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Medifast

128 hedge funds and large institutions have $311M invested in Medifast in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 48 increasing their positions, 48 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

303% more call options, than puts

Call options by funds: $4.27M | Put options by funds: $1.06M

0.86% more ownership

Funds ownership: 84.71%85.56% (+0.86%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 48

1% less capital invested

Capital invested by funds: $315M → $311M (-$4.21M)

9% less funds holding

Funds holding: 140128 (-12)

48% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 23

Holders
128
Holders Change
-12
Holders Change %
-8.57%
% of All Funds
3.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
48
Reduced
48
Closed
23
Calls
$4.27M
Puts
$1.06M
Net Calls
+$3.21M
Net Calls Change
+$1.43M
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
26
American Century Companies
Missouri
$3.42M -$1.03M -40,331 -24%
JIC
27
Johnson Investment Counsel
Ohio
$2.98M +$1.81M +70,500 +162%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$2.76M +$1.2M +46,800 +78%
PAMP
29
Polar Asset Management Partners
Ontario, Canada
$2.63M -$1.95M -76,000 -43%
Ameriprise
30
Ameriprise
Minnesota
$2.63M -$630K -24,586 -20%
DM
31
Diker Management
New York
$2.36M +$231K +9,000 +11%
BNP Paribas Asset Management
32
BNP Paribas Asset Management
France
$2.28M +$2.24M +87,347 New
PRCP
33
Pacific Ridge Capital Partners
Oregon
$2.2M +$2.16M +84,280 New
SCM
34
Snow Capital Management
Pennsylvania
$2.05M +$544K +21,220 +37%
RHJA
35
Rice Hall James & Associates
California
$1.98M +$1.22M +47,731 +169%
Principal Financial Group
36
Principal Financial Group
Iowa
$1.95M +$122K +4,762 +7%
ISL
37
Ingalls & Snyder LLC
New York
$1.78M +$370K +14,423 +27%
CCM
38
Chickasaw Capital Management
Tennessee
$1.71M -$51.2K -2,000 -3%
NSIM
39
North Star Investment Management
Illinois
$1.66M +$1.07M +41,600 +191%
Geode Capital Management
40
Geode Capital Management
Massachusetts
$1.56M -$441K -17,220 -22%
Morgan Stanley
41
Morgan Stanley
New York
$1.5M +$288K +11,257 +24%
QI
42
Quotient Investors
New York
$1.4M -$126K -4,900 -8%
Goldman Sachs
43
Goldman Sachs
New York
$1.34M +$113K +4,405 +9%
Invesco
44
Invesco
Georgia
$1.27M +$415K +16,205 +50%
PAM
45
Panagora Asset Management
Massachusetts
$1.25M +$461K +17,985 +60%
Wells Fargo
46
Wells Fargo
California
$1.22M +$1.17M +45,748 +4,159%
SCP
47
Seizert Capital Partners
Michigan
$1.18M +$1.16M +45,150 New
BIM
48
BlackRock Investment Management
Delaware
$1.18M -$27.3K -1,066 -2%
CEI
49
Clark Estates Inc
New York
$1.18M
Federated Hermes
50
Federated Hermes
Pennsylvania
$1.17M -$29.6K -1,154 -3%