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Medifast

258 hedge funds and large institutions have $1.69B invested in Medifast in 2018 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 85 increasing their positions, 85 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 23

69% more capital invested

Capital invested by funds: $1,000M → $1.69B (+$691M)

29% more call options, than puts

Call options by funds: $25.7M | Put options by funds: $20M

15% more funds holding

Funds holding: 225258 (+33)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 85

1.18% less ownership

Funds ownership: 88.85%87.68% (-1.2%)

Holders
258
Holders Change
+33
Holders Change %
+14.67%
% of All Funds
5.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
58
Increased
85
Reduced
85
Closed
23
Calls
$25.7M
Puts
$20M
Net Calls
+$5.73M
Net Calls Change
+$4.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
26
Allianz Asset Management
Germany
$13.8M +$4.5M +35,168 +69%
BIM
27
Bogle Investment Management
Massachusetts
$12.8M +$2.48M +19,376 +32%
Ameriprise
28
Ameriprise
Minnesota
$12.1M +$418K +3,272 +5%
Jacobs Levy Equity Management
29
Jacobs Levy Equity Management
New Jersey
$11.9M -$1.49M -11,651 -14%
Federated Hermes
30
Federated Hermes
Pennsylvania
$11.7M +$832K +6,504 +10%
Wells Fargo
31
Wells Fargo
California
$10.6M +$1.59M +12,471 +23%
ISL
32
Ingalls & Snyder LLC
New York
$10.3M -$384K -3,000 -4%
Wellington Management Group
33
Wellington Management Group
Massachusetts
$9.52M -$1.5M -11,771 -17%
Morgan Stanley
34
Morgan Stanley
New York
$9.22M -$8.95M -69,976 -55%
IECM
35
Intrinsic Edge Capital Management
Illinois
$9.22M +$7.36M +57,578 New
Charles Schwab
36
Charles Schwab
California
$9.09M +$669K +5,234 +10%
PPA
37
Parametric Portfolio Associates
Washington
$8.93M +$13.4K +105 +0.2%
AQR Capital Management
38
AQR Capital Management
Connecticut
$8.81M +$5.02M +39,269 +249%
MSE
39
MUFG Securities EMEA
United Kingdom
$8.41M +$6.71M +52,500 New
CAM
40
ClariVest Asset Management
California
$7.95M -$2.32M -18,109 -27%
RHJA
41
Rice Hall James & Associates
California
$7.6M -$855K -6,686 -12%
JP Morgan Chase
42
JP Morgan Chase
New York
$7.25M -$10.8M -84,488 -65%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$7.04M -$1.52M -11,890 -21%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$7M -$2.03M -15,900 -27%
OCM
45
Osterweis Capital Management
California
$6.83M +$2.95M +23,090 +118%
AG
46
Aperio Group
California
$6.73M -$192K -1,503 -3%
QI
47
QS Investors
New York
$6.27M +$295K +2,305 +6%
GLA
48
Great Lakes Advisors
Illinois
$6.26M +$66.2K +518 +1%
CM
49
Castleark Management
Illinois
$6.21M -$3.35M -26,175 -40%
CCM
50
Chickasaw Capital Management
Tennessee
$6.11M -$275K -2,150 -5%

MED Hedge Fund Activity: Q2 2018 in Review

258 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Medifast (MED) for Q2 2018, worth a combined $1.69B — up 69% from $1,000M a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new MED positions and 23 closed out — a net gain of 35 holders — while 85 added to existing stakes and 85 trimmed.

The largest buyer was Vanguard Group, adding an estimated $20.2M. The largest seller was Millennium Management, cutting an estimated $33.7M.

  • 258 institutional investors held Medifast (MED) as of Q2 2018, up from 225 in Q1 2018.
  • Funds reported $1.69B of Medifast stock for Q2 2018, up 69% quarter-over-quarter.
  • 58 funds opened new Medifast positions in Q2 2018 and 23 closed out, a net change of +35 holders.
  • The largest Medifast buyer in Q2 2018 was Vanguard Group, an estimated $20.2M added.
  • The largest Medifast seller in Q2 2018 was Millennium Management, an estimated $33.7M sold.

Based on aggregated 13F filings for Q2 2018.