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LifeVantage

56 hedge funds and large institutions have $19.2M invested in LifeVantage in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

8% more funds holding

Funds holding: 5256 (+4)

7% more capital invested

Capital invested by funds: $17.8M → $19.2M (+$1.32M)

0.6% more ownership

Funds ownership: 22.9%23.49% (+0.6%)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

67% less call options, than puts

Call options by funds: $1K | Put options by funds: $3K

Holders
56
Holders Change
+4
Holders Change %
+7.69%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
14
Closed
1
Calls
$1K
Puts
$3K
Net Calls
-$2K
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$5.49M +$117K +17,300 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.2M +$158K +23,257 +5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$1.99M +$4.46K +657 +0.2%
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$1.44M -$27.9K -4,121 -2%
BlackRock
5
BlackRock
New York
$1.29M -$26K -3,834 -2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$789K -$6.69K -986 -0.8%
BCM
7
Bridgeway Capital Management
Texas
$711K +$58.7K +8,662 +8%
EF
8
Empowered Funds
Pennsylvania
$506K +$18K +2,656 +3%
PCM
9
Perkins Capital Management
Minnesota
$489K
Bank of New York Mellon
10
Bank of New York Mellon
New York
$411K
American Century Companies
11
American Century Companies
Missouri
$377K
State Street
12
State Street
Massachusetts
$280K
OSAM
13
O'Shaughnessy Asset Management
Connecticut
$278K -$105K -15,485 -26%
GC
14
Globeflex Capital
California
$268K
Northern Trust
15
Northern Trust
Illinois
$234K +$16.4K +2,415 +7%
Barclays
16
Barclays
United Kingdom
$195K
HBCM
17
Heron Bay Capital Management
Michigan
$148K +$393 +58 +0.3%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$133K
EWA
19
EP Wealth Advisors
California
$133K
RWM
20
Ritholtz Wealth Management
New York
$114K -$26.9K -3,963 -18%
Morgan Stanley
21
Morgan Stanley
New York
$108K -$4.85K -715 -4%
IFG
22
Independent Financial Group
California
$107K +$113K +16,647 New
NA
23
NewEdge Advisors
Louisiana
$96.8K +$99.6K +14,680 +3,652%
HFS
24
Hantz Financial Services
Michigan
$91K
HIM
25
Hillsdale Investment Management
Ontario, Canada
$88.1K +$7.46K +1,100 +9%

LFVN Hedge Fund Activity: Q2 2024 in Review

56 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in LifeVantage (LFVN) for Q2 2024, worth a combined $19.2M — up 7.4% from $17.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new LFVN positions and 1 closed out — a net gain of 4 holders — while 13 added to existing stakes and 14 trimmed.

The largest buyer was Vanguard Group, adding an estimated $158K. The largest seller was O'Shaughnessy Asset Management, cutting an estimated $105K.

  • 56 institutional investors held LifeVantage (LFVN) as of Q2 2024, up from 52 in Q1 2024.
  • Funds reported $19.2M of LifeVantage stock for Q2 2024, up 7.4% quarter-over-quarter.
  • 5 funds opened new LifeVantage positions in Q2 2024 and 1 closed out, a net change of +4 holders.
  • The largest LifeVantage buyer in Q2 2024 was Vanguard Group, an estimated $158K added.
  • The largest LifeVantage seller in Q2 2024 was O'Shaughnessy Asset Management, an estimated $105K sold.

Based on aggregated 13F filings for Q2 2024.