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Medifast

168 hedge funds and large institutions have $616M invested in Medifast in 2017 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 54 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $2.01M | Put options by funds: $1.24M

39% more capital invested

Capital invested by funds: $443M → $616M (+$173M)

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

4% more funds holding

Funds holding: 161168 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.57% less ownership

Funds ownership: 89.48%86.91% (-2.6%)

14% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 63

Holders
168
Holders Change
+7
Holders Change %
+4.35%
% of All Funds
4.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
54
Reduced
63
Closed
18
Calls
$2.01M
Puts
$1.24M
Net Calls
+$776K
Net Calls Change
+$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$4.41M -$1.86M -37,331 -33%
CAM
27
ClariVest Asset Management
California
$4.17M +$4.98K +100 +0.1%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$4.11M +$121K +2,435 +4%
Wellington Management Group
29
Wellington Management Group
Massachusetts
$3.75M +$610K +12,266 +24%
MAM
30
Martingale Asset Management
Massachusetts
$3.58M -$9.95K -200 -0.3%
Wells Fargo
31
Wells Fargo
California
$3.58M +$83.8K +1,685 +3%
Deutsche Bank
32
Deutsche Bank
Germany
$3.44M +$152K +3,063 +6%
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$3.41M +$232K +4,656 +9%
CCM
34
Chickasaw Capital Management
Tennessee
$3.27M
Russell Investments Group
35
Russell Investments Group
United Kingdom
$3.27M +$159K +3,191 +6%
Goldman Sachs
36
Goldman Sachs
New York
$3.27M -$1.72M -34,548 -39%
Federated Hermes
37
Federated Hermes
Pennsylvania
$3.22M -$879K -17,658 -25%
BIM
38
Bogle Investment Management
Massachusetts
$3.14M +$2.63M +52,923 New
LSV Asset Management
39
LSV Asset Management
Illinois
$3M -$2.06M -41,400 -45%
EI
40
EAM Investors
California
$2.75M +$2.31M +46,334 New
Bank of America
41
Bank of America
North Carolina
$2.74M -$109K -2,198 -5%
Charles Schwab
42
Charles Schwab
California
$2.69M +$113K +2,262 +5%
PPA
43
Parametric Portfolio Associates
Washington
$2.51M -$70.1K -1,409 -3%
QI
44
QS Investors
New York
$2.47M -$38.5K -773 -2%
AQR Capital Management
45
AQR Capital Management
Connecticut
$2.42M -$2.81M -56,378 -58%
GCP
46
GSA Capital Partners
United Kingdom
$2.34M -$85.9K -1,726 -4%
RHJA
47
Rice Hall James & Associates
California
$2.31M -$56.6K -1,137 -3%
AG
48
Aperio Group
California
$2.2M +$520K +10,449 +39%
Two Sigma Investments
49
Two Sigma Investments
New York
$1.97M +$1.65M +33,157 New
Two Sigma Advisers
50
Two Sigma Advisers
New York
$1.93M +$451K +9,068 +39%