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Medifast

264 hedge funds and large institutions have $1.03B invested in Medifast in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 91 increasing their positions, 95 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.26% more ownership

Funds ownership: 84.15%86.41% (+2.3%)

4% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 95

7% less funds holding

Funds holding: 284264 (-20)

17% less call options, than puts

Call options by funds: $8.45M | Put options by funds: $10.1M

30% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 57

41% less capital invested

Capital invested by funds: $1.75B → $1.03B (-$716M)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
264
Holders Change
-20
Holders Change %
-7.04%
% of All Funds
4.55%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
40
Increased
91
Reduced
95
Closed
57
Calls
$8.45M
Puts
$10.1M
Net Calls
-$1.69M
Net Calls Change
+$337K
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
226
Simplex Trading
Illinois
$9K +$13K +91 New
UB
227
UMB Bank
Missouri
$8K -$7.59K -53 -43%
Federated Hermes
228
Federated Hermes
Pennsylvania
$8K -$2.29K -16 -18%
LC
229
Lindbrook Capital
California
$8K +$7.31K +51 +268%
TWA
230
TCI Wealth Advisors
Arizona
$7K -$143 -1 -2%
Carson Wealth (CWM LLC)
231
Carson Wealth (CWM LLC)
Nebraska
$7K +$1.72K +12 +24%
Group One Trading
232
Group One Trading
Illinois
$6K -$5.45K -38 -42%
AAP
233
Arax Advisory Partners
Colorado
$6K
PA
234
PSI Advisors
Florida
$5K -$6.45K -45 -50%
GI
235
Gradient Investments
Minnesota
$5K
GRP
236
Global Retirement Partners
California
$3K -$6.02K -42 -61%
LWA
237
Lowe Wealth Advisors
Maryland
$3K
TIM
238
Tortoise Investment Management
New York
$3K
STCOSD
239
Sageworth Trust Company of South Dakota
South Dakota
$2K -$716 -5 -26%
MPWT
240
MassMutual Private Wealth & Trust
Connecticut
$2K -$430 -3 -14%
BC
241
Burleson & Co
California
$2K +$143 +1 +5%
DCM
242
Davidson Capital Management
Texas
$2K +$430 +3 +23%
Fifth Third Bancorp
243
Fifth Third Bancorp
Ohio
$2K +$1K +7 +54%
BIA
244
Bell Investment Advisors
California
$2K +$1.43K +10 +167%
PA
245
Parallel Advisors
California
$2K +$3.01K +21 +2,100%
PFBT
246
Parkside Financial Bank & Trust
Missouri
$1K -$2.87K -20 -61%
C
247
Covestor
United Kingdom
$1K -$1.72K -12 -71%
FHA
248
First Horizon Advisors
Tennessee
$1K
JIR
249
James Investment Research
Ohio
$1K
ST
250
Sageworth Trust
Pennsylvania
$1K