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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
CAPTRUST Financial Advisors
301
CAPTRUST Financial Advisors
North Carolina
-$138K -757 Closed
PCM
302
Penserra Capital Management
California
-$18K -104 Closed
SWM
303
Spire Wealth Management
Virginia
-$19K -104 Closed
FDCDDQ
304
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$18.1K -100 Closed
PFGIA
305
Patriot Financial Group Insurance Agency
Massachusetts
-$8K -42 Closed
GWSG
306
GPS Wealth Strategies Group
Colorado
-$7K -40 Closed
RAM
307
Riggs Asset Management
Pennsylvania
-$6K -36 Closed
MCM
308
Manchester Capital Management
Vermont
-$4.3K -30 -91%
CWM
309
Curi Wealth Management
North Carolina
-$5K -27 Closed
LWANC
310
Laurel Wealth Advisors (North Carolina)
North Carolina
-$1K -8 Closed
Northwestern Mutual Wealth Management
311
Northwestern Mutual Wealth Management
Wisconsin
-$1K -6 Closed
GWS
312
Glassman Wealth Services
Virginia
-$716 -5 -83%
SC
313
Schubert & Co
Texas
-$716 -5 -71%
JWA
314
JFS Wealth Advisors
Pennsylvania
-$573 -4 -67%
CA
315
CoreCap Advisors
Michigan
-$1K -3 Closed
AF
316
Allworth Financial
California
-$143 -1 -33%
Man Group
317
Man Group
United Kingdom
-$407K
SIC
318
SJS Investment Consulting
Ohio
+$143 +1 New
ODG
319
O'Dell Group
Ohio
+$573 +4 New