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LifeVantage

89 hedge funds and large institutions have $65.6M invested in LifeVantage in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 26

0% more funds holding

Funds holding: 8989 (0)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

0.39% less ownership

Funds ownership: 50.01%49.62% (-0.39%)

24% less capital invested

Capital invested by funds: $86.4M → $65.6M (-$20.8M)

Holders
89
Holders Change
Holders Change %
0%
% of All Funds
1.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
29
Reduced
26
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
101
Capital Analysts LLC
Pennsylvania
-$1K -103 Closed
TWM
102
Tradition Wealth Management
Minnesota
+$449 +40 New

LFVN Hedge Fund Activity: Q4 2020 in Review

89 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in LifeVantage (LFVN) for Q4 2020, worth a combined $65.6M — down 24% from $86.4M a quarter earlier.

Fund positioning in LFVN was balanced in Q4 2020: 14 funds opened new positions, 14 closed out, 29 added to existing stakes and 26 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.88M. The largest seller was AJO LP, exiting entirely with an estimated $2.76M sold.

  • 89 institutional investors held LifeVantage (LFVN) as of Q4 2020, unchanged from Q3 2020.
  • Funds reported $65.6M of LifeVantage stock for Q4 2020, down 24% quarter-over-quarter.
  • 14 funds opened new LifeVantage positions in Q4 2020 and 14 closed out, a net change of 0 holders.
  • The largest LifeVantage buyer in Q4 2020 was Morgan Stanley, an estimated $1.88M added.
  • The largest LifeVantage seller in Q4 2020 was AJO LP, an estimated $2.76M sold.

Based on aggregated 13F filings for Q4 2020.