Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

LIFEVANTAGE CORP (LFVN)

107 + Investors. Track Smart Money conviction in LFVN. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
59%

Smart Money Signals — LFVN

Based on 106 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added LFVN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
106 hedge funds hold LFVN right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +38% more funds vs a year ago

fund count last 6Q
+29 new funds entered over the past year (+38% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 59% buying

60 buying42 selling
Last quarter: 60 funds bought or added vs 42 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new LFVN position: 35 → 28 → 11 → 21. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

51% of holders stayed for 2+ years

51% conviction (2yr+) 25% medium 24% new
54 out of 106 hedge funds have held LFVN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +3%, value -35%

Value
-34%
Shares
+3%
Last quarter: funds added +3% more shares while total portfolio value only changed -35%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

16 → 35 → 28 → 11 → 21 new funds/Q
New funds entering each quarter: 35 → 28 → 11 → 21. LFVN is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 62% of holders stayed 2+ years

62% veterans 8% 1-2yr 30% new
Of 107 current holders: 66 (62%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
27 of 106 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: LFVN

How many hedge funds hold LFVN — quarterly history vs. share price
Quarterly hedge fund ownership of LFVN vs. share price

Market Analysis: LFVN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LFVN

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: LFVN
2026 Q1 Stats Unlock in 15 days 107 + Investors

Track Smart Money conviction in LFVN. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 107 105 1.9%
13F Shares 8M 7M 3.15%
Total Value $47M $71M -34.73%
New Positions 21 13 +8
Increased Positions 40 31 +9
Closed Positions 20 18 +2
Reduced Positions 24 38 -14
Total Calls 0 1 -100.0%
Total Puts 1 2 -50.0%
PUT/CALL Ratio 0.0 2.0 Bullish

Statistics: LFVN

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

107 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LFVN. Verified SEC 13F-HR filings.

Top 25 institutional holders of LFVN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CAPITAL MANAGEMENT CORP /VA 1.80% 2,441,919 $10.5M
2 PERKINS CAPITAL MANAGEMENT INC 0.31% 75,458 $326K
3 SummerHaven Investment Management, LLC 0.12% 46,821 $202K
4 Indivisible Partners 0.04% 106,854 $462K
5 AlphaQuest LLC 0.01% 29,935 $184K
6 DGS Capital Management, LLC 0.01% 10,168 $44K
7 State of Alaska, Department of Revenue 0.00% 27,664
8 HANTZ FINANCIAL SERVICES, INC. 0.00% 13,502
9 Physician Wealth Advisors, Inc. 0.00% 1,185 $5K
10 ENVESTNET ASSET MANAGEMENT INC 0.00% 219,162 $947K
11 GAMMA Investing LLC 0.00% 976 $4K
12 MML INVESTORS SERVICES, LLC 0.00% 14,500 $63K
13 Sound Income Strategies, LLC 0.00% 678 $3K
14 SBI Securities Co., Ltd. 0.00% 971 $4K
15 Bell Investment Advisors, Inc 0.00% 150
16 Police & Firemen's Retirement System of New Jersey 0.00% 2,339 $10K
17 Blue Trust, Inc. 0.00% 1,686 $7K
18 Farther Finance Advisors, LLC 0.00% 1,865 $8K
19 HSBC HOLDINGS PLC 0.00% 11,772 $51K
20 Kozak & Associates, Inc. 0.00% 25
21 NISA INVESTMENT ADVISORS, LLC 0.00% 702 $3K
22 Sterling Capital Management LLC 0.00% 69
23 True Wealth Design, LLC 0.00% 4
24 IFP Advisors, Inc 0.00% 53
25 SJS Investment Consulting Inc. 0.00% 5
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — LIFEVANTAGE CORP (LFVN)

What does the Smart Money Trend signal show for LFVN?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added LFVN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for LFVN?

Slight buying edge — 59% buying: Last quarter: 60 funds bought or added vs 42 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for LFVN holders?

Strong quality — 30% AUM from major funds: 27 of 106 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held LFVN?

51% of holders stayed for 2+ years: 54 out of 106 hedge funds have held LFVN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.