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Medifast

251 hedge funds and large institutions have $1.53B invested in Medifast in 2019 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 78 increasing their positions, 88 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $65.4M | Put options by funds: $30.2M

27% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 37

2% more funds holding

Funds holding: 246251 (+5)

0% more capital invested

Capital invested by funds: $1.52B → $1.53B (+$7.06M)

2.65% less ownership

Funds ownership: 100.73%98.09% (-2.6%)

11% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 88

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
251
Holders Change
+5
Holders Change %
+2.03%
% of All Funds
5.45%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
47
Increased
78
Reduced
88
Closed
37
Calls
$65.4M
Puts
$30.2M
Net Calls
+$35.2M
Net Calls Change
+$30.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
226
Sutton Wealth Advisors
Florida
$29.6K
SSB
227
Sandy Spring Bank
Maryland
$26K +$27.8K +200 New
Fuller & Thaler Asset Management
228
Fuller & Thaler Asset Management
California
$18K
CAPTRUST Financial Advisors
229
CAPTRUST Financial Advisors
North Carolina
$16K +$17.1K +123 New
NFG
230
Next Financial Group
Texas
$15K +$16.1K +116 New
APA
231
American Portfolios Advisors
New York
$14.8K +$16K +115 New
PFO
232
Pathstone Family Office
New Jersey
$13K -$33.1K -238 -70%
FHA
233
Flagship Harbor Advisors
Massachusetts
$13K -$5.28K -38 -27%
MAM
234
Meeder Asset Management
Ohio
$12K +$10.4K +75 +375%
PA
235
Parallel Advisors
California
$11K
SF
236
Synovus Financial
Georgia
$5K +$5.56K +40 New
LC
237
Lindbrook Capital
California
$4K
SPIA
238
Steward Partners Investment Advisory
New York
$4K +$4.86K +35 New
TIM
239
Tortoise Investment Management
New York
$3K
HGWM
240
Harvest Group Wealth Management
Massachusetts
$2K
HAM
241
Highstreet Asset Management
Ontario, Canada
$2K
LWA
242
Lowe Wealth Advisors
Maryland
$2K
PFBT
243
Parkside Financial Bank & Trust
Missouri
$2K +$556 +4 +40%
GWS
244
Glassman Wealth Services
Virginia
$1K
WT
245
Whittier Trust
California
$1K
AssetMark Inc
246
AssetMark Inc
California
$1K +$139 +1 +20%
TWA
247
TCI Wealth Advisors
Arizona
$1K +$1.25K +9 New
MUAMU
248
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$834 +$139K +1,000 +18%
GT
249
Glenmede Trust
Pennsylvania
$153 -$1.39K -10 -0.8%
Arrowstreet Capital
250
Arrowstreet Capital
Massachusetts
-$21.9M -171,384 Closed

MED Hedge Fund Activity: Q2 2019 in Review

251 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Medifast (MED) for Q2 2019, worth a combined $1.53B — up 0.46% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new MED positions and 37 closed out — a net gain of 10 holders — while 78 added to existing stakes and 88 trimmed.

The largest buyer was Nuveen, adding an estimated $24.3M. The largest seller was Renaissance Technologies, cutting an estimated $22.2M.

  • 251 institutional investors held Medifast (MED) as of Q2 2019, up from 246 in Q1 2019.
  • Funds reported $1.53B of Medifast stock for Q2 2019, up 0.46% quarter-over-quarter.
  • 47 funds opened new Medifast positions in Q2 2019 and 37 closed out, a net change of +10 holders.
  • The largest Medifast buyer in Q2 2019 was Nuveen, an estimated $24.3M added.
  • The largest Medifast seller in Q2 2019 was Renaissance Technologies, an estimated $22.2M sold.

Based on aggregated 13F filings for Q2 2019.