LifeVantage
LFVN
78 hedge funds and large institutions have $72.9M invested in LifeVantage in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 7 closing their positions.
1,696% more call options, than puts
Call options by funds: $2.21M | Put options by funds: $123K
129% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 7
59% more capital invested
Capital invested by funds: $45.7M → $72.9M (+$27.2M)
57% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 14
13% more funds holding
Funds holding: 69 → 78 (+9)
2.46% more ownership
Funds ownership: 30.74% → 33.2% (+2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.22M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.01M |
| 3 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$910K |
| 4 |
EI
EAM Investors
Solana Beach,
California
|
+$845K |
| 5 |
6CM
683 Capital Management
New York
|
+$694K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CM
Capital Management
Glen Allen,
Virginia
|
-$1.66M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.07M |
| 3 |
Renaissance Technologies
New York
|
-$663K |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$421K |
| 5 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$421K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Russell Investments Group
London,
United Kingdom
| $508 | – | – | – |
|
|
KA
77
Kozak & Associates
Highlands Ranch,
Colorado
| $445 | – | – | – |
|
|
AF
78
Allworth Financial
Folsom,
California
| $254 | – | – | – |
|
|
IFG
79
Independent Financial Group
San Diego,
California
| – | -$167K | -13,825 | Closed |
|
|
HBCM
80
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| – | -$152K | -12,588 | Closed |
|
|
TI
81
Trexquant Investment
Stamford,
Connecticut
| – | -$149K | -12,361 | Closed |
|
82
Group One Trading
Chicago,
Illinois
| – | -$57.6K | -4,107 | Closed |
|
83
Citadel Advisors
Miami,
Florida
| – | -$49.6K | -3,541 | Closed |
|
|
GA
84
GoalVest Advisory
New York
| – | -$2.42K | -200 | Closed |
|
|
IHWM
85
Iron Horse Wealth Management
Johston,
Iowa
| – | -$2.11K | -175 | Closed |
|
LFVN Hedge Fund Activity: Q4 2024 in Review
78 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in LifeVantage (LFVN) for Q4 2024, worth a combined $72.9M — up 59% from $45.7M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new LFVN positions and 7 closed out — a net gain of 9 holders — while 22 added to existing stakes and 14 trimmed.
The largest buyer was LPL Financial, adding an estimated $2.22M. The largest seller was Capital Management, cutting an estimated $1.66M.
- 78 institutional investors held LifeVantage (LFVN) as of Q4 2024, up from 69 in Q3 2024.
- Funds reported $72.9M of LifeVantage stock for Q4 2024, up 59% quarter-over-quarter.
- 16 funds opened new LifeVantage positions in Q4 2024 and 7 closed out, a net change of +9 holders.
- The largest LifeVantage buyer in Q4 2024 was LPL Financial, an estimated $2.22M added.
- The largest LifeVantage seller in Q4 2024 was Capital Management, an estimated $1.66M sold.
Based on aggregated 13F filings for Q4 2024.