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Medifast

216 hedge funds and large institutions have $717M invested in Medifast in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 75 increasing their positions, 73 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

10.27% more ownership

Funds ownership: 87.19%97.46% (+10%)

3% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 73

1% less capital invested

Capital invested by funds: $724M → $717M (-$6.96M)

3% less funds holding

Funds holding: 223216 (-7)

15% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 39

47% less call options, than puts

Call options by funds: $10.7M | Put options by funds: $20.2M

Holders
216
Holders Change
-7
Holders Change %
-3.14%
% of All Funds
3.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
75
Reduced
73
Closed
39
Calls
$10.7M
Puts
$20.2M
Net Calls
-$9.55M
Net Calls Change
+$20.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
226
Mercer Global Advisors
Colorado
-$536K -7,164 Closed
KWM
227
Kingsview Wealth Management
Oregon
-$522K -6,972 Closed
HF
228
HRT Financial
New York
-$516K -6,899 Closed
ASC
229
Atalanta Sosnoff Capital
New York
-$493K -6,584 Closed
Connor, Clark & Lunn Investment Management (CC&L)
230
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$490K -6,548 Closed
ECM
231
ExodusPoint Capital Management
New York
-$478K -6,391 Closed
RFG
232
Range Financial Group
Oregon
-$399K -5,327 Closed
BHCM
233
Brevan Howard Capital Management
Jersey
-$395K -5,271 Closed
AWA
234
Arete Wealth Advisors
Illinois
-$349K -4,665 Closed
CC
235
Commons Capital
Massachusetts
-$314K -4,200 Closed
CG
236
Cutler Group
California
-$299K -4,000 Closed
AIA
237
Affinity Investment Advisors
California
-$292K -3,903 Closed
SFS
238
Stiles Financial Services
Minnesota
-$260K -3,480 Closed
Walleye Capital
239
Walleye Capital
New York
-$253K -3,377 Closed
Envestnet Asset Management
240
Envestnet Asset Management
Illinois
-$229K -3,058 Closed
TC
241
Trilogy Capital
California
-$223K -2,978 Closed
MC
242
Matisse Capital
Oregon
-$221K -2,950 Closed
JWBC
243
J.W. Burns & Co
New York
-$217K -2,900 Closed
HWAM
244
Hennion & Walsh Asset Management
New Jersey
-$214K -2,855 Closed
OR
245
Olympiad Research
Connecticut
-$208K -2,785 Closed
PCM
246
Prelude Capital Management
New York
-$208K -2,785 Closed
PMEF
247
Point72 Middle East FZE
United Arab Emirates
-$114K -1,525 Closed
LSA
248
Leonteq Securities AG
Switzerland
-$61.4K -820 Closed
Point72 Asset Management
249
Point72 Asset Management
Connecticut
-$22.4K -299 Closed
Fisher Asset Management
250
Fisher Asset Management
Washington
-$16.5K -220 Closed

MED Hedge Fund Activity: Q4 2023 in Review

216 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Medifast (MED) for Q4 2023, worth a combined $717M — down 0.96% from $724M a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of MED and 33 opened new positions — a net loss of 6 holders — while 73 trimmed existing stakes and 75 added.

The largest buyer was Morgan Stanley, adding an estimated $22.1M. The largest seller was Millennium Management, cutting an estimated $7.88M.

  • 216 institutional investors held Medifast (MED) as of Q4 2023, down from 223 in Q3 2023.
  • Funds reported $717M of Medifast stock for Q4 2023, down 0.96% quarter-over-quarter.
  • 33 funds opened new Medifast positions in Q4 2023 and 39 closed out, a net change of -6 holders.
  • The largest Medifast buyer in Q4 2023 was Morgan Stanley, an estimated $22.1M added.
  • The largest Medifast seller in Q4 2023 was Millennium Management, an estimated $7.88M sold.

Based on aggregated 13F filings for Q4 2023.