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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
BTI
251
Blue Trust Inc
Georgia
$1K +$716 +5 +500%
PTC
252
Private Trust Company
Ohio
$1K +$716 +5 New
FMII
253
Farmers & Merchants Investments Inc
Nebraska
$1K +$1.15K +8 New
GEA
254
Glen Eagle Advisors
New Jersey
$994
KFS
255
Kelly Financial Services
Massachusetts
$227
Bank of Montreal
256
Bank of Montreal
Ontario, Canada
$222 -$25.9K -181 -10%
NPIC
257
Neumeier Poma Investment Counsel
California
-$37.4M -207,205 Closed
GEH
258
General Equity Holdings
New York
-$15.8M -87,459 Closed
Voloridge Investment Management
259
Voloridge Investment Management
Florida
-$8.08M -44,761 Closed
ICM
260
Invenomic Capital Management
Massachusetts
-$5M -27,675 Closed
HIM
261
Hillsdale Investment Management
Ontario, Canada
-$3.96M -21,946 Closed
ACA
262
Apis Capital Advisors
New York
-$3.61M -20,000 Closed
State of New Jersey Common Pension Fund D
263
State of New Jersey Common Pension Fund D
New Jersey
-$2.5M -13,820 Closed
Stifel Financial
264
Stifel Financial
Missouri
-$2.27M -12,551 Closed
Qube Research & Technologies (QRT)
265
Qube Research & Technologies (QRT)
United Kingdom
-$1.46M -8,059 Closed
RFG
266
Range Financial Group
Oregon
-$1.4M -7,733 Closed
HF
267
HRT Financial
New York
-$1.18M -6,530 Closed
JC
268
JB Capital
Connecticut
-$1.08M -5,963 Closed
PAG
269
Private Advisor Group
New Jersey
-$1.06M -5,866 Closed
MSRPS
270
Maryland State Retirement & Pension System
Maryland
-$842K -4,666 Closed
Mitsubishi UFJ Trust & Banking
271
Mitsubishi UFJ Trust & Banking
Japan
-$753K -4,170 Closed
Los Angeles Capital Management
272
Los Angeles Capital Management
California
-$677K -3,750 Closed
HI
273
Human Investing
Oregon
-$610K -3,380 Closed
AIMCA
274
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$610K -3,378 Closed
MC
275
Matisse Capital
Oregon
-$505K -2,800 Closed