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LifeVantage
LFVN

52 hedge funds and large institutions have $17.8M invested in LifeVantage in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

1% more capital invested

Capital invested by funds: $17.6M → $17.8M (+$257K)

0.15% less ownership

Funds ownership: 23.04% → 22.9% (-0.15%)

2% less funds holding

Funds holding: 53 → 52 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
52
Holders Change
-1
Holders Change %
-1.89%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
15
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$80.9K
2
HIM
Hillsdale Investment Management
Ontario, Canada
+$79.7K
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$44.5K
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$38.7K
5
BCM
Bridgeway Capital Management
Texas
+$36.3K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$109K
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$27.9K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$23K
4
RWM
Ritholtz Wealth Management
New York
-$21.3K
5
State Street
State Street
Massachusetts
-$18.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$5.07M -$1.9K -300 -0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.87M +$80.9K +12,809 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$1.87M -$23K -3,634 -1%
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$1.38M +$38.7K +6,121 +3%
BlackRock
5
BlackRock
New York
$1.24M -$5.11K -809 -0.4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$749K +$44.5K +7,038 +6%
BCM
7
Bridgeway Capital Management
Texas
$618K +$36.3K +5,742 +6%
EF
8
Empowered Funds
Pennsylvania
$461K +$36.3K +5,742 +8%
PCM
9
Perkins Capital Management
Minnesota
$460K – – –
Bank of New York Mellon
10
Bank of New York Mellon
New York
$387K -$27.9K -4,425 -6%
OSAM
11
O'Shaughnessy Asset Management
Connecticut
$356K +$2.2K +349 +0.6%
American Century Companies
12
American Century Companies
Missouri
$355K – – –
State Street
13
State Street
Massachusetts
$264K -$18.9K -3,000 -6%
GC
14
Globeflex Capital
California
$253K – – –
Northern Trust
15
Northern Trust
Illinois
$206K -$14K -2,210 -6%
Barclays
16
Barclays
United Kingdom
$184K – – –
HBCM
17
Heron Bay Capital Management
Michigan
$139K +$4.32K +684 +3%
RWM
18
Ritholtz Wealth Management
New York
$131K -$21.3K -3,372 -13%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$126K – – –
EWA
20
EP Wealth Advisors
California
$125K +$7.74K +1,226 +6%
Morgan Stanley
21
Morgan Stanley
New York
$106K -$109K -17,208 -49%
Connor, Clark & Lunn Investment Management (CC&L)
22
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$92.5K +$32.4K +5,126 +50%
HFS
23
Hantz Financial Services
Michigan
$86K – – –
HIM
24
Hillsdale Investment Management
Ontario, Canada
$76.4K +$79.7K +12,620 New
NEPPG
25
New England Professional Planning Group
Rhode Island
$67.6K +$360 +57 +0.5%
1
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LFVN Hedge Fund Activity: Q1 2024 in Review

52 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in LifeVantage (LFVN) for Q1 2024, worth a combined $17.8M — up 1.5% from $17.6M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of LFVN and 7 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 15 added.

The largest buyer was Vanguard Group, adding an estimated $80.9K. The largest seller was Morgan Stanley, cutting an estimated $109K.

  • 52 institutional investors held LifeVantage (LFVN) as of Q1 2024, down from 53 in Q4 2023.
  • Funds reported $17.8M of LifeVantage stock for Q1 2024, up 1.5% quarter-over-quarter.
  • 7 funds opened new LifeVantage positions in Q1 2024 and 8 closed out, a net change of -1 holder.
  • The largest LifeVantage buyer in Q1 2024 was Vanguard Group, an estimated $80.9K added.
  • The largest LifeVantage seller in Q1 2024 was Morgan Stanley, an estimated $109K sold.

Based on aggregated 13F filings for Q1 2024.