We are live on ! Find out more
MED icon

Medifast

267 hedge funds and large institutions have $1.06B invested in Medifast in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 107 increasing their positions, 80 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 80

7.76% more ownership

Funds ownership: 86.02%93.78% (+7.8%)

1% more capital invested

Capital invested by funds: $1.05B → $1.06B (+$15.1M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 279267 (-12)

15% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 47

45% less call options, than puts

Call options by funds: $9.77M | Put options by funds: $17.8M

Holders
267
Holders Change
-12
Holders Change %
-4.3%
% of All Funds
4.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
40
Increased
107
Reduced
80
Closed
47
Calls
$9.77M
Puts
$17.8M
Net Calls
-$8.06M
Net Calls Change
-$6.94M
Name Holding Trade Value Shares
Change
Change in
Stake
GEA
251
Glen Eagle Advisors
New Jersey
$981
GRP
252
Global Retirement Partners
California
$937 -$1.44K -13 -54%
AF
253
Allworth Financial
California
$934
ST
254
Sageworth Trust
Pennsylvania
$933
FMII
255
Farmers & Merchants Investments Inc
Nebraska
$829
FHA
256
First Horizon Advisors
Tennessee
$726
Commonwealth Equity Services
257
Commonwealth Equity Services
Massachusetts
$650 +$61.5K +555 +10%
ASN
258
Advisory Services Network
Georgia
$518 +$332 +3 +150%
BIA
259
Bell Investment Advisors
California
$415 -$1.88K -17 -81%
GWS
260
Glassman Wealth Services
Virginia
$415 +$443 +4 New
JWA
261
JFS Wealth Advisors
Pennsylvania
$312 -$222 -2 -40%
KFS
262
Kelly Financial Services
Massachusetts
$224
SC
263
Schubert & Co
Texas
$208 -$332 -3 -60%
DI
264
Disciplined Investments
Oklahoma
$207
BAAM
265
Baker Avenue Asset Management
California
$207 +$222 +2 New
TC
266
TwinBeech Capital
New York
-$3.77M -32,720 Closed
CNAM
267
Campbell Newman Asset Management
Wisconsin
-$1.7M -14,760 Closed
Los Angeles Capital Management
268
Los Angeles Capital Management
California
-$1.27M -11,016 Closed
CM
269
Capula Management
Cayman Islands
-$1.03M -8,950 Closed
TI
270
Trexquant Investment
Connecticut
-$956K -8,288 Closed
DTL
271
Dynamic Technology Lab
Singapore
-$947K -8,210 Closed
Bank of Montreal
272
Bank of Montreal
Ontario, Canada
-$911K -7,763 Closed
RWA
273
Redhawk Wealth Advisors
Minnesota
-$893K -7,743 Closed
Squarepoint
274
Squarepoint
New York
-$811K -7,034 Closed
BC
275
Burney Company
Virginia
-$779K -6,756 Closed

MED Hedge Fund Activity: Q1 2023 in Review

267 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Medifast (MED) for Q1 2023, worth a combined $1.06B — up 1.4% from $1.05B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of MED and 40 opened new positions — a net loss of 7 holders — while 80 trimmed existing stakes and 107 added.

The largest buyer was Millennium Management, adding an estimated $40.4M. The largest seller was Rice Hall James & Associates, cutting an estimated $17.2M.

  • 267 institutional investors held Medifast (MED) as of Q1 2023, down from 279 in Q4 2022.
  • Funds reported $1.06B of Medifast stock for Q1 2023, up 1.4% quarter-over-quarter.
  • 40 funds opened new Medifast positions in Q1 2023 and 47 closed out, a net change of -7 holders.
  • The largest Medifast buyer in Q1 2023 was Millennium Management, an estimated $40.4M added.
  • The largest Medifast seller in Q1 2023 was Rice Hall James & Associates, an estimated $17.2M sold.

Based on aggregated 13F filings for Q1 2023.