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Medifast
MED

Overview Fund Activity

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

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
-5
Holders Change %
-1.74%
% of All Funds
4.79%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
33
Increased
105
Reduced
94
Closed
33
Calls
$10.1M
Puts
$12.1M
Net Calls
-$2.03M
Net Calls Change
+$4.34M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$30.7M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$291M
3
Morgan Stanley
3
Morgan Stanley
New York
$27.5M
4
Victory Capital Management
4
Victory Capital Management
Texas
$23.3M
5
Bank of America
5
Bank of America
North Carolina
$10.4M

Top Sellers

1
CCPM
1
Cooper Creek Partners Management
New York
$0
2
BlackRock
2
BlackRock
New York
$363M
3
CCM
3
Candlestick Capital Management
Connecticut
$0
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$5.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
251
Manchester Capital Management
Vermont
$6K +$3.09K +17 +106%
LWA
252
Lowe Wealth Advisors
Maryland
$5K – – –
TIM
253
Tortoise Investment Management
New York
$5K – – –
CWM
254
Curi Wealth Management
North Carolina
$5K +$5K +27 New
BC
255
Burleson & Co
California
$4K – – –
MPWT
256
MassMutual Private Wealth & Trust
Connecticut
$4K +$952 +5 +31%
STCOSD
257
Sageworth Trust Company of South Dakota
South Dakota
$3K -$1.26K -8 -30%
C
258
Covestor
United Kingdom
$3K -$529 -3 -15%
LC
259
Lindbrook Capital
California
$3K +$632 +4 +27%
QCG
260
Quadrant Capital Group
Ohio
$3K +$1.58K +10 +111%
ST
261
Sageworth Trust
Pennsylvania
$2K – – –
DCM
262
Davidson Capital Management
Texas
$2K – – –
Fifth Third Bancorp
263
Fifth Third Bancorp
Ohio
$2K +$2K +13 New
GEA
264
Glen Eagle Advisors
New Jersey
$1.64K – – –
JIR
265
James Investment Research
Ohio
$1K -$12K -72 -92%
LWANC
266
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K – – –
FHA
267
First Horizon Advisors
Tennessee
$1K – – –
FPS
268
Fieldpoint Private Securities
Connecticut
$1K – – –
GWS
269
Glassman Wealth Services
Virginia
$1K +$333 +2 +50%
AF
270
Allworth Financial
California
$1K +$1K +3 New
CA
271
CoreCap Advisors
Michigan
$1K +$1K +3 New
JWA
272
JFS Wealth Advisors
Pennsylvania
$1K +$500 +3 +100%
SC
273
Schubert & Co
Texas
$1K +$571 +4 +133%
Northwestern Mutual Wealth Management
274
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1K +6 New
BIA
275
Bell Investment Advisors
California
$1K +$1K +6 New
9 10
11
12 13