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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
PFBT
251
Parkside Financial Bank & Trust
Missouri
$6K -$179 -1 -3%
MCM
252
Manchester Capital Management
Vermont
$6K +$3.04K +17 +106%
LWA
253
Lowe Wealth Advisors
Maryland
$5K
TIM
254
Tortoise Investment Management
New York
$5K
CWM
255
Curi Wealth Management
North Carolina
$5K +$4.83K +27 New
BC
256
Burleson & Co
California
$4K
MPWT
257
MassMutual Private Wealth & Trust
Connecticut
$4K +$895 +5 +31%
STCOSD
258
Sageworth Trust Company of South Dakota
South Dakota
$3K -$1.43K -8 -30%
C
259
Covestor
United Kingdom
$3K -$537 -3 -15%
LC
260
Lindbrook Capital
California
$3K +$716 +4 +27%
QCG
261
Quadrant Capital Group
Ohio
$3K +$1.79K +10 +111%
DCM
262
Davidson Capital Management
Texas
$2K
ST
263
Sageworth Trust
Pennsylvania
$2K
Fifth Third Bancorp
264
Fifth Third Bancorp
Ohio
$2K +$2.33K +13 New
GEA
265
Glen Eagle Advisors
New Jersey
$1.64K
JIR
266
James Investment Research
Ohio
$1K -$12.9K -72 -92%
FPS
267
Fieldpoint Private Securities
Connecticut
$1K
FHA
268
First Horizon Advisors
Tennessee
$1K
LWANC
269
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K
GWS
270
Glassman Wealth Services
Virginia
$1K +$358 +2 +50%
AF
271
Allworth Financial
California
$1K +$537 +3 New
CA
272
CoreCap Advisors
Michigan
$1K +$537 +3 New
JWA
273
JFS Wealth Advisors
Pennsylvania
$1K +$537 +3 +100%
SC
274
Schubert & Co
Texas
$1K +$716 +4 +133%
BIA
275
Bell Investment Advisors
California
$1K +$1.07K +6 New