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LifeVantage
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48 hedge funds and large institutions have $13.4M invested in LifeVantage in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

24% more capital invested

Capital invested by funds: $10.8M → $13.4M (+$2.58M)

9% more funds holding

Funds holding: 44 → 48 (+4)

0.85% more ownership

Funds ownership: 22.53% → 23.37% (+0.85%)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

Holders
48
Holders Change
+4
Holders Change %
+9.09%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
8
Reduced
12
Closed
5
Calls
$19K
Puts
–
Net Calls
+$19K
Net Calls Change
+$10K

Top Buyers

Rank Fund Capital Flow
1
EF
Empowered Funds
Pennsylvania
+$243K
2
OSAM
O'Shaughnessy Asset Management
Connecticut
+$85.1K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$71.5K
4
EWA
EP Wealth Advisors
California
+$61.7K
5
WMR
Wealth Management Resources
Rhode Island
+$12.1K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$86.8K
2
Morgan Stanley
Morgan Stanley
New York
-$65.3K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$35.8K
4
TRCT
Tower Research Capital (TRC)
New York
-$30.1K
5
Citadel Advisors
Citadel Advisors
Florida
-$24.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$3.67M -$12.8K -3,100 -0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.01M -$5.43K -1,316 -0.3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$1.04M +$71.5K +17,315 +8%
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$999K – – –
BlackRock
5
BlackRock
New York
$900K -$1.26K -305 -0.1%
BCM
6
Bridgeway Capital Management
Texas
$648K +$8.45K +2,046 +1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$524K +$10.2K +2,462 +2%
WMR
8
Wealth Management Resources
Rhode Island
$417K +$12.1K +2,931 New
PCM
9
Perkins Capital Management
Minnesota
$331K – – –
Millennium Management
10
Millennium Management
New York
$302K +$8.83K +2,138 +3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$299K -$277 -67 -0.1%
American Century Companies
12
American Century Companies
Missouri
$256K – – –
EST
13
EA Series Trust
Pennsylvania
$256K +$243K +58,911 New
EF
14
Empowered Funds
Pennsylvania
$256K +$243K +58,911 New
State Street
15
State Street
Massachusetts
$201K – – –
GC
16
Globeflex Capital
California
$182K – – –
Barclays
17
Barclays
United Kingdom
$132K – – –
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$113K – – –
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$96K -$35.8K -8,675 -28%
OSAM
20
O'Shaughnessy Asset Management
Connecticut
$89.6K +$85.1K +20,609 New
Morgan Stanley
21
Morgan Stanley
New York
$88.7K -$65.3K -15,804 -44%
EWA
22
EP Wealth Advisors
California
$84.6K +$61.7K +14,941 +274%
Northern Trust
23
Northern Trust
Illinois
$83.9K -$413 -100 -0.5%
Citadel Advisors
24
Citadel Advisors
Florida
$68.9K -$24.3K -5,876 -27%
HFS
25
Hantz Financial Services
Michigan
$64K – – –
1
2 3

LFVN Hedge Fund Activity: Q2 2023 in Review

48 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in LifeVantage (LFVN) for Q2 2023, worth a combined $13.4M — up 24% from $10.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new LFVN positions and 5 closed out — a net gain of 4 holders — while 8 added to existing stakes and 12 trimmed.

The largest buyer was Empowered Funds, opening a new position worth an estimated $243K. The largest seller was Royal Bank of Canada, cutting an estimated $86.8K.

  • 48 institutional investors held LifeVantage (LFVN) as of Q2 2023, up from 44 in Q1 2023.
  • Funds reported $13.4M of LifeVantage stock for Q2 2023, up 24% quarter-over-quarter.
  • 9 funds opened new LifeVantage positions in Q2 2023 and 5 closed out, a net change of +4 holders.
  • The largest LifeVantage buyer in Q2 2023 was Empowered Funds, an estimated $243K added.
  • The largest LifeVantage seller in Q2 2023 was Royal Bank of Canada, an estimated $86.8K sold.

Based on aggregated 13F filings for Q2 2023.