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Medifast

236 hedge funds and large institutions have $892M invested in Medifast in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 88 increasing their positions, 80 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 80

4.99% less ownership

Funds ownership: 93.78%88.79% (-5%)

12% less funds holding

Funds holding: 267236 (-31)

16% less capital invested

Capital invested by funds: $1.06B → $892M (-$169M)

50% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 62

64% less call options, than puts

Call options by funds: $10.9M | Put options by funds: $30.3M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
236
Holders Change
-31
Holders Change %
-11.61%
% of All Funds
3.71%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
31
Increased
88
Reduced
80
Closed
62
Calls
$10.9M
Puts
$30.3M
Net Calls
-$19.3M
Net Calls Change
-$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Amundi
276
Amundi
France
-$182K -1,884 Closed
NVCHI
277
New Vernon Capital Holdings II
New Jersey
-$124K -1,193 Closed
PMEF
278
Point72 Middle East FZE
United Arab Emirates
-$102K -985 Closed
MWC
279
MBM Wealth Consultants
Missouri
-$45K -494 Closed
BAM
280
Belpointe Asset Management
Nevada
-$47.9K -462 Closed
LSA
281
Leonteq Securities AG
Switzerland
-$31.1K -300 Closed
AssetMark Inc
282
AssetMark Inc
California
-$28.5K -275 Closed
Baillie Gifford & Co
283
Baillie Gifford & Co
United Kingdom
-$16K -154 Closed
AAP
284
Arax Advisory Partners
Colorado
-$5.29K -51 Closed
TWA
285
TCI Wealth Advisors
Arizona
-$3.73K -36 Closed
KM
286
Kalos Management
Georgia
-$3.32K -32 Closed
FCA
287
Fortis Capital Advisors
Kansas
-$2.8K -27 Closed
AAS
288
Ameritas Advisory Services
Nebraska
-$2.27K -23 Closed
MFG
289
Mendota Financial Group
Wisconsin
-$3.42K -20 Closed
EI
290
Ellevest Inc
New York
-$1.76K -17 Closed
VFA
291
Values First Advisors
Tennessee
-$1.51K -15 Closed
STCOSD
292
Sageworth Trust Company of South Dakota
South Dakota
-$1.45K -14 Closed
ST
293
Sageworth Trust
Pennsylvania
-$933 -9 Closed
JIR
294
James Investment Research
Ohio
-$1K -6 Closed
ASN
295
Advisory Services Network
Georgia
-$518 -5 Closed
BIA
296
Bell Investment Advisors
California
-$415 -4 Closed
SC
297
Schubert & Co
Texas
-$208 -2 Closed