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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
GCP
276
GSA Capital Partners
United Kingdom
-$555K -4,808 Closed
Boston Partners
277
Boston Partners
Massachusetts
-$537K -4,655 Closed
YIH
278
Y-Intercept (HK)
Hong Kong
-$468K -4,060 Closed
WHG
279
Westwood Holdings Group
Texas
-$438K -3,800 Closed
Truist Financial
280
Truist Financial
North Carolina
-$427K -3,698 Closed
JMPWA
281
JP Morgan Private Wealth Advisors
California
-$399K -3,463 Closed
HSBC Holdings
282
HSBC Holdings
United Kingdom
-$385K -3,379 Closed
TSS
283
Two Sigma Securities
New York
-$345K -3,114 Closed
State Board of Administration of Florida Retirement System
284
State Board of Administration of Florida Retirement System
Florida
-$316K -2,743 Closed
PFO
285
Pathstone Family Office
New Jersey
-$221K -2,627 Closed
Creative Planning
286
Creative Planning
Kansas
-$268K -2,322 Closed
CAN
287
Cetera Advisor Networks
California
-$250K -2,163 Closed
AWM
288
AE Wealth Management
Kansas
-$244K -2,116 Closed
E
289
Ergoteles
New York
-$236K -2,045 Closed
VF
290
Virtu Financial
New York
-$228K -1,976 Closed
IWS
291
Insight Wealth Strategies
California
-$215K -1,867 Closed
ACM
292
Acrisure Capital Management
Texas
-$209K -1,816 Closed
ECM
293
Everence Capital Management
Indiana
-$205 -1,780 Closed
EH
294
Equitable Holdings
New York
-$202K -1,753 Closed
Walleye Trading
295
Walleye Trading
New York
-$167K -1,451 Closed
Walleye Capital
296
Walleye Capital
New York
-$119K -1,071 Closed
Rockefeller Capital Management
297
Rockefeller Capital Management
New York
-$83K -722 Closed
Balyasny Asset Management
298
Balyasny Asset Management
Illinois
-$42.6K -369 Closed
JEST
299
JTC Employer Solutions Trustee
Jersey
-$32K -275 Closed
SWA
300
Sutton Wealth Advisors
Florida
-$31.3K -271 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.