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LifeVantage
LFVN

Overview Fund Activity

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
Holders
48
Holders Change
+4
Holders Change %
+9.09%
% of All Funds
0.76%
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

1
WMR
Wealth Management Resources
Rhode Island
$417K
2
EF
Empowered Funds
Pennsylvania
$256K
3
OSAM
O'Shaughnessy Asset Management
Connecticut
$89.6K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$1.04M
5
EWA
EP Wealth Advisors
California
$84.6K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$43K
2
Morgan Stanley
Morgan Stanley
New York
$88.7K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$96K
4
TRCT
Tower Research Capital (TRC)
New York
$16.9K
5
Citadel Advisors
Citadel Advisors
Florida
$68.9K
Name Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
1
Renaissance Technologies
New York
$3.67M -$13.5K -3,100 -0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.01M -$5.73K -1,316 -0.3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$1.04M +$75.3K +17,315 +8%
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$999K – – –
BlackRock
5
BlackRock
New York
$900K -$1.33K -305 -0.1%
BCM
6
Bridgeway Capital Management
Texas
$648K +$8.9K +2,046 +1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$524K +$10.7K +2,462 +2%
WMR
8
Wealth Management Resources
Rhode Island
$417K +$417K +2,931 New
PCM
9
Perkins Capital Management
Minnesota
$331K – – –
Millennium Management
10
Millennium Management
New York
$302K +$9.3K +2,138 +3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$299K -$291 -67 -0.1%
American Century Companies
12
American Century Companies
Missouri
$256K – – –
EST
13
EA Series Trust
Pennsylvania
$256K +$256K +58,911 New
EF
14
Empowered Funds
Pennsylvania
$256K +$256K +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 -$37.7K -8,675 -28%
OSAM
20
O'Shaughnessy Asset Management
Connecticut
$89.6K +$89.6K +20,609 New
Morgan Stanley
21
Morgan Stanley
New York
$88.7K -$68.7K -15,804 -44%
EWA
22
EP Wealth Advisors
California
$84.6K +$62K +14,941 +274%
Northern Trust
23
Northern Trust
Illinois
$83.9K -$435 -100 -0.5%
Citadel Advisors
24
Citadel Advisors
Florida
$68.9K -$25.6K -5,876 -27%
HFS
25
Hantz Financial Services
Michigan
$64K – – –
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