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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
SWRP
276
Summit Wealth & Retirement Planning
California
-$404K -2,238 Closed
SCA
277
Snowden Capital Advisors
New York
-$364K -2,022 Closed
RC
278
RBF Capital
California
-$342K -2,000 Closed
Marshall Wace
279
Marshall Wace
United Kingdom
-$331K -1,832 Closed
Teacher Retirement System of Texas
280
Teacher Retirement System of Texas
Texas
-$325K -1,801 Closed
ECM
281
Everence Capital Management
Indiana
-$321K -1,780 Closed
AIM
282
Aigen Investment Management
New York
-$310K -1,716 Closed
PA
283
Procyon Advisors
Connecticut
-$302K -1,675 Closed
MHI
284
Miller Howard Investments
New York
-$294K -1,626 Closed
ProShare Advisors
285
ProShare Advisors
Maryland
-$290K -1,607 Closed
CS
286
Cannell & Spears
New York
-$284K -1,571 Closed
CWA
287
Carolina Wealth Advisors
South Carolina
-$272K -1,508 Closed
SC
288
Scotia Capital
Ontario, Canada
-$266K -1,473 Closed
AAS
289
Avantax Advisory Services
Texas
-$261K -1,445 Closed
GC
290
Guggenheim Capital
Illinois
-$257K -1,423 Closed
SO
291
STRS Ohio
Ohio
-$252K -1,400 Closed
SCA
292
Spearhead Capital Advisors
Florida
-$241K -1,336 Closed
IFS
293
Ifrah Financial Services
Arkansas
-$232K -1,283 Closed
Verition Fund Management
294
Verition Fund Management
Connecticut
-$228K -1,264 Closed
RIM
295
Redwood Investment Management
Arizona
-$226K -1,252 Closed
Mackenzie Financial
296
Mackenzie Financial
Ontario, Canada
-$216K -1,198 Closed
VCP
297
Verus Capital Partners
Arizona
-$216K -1,177 Closed
ONB
298
Old National Bancorp
Indiana
-$206K -1,142 Closed
PHK
299
Point72 Hong Kong
Hong Kong
-$202K -1,117 Closed
GC
300
Globeflex Capital
California
-$165K -914 Closed