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Medifast

225 hedge funds and large institutions have $1,000M invested in Medifast in 2018 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 66 increasing their positions, 75 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 23

36% more capital invested

Capital invested by funds: $736M → $1,000M (+$264M)

22% more call options, than puts

Call options by funds: $6.71M | Put options by funds: $5.52M

12% more funds holding

Funds holding: 201225 (+24)

0.49% more ownership

Funds ownership: 88.36%88.85% (+0.49%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

12% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 75

Holders
225
Holders Change
+24
Holders Change %
+11.94%
% of All Funds
5.16%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
49
Increased
66
Reduced
75
Closed
23
Calls
$6.71M
Puts
$5.52M
Net Calls
+$1.19M
Net Calls Change
-$477K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$7.9M +$190K +2,544 +3%
Russell Investments Group
27
Russell Investments Group
United Kingdom
$7.22M -$107K -1,437 -2%
DCM
28
Driehaus Capital Management
Illinois
$7.18M +$2.21M +29,632 +63%
Ameriprise
29
Ameriprise
Minnesota
$6.75M -$686K -9,176 -11%
Wellington Management Group
30
Wellington Management Group
Massachusetts
$6.66M +$2.84K +38 +0.1%
Two Sigma Investments
31
Two Sigma Investments
New York
$6.62M +$3.26M +43,618 +160%
CAM
32
ClariVest Asset Management
California
$6.33M +$67.2K +900 +1%
ISL
33
Ingalls & Snyder LLC
New York
$6.31M -$33.3K -445 -0.7%
Federated Hermes
34
Federated Hermes
Pennsylvania
$6.23M +$923K +12,349 +23%
TA
35
Teachers Advisors
New York
$6.12M +$2.17M +29,077 +80%
CM
36
Castleark Management
Illinois
$6.07M +$4.85M +64,926 New
BIM
37
Bogle Investment Management
Massachusetts
$5.66M -$1.31M -17,566 -22%
Two Sigma Advisers
38
Two Sigma Advisers
New York
$5.57M +$2.26M +30,300 +104%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$5.22M -$857K -11,463 -17%
PPA
40
Parametric Portfolio Associates
Washington
$5.2M +$38.3K +512 +0.9%
RHJA
41
Rice Hall James & Associates
California
$5.06M +$1.15M +15,383 +40%
Wells Fargo
42
Wells Fargo
California
$5.04M -$1.31M -17,597 -25%
SCA
43
Secor Capital Advisors
New York
$4.95M -$982K -13,147 -20%
Charles Schwab
44
Charles Schwab
California
$4.82M +$361K +4,830 +10%
Allianz Asset Management
45
Allianz Asset Management
Germany
$4.79M +$2.62M +35,124 +218%
GC
46
Guggenheim Capital
Illinois
$4.3M +$1.13M +15,164 +49%
AG
47
Aperio Group
California
$4.07M -$407K -5,451 -11%
MAM
48
Martingale Asset Management
Massachusetts
$4.04M -$560K -7,501 -15%
EI
49
EAM Investors
California
$3.81M -$818K -10,945 -21%
CCM
50
Chickasaw Capital Management
Tennessee
$3.77M -$22.4K -300 -0.7%

MED Hedge Fund Activity: Q1 2018 in Review

225 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Medifast (MED) for Q1 2018, worth a combined $1,000M — up 36% from $736M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new MED positions and 23 closed out — a net gain of 26 holders — while 66 added to existing stakes and 75 trimmed.

The largest buyer was Marshall Wace North America, adding an estimated $8.85M. The largest seller was Engaged Capital, exiting entirely with an estimated $18.5M sold.

  • 225 institutional investors held Medifast (MED) as of Q1 2018, up from 201 in Q4 2017.
  • Funds reported $1,000M of Medifast stock for Q1 2018, up 36% quarter-over-quarter.
  • 49 funds opened new Medifast positions in Q1 2018 and 23 closed out, a net change of +26 holders.
  • The largest Medifast buyer in Q1 2018 was Marshall Wace North America, an estimated $8.85M added.
  • The largest Medifast seller in Q1 2018 was Engaged Capital, an estimated $18.5M sold.

Based on aggregated 13F filings for Q1 2018.