LifeMD Inc (LFMD) Ownership

1.89 ↑0.04 (2.16%)

As of January 26, 2023, 12:01pm EST.

Institutions
Mutual Funds

Institutional Ownership

B. Riley Financial Inc is the biggest individual institutional holder of LifeMD Inc (LFMD), owning a total of 1.1 million shares. Combined, the top 23 institutional holders of LFMD own 16.92% of the company with a total of 5.3 million shares.

In the latest ownership report on September 30th 2022, the top 23 institutional holders decreased their combined ownership of LFMD by 26 thousand shares. 6 institutions bought 462,239 total additional shares and increased their ownership by an average of 33.37%. However 8 institutions sold 487,796 total shares and decreased their ownership by an average of 26.47%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of LifeMD decreased by a net total of -25,557 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
B. Riley Financial Inc	3.500%	-4.349%	1,100,711	-50,048	2022-09-30
Royce & Associates, LP	2.711%	43.893%	852,544	260,058	2022-09-30
Vanguard Group Inc	2.250%	-12.627%	707,669	-102,269	2022-09-30
BlackRock Inc	1.338%	-1.115%	420,799	-4,745	2022-09-30
Shah Capital Management	1.302%	18.132%	409,564	62,864	2022-09-30
American Financial Group Inc	1.081%	0.000%	340,000	0	2022-09-30
Geode Capital Management, LLC	0.608%	0.494%	191,144	939	2022-09-30
Barry Investment Advisors, LLC	0.568%	0.000%	178,469	0	2022-09-30
F.L.Putnam Investment Management	0.413%	0.000%	130,000	0	2022-09-30
HighTower Advisors, LLC	0.338%	-7.407%	106,151	-8,492	2022-09-30
Mccormack Advisors International	0.318%	0.000%	100,000	100,000	2022-09-30
Granahan Investment Management Inc..	0.307%	-58.782%	96,495	-137,611	2022-09-30
Anchor Capital Advisors Inc	0.280%	11.021%	88,040	8,740	2022-09-30
State Street Corporation	0.231%	0.000%	72,594	0	2022-09-30
Two Sigma Advisers, LLC	0.219%	-65.634%	68,800	-131,400	2022-09-30
Sontag Advisory LLC	0.196%	0.000%	61,664	0	2022-09-30
Bridgeway Capital Management, LLC	0.184%	-43.996%	57,800	-45,406	2022-09-30
Citadel Advisors Llc	0.169%	126.658%	53,038	29,638	2022-09-30
Advisor Group Holdings, Inc.	0.114%	-17.876%	35,949	-7,825	2022-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
B. Riley Financial Inc	3.500%	-4.349%	1,100,711	-50,048	2022-09-30
Royce & Associates, LP	2.711%	43.893%	852,544	260,058	2022-09-30
Vanguard Group Inc	2.250%	-12.627%	707,669	-102,269	2022-09-30
BlackRock Inc	1.338%	-1.115%	420,799	-4,745	2022-09-30
Shah Capital Management	1.302%	18.132%	409,564	62,864	2022-09-30
American Financial Group Inc	1.081%	0.000%	340,000	0	2022-09-30
Geode Capital Management, LLC	0.608%	0.494%	191,144	939	2022-09-30
Barry Investment Advisors, LLC	0.568%	0.000%	178,469	0	2022-09-30
F.L.Putnam Investment Management	0.413%	0.000%	130,000	0	2022-09-30
HighTower Advisors, LLC	0.338%	-7.407%	106,151	-8,492	2022-09-30
Intersect Capital LLC	0.318%	0.000%	100,000	0	2022-06-30
Mccormack Advisors International	0.318%	0.000%	100,000	100,000	2022-09-30
Granahan Investment Management Inc..	0.307%	-58.782%	96,495	-137,611	2022-09-30
Anchor Capital Advisors Inc	0.280%	11.021%	88,040	8,740	2022-09-30
State Street Corporation	0.231%	0.000%	72,594	0	2022-09-30
Two Sigma Investments LLC	0.224%	-53.495%	70,122	-80,662	2022-06-30
Two Sigma Advisers, LLC	0.219%	-65.634%	68,800	-131,400	2022-09-30
Sontag Advisory LLC	0.196%	0.000%	61,664	0	2022-09-30
Bridgeway Capital Management, LLC	0.184%	-43.996%	57,800	-45,406	2022-09-30
Citadel Advisors Llc	0.169%	126.658%	53,038	29,638	2022-09-30
Ameriprise Financial Inc	0.143%	-0.067%	44,960	-30	2022-06-30
Advisor Group Holdings, Inc.	0.114%	-17.876%	35,949	-7,825	2022-09-30
Northern Trust Corp	0.106%	0.000%	33,303	0	2022-06-30

Mutual Fund Ownership

Royce Small-Cap Opportunity Invmt is the biggest individual fund holder of LifeMD Inc (LFMD), owning a total of 636 thousand shares. Combined, the top 21 mutual fund holders of LFMD own 8.63% of the company with a total of 2.7 million shares.

In the latest ownership report on December 31st 2022, the top 21 fund holders increased their combined ownership of LFMD by 122 thousand shares. 3 funds bought 122,546 total additional shares and increased their ownership by an average of 11.24%. However 1 funds sold 289 total shares and decreased their ownership by an average of 0.74%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding LifeMD increased by a net total of 122,257 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Royce Small-Cap Opportunity Invmt	2.022%	14.206%	635,900	79,100	2022-12-31
Legg Mason RY US SmCp Opp A USD Dis(A)	0.995%	15.867%	312,879	42,846	2022-12-31
BlackRock Extended Equity Market K	0.124%	-0.735%	39,010	-289	2022-12-31
Royce Opportunity CIT CL R	0.054%	3.636%	17,100	600	2022-12-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Royce Small-Cap Opportunity Invmt	2.022%	14.206%	635,900	79,100	2022-12-31
Vanguard Total Stock Mkt Idx Inv	1.372%	0.000%	431,468	0	2022-11-30
Vanguard Instl Ttl Stck Mkt Idx Tr	1.372%	-19.161%	431,468	-102,269	2022-09-30
Legg Mason RY US SmCp Opp A USD Dis(A)	0.995%	15.867%	312,879	42,846	2022-12-31
Vanguard Extended Market Index Investor	0.856%	0.000%	269,119	0	2022-11-30
Fidelity® Extended Market Index	0.358%	0.000%	112,646	0	2022-11-30
Granahan Inv Mgt Small Cap Discoveries	0.202%	22.010%	63,388	11,435	2022-09-30
Acuitas US Microcap Institutional	0.202%	22.010%	63,388	11,435	2022-09-30
Bridgeway Ultra-Small Company Market	0.184%	-43.996%	57,800	-45,406	2022-09-30
BlackRock Extended Mkt Composite	0.142%	0.000%	44,509	0	2022-09-30
iShares Micro-Cap ETF	0.139%	0.000%	43,549	0	2022-12-30
iShares Core S&P Total US Stock Mkt ETF	0.137%	0.000%	43,059	0	2022-12-30
BlackRock Extended Equity Market K	0.124%	-0.735%	39,010	-289	2022-12-31
Fidelity® Total Market Index	0.098%	0.000%	30,706	0	2022-11-30
Acuitas US Microcap Strategy	0.088%	0.000%	27,628	27,628	2022-06-30
Fidelity® Series Total Market Index	0.077%	0.000%	24,227	0	2022-11-30
Schwab Total Stock Market Index	0.064%	0.000%	20,209	0	2022-11-30
Royce Opportunity CIT CL R	0.054%	3.636%	17,100	600	2022-12-31
NT Ext Equity Mkt Idx Fd - NL	0.051%	0.000%	16,035	0	2022-09-30
NT Ext Equity Mkt Idx Fd - L	0.046%	0.000%	14,602	0	2022-09-30
Northern Trust Extended Eq Market Idx	0.046%	0.000%	14,602	0	2022-09-30