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Medifast

297 hedge funds and large institutions have $2.05B invested in Medifast in 2021 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 89 increasing their positions, 113 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

6% more capital invested

Capital invested by funds: $1.93B → $2.05B (+$124M)

2% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 44

0% more funds holding

Funds holding: 296297 (+1)

0.9% less ownership

Funds ownership: 85.24%84.34% (-0.9%)

21% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 113

42% less call options, than puts

Call options by funds: $14.1M | Put options by funds: $24.4M

Holders
297
Holders Change
+1
Holders Change %
+0.34%
% of All Funds
4.57%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.08%
New
45
Increased
89
Reduced
113
Closed
44
Calls
$14.1M
Puts
$24.4M
Net Calls
-$10.3M
Net Calls Change
-$5.01M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
276
Burleson & Co
California
$4K
Carson Wealth (CWM LLC)
277
Carson Wealth (CWM LLC)
Nebraska
$4K +$3.93K +19 New
FHA
278
First Horizon Advisors
Tennessee
$3K
TFO
279
Tarbox Family Office
California
$3K
DCM
280
Davidson Capital Management
Texas
$3K +$2.89K +14 New
RK
281
Rather & Kittrell
Tennessee
$3K +$3.1K +15 New
RI
282
Rinkey Investments
California
$3K +$3.1K +15 New
SFPG
283
Stonebridge Financial Planning Group
Florida
$3K +$3.1K +15 New
ST
284
Sageworth Trust
Pennsylvania
$2K -$6.41K -31 -78%
MCM
285
Manchester Capital Management
Vermont
$2K -$827 -4 -29%
LWANC
286
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K
QCG
287
Quadrant Capital Group
Ohio
$2K
VRS
288
Virginia Retirement Systems
Virginia
$1.91K -$289K -1,400 -13%
GEA
289
Glen Eagle Advisors
New Jersey
$1.89K
Manulife (Manufacturers Life Insurance)
290
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.22K -$24.2K -117 -2%
FPS
291
Fieldpoint Private Securities
Connecticut
$1K
IA
292
IFP Advisors
Florida
$1K
S
293
SignatureFD
Georgia
$1K
SC
294
Schubert & Co
Texas
$1K +$620 +3 New
KFS
295
Kelly Financial Services
Massachusetts
$426
CCM
296
Candlestick Capital Management
Connecticut
-$21M -109,220 Closed
TD Asset Management
297
TD Asset Management
Ontario, Canada
-$9.2M -47,756 Closed
EIP
298
Epoch Investment Partners
New York
-$8.97M -46,556 Closed
KCM
299
Khrom Capital Management
Florida
-$2.97M -15,417 Closed
Schroder Investment Management Group
300
Schroder Investment Management Group
United Kingdom
-$2.59M -13,468 Closed