We are live on ! Find out more
MED icon

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
US Bancorp
251
US Bancorp
Minnesota
$30K +$1.72K +7 +5%
Koshinski Asset Management
252
Koshinski Asset Management
Illinois
$24.1K +$30.7K +125 New
FCA
253
FinTrust Capital Advisors
South Carolina
$24K
SWM
254
Spire Wealth Management
Virginia
$24K +$30.5K +124 New
Federated Hermes
255
Federated Hermes
Pennsylvania
$22K -$3.2K -13 -10%
Baillie Gifford & Co
256
Baillie Gifford & Co
United Kingdom
$21K -$4.67K -19 -15%
ETC
257
Exchange Traded Concepts
Oklahoma
$20K -$489K -1,988 -95%
PA
258
PSI Advisors
Florida
$17K +$22.1K +90 New
GI
259
Gradient Investments
Minnesota
$13K
SGAM
260
Smith Group Asset Management
Texas
$13K
TWA
261
TCI Wealth Advisors
Arizona
$12K -$3.69K -15 -20%
PCM
262
Penserra Capital Management
California
$11K -$2.08M -8,449 -99%
GAM
263
Gemmer Asset Management
California
$11K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
264
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$10K -$2.46M -10,000 -99%
AAP
265
Arax Advisory Partners
Colorado
$10K
BWA
266
BDO Wealth Advisors
Florida
$9K
CFA
267
Cahill Financial Advisors
Minnesota
$9K +$10.8K +44 New
PFGIA
268
Patriot Financial Group Insurance Agency
Massachusetts
$8K
ST
269
Sageworth Trust
Pennsylvania
$8K
NFG
270
Next Financial Group
Texas
$8K +$1.72K +7 +20%
GWSG
271
GPS Wealth Strategies Group
Colorado
$8K +$9.83K +40 New
PFBT
272
Parkside Financial Bank & Trust
Missouri
$6K -$737 -3 -8%
LWA
273
Lowe Wealth Advisors
Maryland
$6K
LC
274
Lindbrook Capital
California
$5K
TIM
275
Tortoise Investment Management
New York
$5K