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Medifast

296 hedge funds and large institutions have $1.93B invested in Medifast in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 102 increasing their positions, 105 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.35% more ownership

Funds ownership: 84.88%85.24% (+0.35%)

3% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 105

5% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 41

2% less funds holding

Funds holding: 301296 (-5)

28% less call options, than puts

Call options by funds: $13.4M | Put options by funds: $18.7M

32% less capital invested

Capital invested by funds: $2.82B → $1.93B (-$894M)

80% less funds holding in top 10

Funds holding in top 10: 51 (-4)

Holders
296
Holders Change
-5
Holders Change %
-1.66%
% of All Funds
5.18%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.02%
New
39
Increased
102
Reduced
105
Closed
41
Calls
$13.4M
Puts
$18.7M
Net Calls
-$5.3M
Net Calls Change
+$12.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
226
Ameritas Investment Partners
Nebraska
$177K
GC
227
Globeflex Capital
California
$176K -$1.35M -5,490 -86%
Walleye Trading
228
Walleye Trading
New York
$164K -$146K -595 -41%
SAM
229
Shell Asset Management
Netherlands
$162K -$7.38K -30 -3%
ED
230
Exane Derivatives
France
$157K -$33.2K -135 -14%
First Manhattan
231
First Manhattan
New York
$134K
NFSG
232
Newbridge Financial Services Group
Florida
$133K -$24.1K -98 -12%
Macquarie Group
233
Macquarie Group
Australia
$122K +$26.1K +106 +20%
OSAM
234
O'Shaughnessy Asset Management
Connecticut
$120K -$137K -557 -47%
Skandinaviska Enskilda Banken (SEB)
235
Skandinaviska Enskilda Banken (SEB)
Sweden
$96K -$11.4M -46,200 -99%
HI
236
Harbour Investments
Wisconsin
$93K -$6.64K -27 -5%
Group One Trading
237
Group One Trading
Illinois
$79K -$91K -370 -47%
FMP
238
Financial Management Professionals
Texas
$70K +$88.7K +361 New
CWA
239
Carolina Wealth Advisors
South Carolina
$66K +$84.8K +345 New
APA
240
American Portfolios Advisors
New York
$57.2K
VanEck Associates
241
VanEck Associates
New York
$53K +$25.1K +102 +59%
JEST
242
JTC Employer Solutions Trustee
Jersey
$53K +$67.6K +275 New
SWA
243
Sutton Wealth Advisors
Florida
$44.5K
CAPTRUST Financial Advisors
244
CAPTRUST Financial Advisors
North Carolina
$40K -$11.3K -46 -18%
Ohio Public Employees Retirement System (OPERS)
245
Ohio Public Employees Retirement System (OPERS)
Ohio
$40K +$2.7K +11 +6%
FFC
246
First Financial Corp
Indiana
$39K
SSB
247
Sandy Spring Bank
Maryland
$39K
CFA
248
Carroll Financial Associates
North Carolina
$39K +$1.48K +6 +3%
CMBA
249
C.M. Bidwell & Associates
Hawaii
$35K -$7.62K -31 -15%
LSA
250
Leonteq Securities AG
Switzerland
$34.7K +$44.3K +180 New