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Medifast

284 hedge funds and large institutions have $1.75B invested in Medifast in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 105 increasing their positions, 94 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 94

3% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 33

3% more capital invested

Capital invested by funds: $1.7B → $1.75B (+$51.1M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1% less funds holding

Funds holding: 288284 (-4)

1.88% less ownership

Funds ownership: 86.03%84.15% (-1.9%)

17% less call options, than puts

Call options by funds: $10.1M | Put options by funds: $12.1M

Holders
284
Holders Change
-4
Holders Change %
-1.39%
% of All Funds
4.78%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
34
Increased
105
Reduced
94
Closed
33
Calls
$10.1M
Puts
$12.1M
Net Calls
-$2.03M
Net Calls Change
+$4.34M
Name Holding Trade Value Shares
Change
Change in
Stake
SSB
226
Sandy Spring Bank
Maryland
$29K -$5.37K -30 -16%
FCA
227
FinTrust Capital Advisors
South Carolina
$26K +$4.29K +24 +19%
Baillie Gifford & Co
228
Baillie Gifford & Co
United Kingdom
$24K +$2.33K +13 +11%
CJL
229
Cyrus J. Lawrence
New York
$23K
UB
230
UMB Bank
Missouri
$22K
ETC
231
Exchange Traded Concepts
Oklahoma
$21K +$1.43K +8 +7%
AssetMark Inc
232
AssetMark Inc
California
$20K +$10.9K +61 +124%
MCC
233
Money Concepts Capital
Florida
$19K -$5.37K -30 -22%
SWM
234
Spire Wealth Management
Virginia
$19K
TAM
235
Tucker Asset Management
Colorado
$18.2K
FDCDDQ
236
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.1K +$17.9K +100 New
PCM
237
Penserra Capital Management
California
$18K +$6.44K +36 +53%
BWL
238
Bogart Wealth LLC
Virginia
$18K +$17.9K +100 New
Federated Hermes
239
Federated Hermes
Pennsylvania
$16K -$1.43K -8 -8%
PA
240
PSI Advisors
Florida
$16K
Group One Trading
241
Group One Trading
Illinois
$16K +$16.1K +90 New
GRP
242
Global Retirement Partners
California
$12K +$2.86K +16 +30%
TWA
243
TCI Wealth Advisors
Arizona
$12K +$5.37K +30 +83%
S
244
SignatureFD
Georgia
$11K +$8.05K +45 +265%
AAP
245
Arax Advisory Partners
Colorado
$9K
GI
246
Gradient Investments
Minnesota
$9K
Carson Wealth (CWM LLC)
247
Carson Wealth (CWM LLC)
Nebraska
$9K +$7.16K +40 +364%
PFGIA
248
Patriot Financial Group Insurance Agency
Massachusetts
$8K
GWSG
249
GPS Wealth Strategies Group
Colorado
$7K
RAM
250
Riggs Asset Management
Pennsylvania
$6K -$4.12K -23 -39%

MED Hedge Fund Activity: Q2 2022 in Review

284 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Medifast (MED) for Q2 2022, worth a combined $1.75B — up 3% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new MED positions and 33 closed out — a net gain of 1 holder — while 105 added to existing stakes and 94 trimmed.

The largest buyer was American Century Companies, adding an estimated $19.1M. The largest seller was Cooper Creek Partners Management, exiting entirely with an estimated $25.6M sold.

  • 284 institutional investors held Medifast (MED) as of Q2 2022, down from 288 in Q1 2022.
  • Funds reported $1.75B of Medifast stock for Q2 2022, up 3% quarter-over-quarter.
  • 34 funds opened new Medifast positions in Q2 2022 and 33 closed out, a net change of +1 holder.
  • The largest Medifast buyer in Q2 2022 was American Century Companies, an estimated $19.1M added.
  • The largest Medifast seller in Q2 2022 was Cooper Creek Partners Management, an estimated $25.6M sold.

Based on aggregated 13F filings for Q2 2022.