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Medifast

266 hedge funds and large institutions have $2.42B invested in Medifast in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 88 increasing their positions, 107 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more capital invested

Capital invested by funds: $1.69B → $2.42B (+$726M)

29% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 34

3.69% more ownership

Funds ownership: 87.68%91.36% (+3.7%)

3% more funds holding

Funds holding: 258266 (+8)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

18% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 107

39% less call options, than puts

Call options by funds: $39.4M | Put options by funds: $65.1M

Holders
266
Holders Change
+8
Holders Change %
+3.1%
% of All Funds
6.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
44
Increased
88
Reduced
107
Closed
34
Calls
$39.4M
Puts
$65.1M
Net Calls
-$25.7M
Net Calls Change
-$31.4M
Name Holding Trade Value Shares
Change
Change in
Stake
N
276
Nuveen
North Carolina
-$955K -5,960 Closed
EGI
277
EAM Global Investors
California
-$826K -5,158 Closed
Tudor Investment Corp
278
Tudor Investment Corp
Connecticut
-$697K -4,355 Closed
Group One Trading
279
Group One Trading
Illinois
-$660K -3,254 Closed
PCM
280
Piermont Capital Management
Missouri
-$477K -2,980 Closed
BLA
281
Balter Liquid Alternatives
Massachusetts
-$462K -2,900 Closed
JG
282
Jefferies Group
New York
-$447K -2,789 Closed
SCC
283
Spring Creek Capital
Kansas
-$378K -2,361 Closed
MC
284
Menta Capital
California
-$357K -2,226 Closed
CANY
285
Caxton Associates (New York)
New York
-$337K -2,104 Closed
PSUF
286
People's United Financial
Connecticut
-$334K -2,086 Closed
AB
287
Amalgamated Bank
New York
-$304K -1,895 Closed
EMG
288
Ellington Management Group
Connecticut
-$240K -1,500 Closed
NSIM
289
North Star Investment Management
Illinois
-$128K -800 Closed
MYIA
290
Mount Yale Investment Advisors
Colorado
-$106K -660 Closed
CF
291
Centaurus Financial
California
-$103K -646 Closed
Envestnet Asset Management
292
Envestnet Asset Management
Illinois
-$59K -369 Closed
IA
293
IFP Advisors
Florida
-$58K -365 Closed
TRCT
294
Tower Research Capital (TRC)
New York
-$19K -117 Closed
BFEC
295
Benjamin F. Edwards & Company
Missouri
-$3K -20 Closed
FIA
296
FNY Investment Advisers
New York
-$4.05K -20 Closed
CAG
297
Csenge Advisory Group
Florida
+$811 +4 New

MED Hedge Fund Activity: Q3 2018 in Review

266 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Medifast (MED) for Q3 2018, worth a combined $2.42B — up 43% from $1.69B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new MED positions and 34 closed out — a net gain of 10 holders — while 88 added to existing stakes and 107 trimmed.

The largest buyer was Vanguard Group, adding an estimated $61.1M. The largest seller was Teachers Advisors, cutting an estimated $16.6M.

  • 266 institutional investors held Medifast (MED) as of Q3 2018, up from 258 in Q2 2018.
  • Funds reported $2.42B of Medifast stock for Q3 2018, up 43% quarter-over-quarter.
  • 44 funds opened new Medifast positions in Q3 2018 and 34 closed out, a net change of +10 holders.
  • The largest Medifast buyer in Q3 2018 was Vanguard Group, an estimated $61.1M added.
  • The largest Medifast seller in Q3 2018 was Teachers Advisors, an estimated $16.6M sold.

Based on aggregated 13F filings for Q3 2018.