller was Bessemer Group, exiting entirely with an estimated $800K sold.

  • 89 institutional investors held LifeVantage (LFVN) as of Q3 2020, up from 83 in Q2 2020.
  • Funds reported $86.4M of LifeVantage stock for Q3 2020, down 7% quarter-over-quarter.
  • 18 funds opened new LifeVantage positions in Q3 2020 and 12 closed out, a net change of +6 holders.
  • The largest LifeVantage buyer in Q3 2020 was Vanguard Group, an estimated $1.29M added.
  • The largest LifeVantage seller in Q3 2020 was Bessemer Group, an estimated $800K sold.

Based on aggregated 13F filings for Q3 2020.