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Medifast

247 hedge funds and large institutions have $1.41B invested in Medifast in 2018 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 90 increasing their positions, 79 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 79

3.34% more ownership

Funds ownership: 91.36%94.7% (+3.3%)

7% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $11M

7% less funds holding

Funds holding: 266247 (-19)

27% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 66

42% less capital invested

Capital invested by funds: $2.42B → $1.41B (-$1B)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
247
Holders Change
-19
Holders Change %
-7.14%
% of All Funds
5.5%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
48
Increased
90
Reduced
79
Closed
66
Calls
$11.7M
Puts
$11M
Net Calls
+$725K
Net Calls Change
+$26.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Balyasny Asset Management
26
Balyasny Asset Management
Illinois
$11.3M +$9.11M +53,237 +142%
Norges Bank
27
Norges Bank
Norway
$10.2M +$3.18M +18,563 +30%
Man Group
28
Man Group
United Kingdom
$9.74M -$3.65M -21,339 -21%
Wellington Management Group
29
Wellington Management Group
Massachusetts
$9.43M +$6.58M +38,460 +104%
Charles Schwab
30
Charles Schwab
California
$9.31M +$1.67M +9,750 +15%
Bank of America
31
Bank of America
North Carolina
$8.95M +$8.19M +47,878 +202%
Jacobs Levy Equity Management
32
Jacobs Levy Equity Management
New Jersey
$8.91M +$614K +3,590 +5%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$8.86M -$2.14M -12,538 -15%
DCM
34
Driehaus Capital Management
Illinois
$8.32M -$6.35M -37,097 -36%
Invesco
35
Invesco
Georgia
$8.3M -$13.4M -78,585 -54%
Assenagon Asset Management
36
Assenagon Asset Management
Luxembourg
$8.06M +$11M +64,461 New
Federated Hermes
37
Federated Hermes
Pennsylvania
$7.52M +$621K +3,631 +6%
Citadel Advisors
38
Citadel Advisors
Florida
$7.22M +$4.39M +25,683 +80%
Deutsche Bank
39
Deutsche Bank
Germany
$7.17M -$2.94M -17,180 -23%
ISL
40
Ingalls & Snyder LLC
New York
$6.97M +$305K +1,783 +3%
Connor, Clark & Lunn Investment Management (CC&L)
41
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.64M +$827K +4,834 +10%
RHJA
42
Rice Hall James & Associates
California
$6.16M +$2.77M +16,173 +49%
Two Sigma Advisers
43
Two Sigma Advisers
New York
$6.16M +$444K +2,595 +6%
HI
44
HBK Investments
Texas
$5.85M +$2.34M +13,676 +41%
UBS Group
45
UBS Group
Switzerland
$5.84M +$7.24M +42,344 +973%
Robeco Institutional Asset Management
46
Robeco Institutional Asset Management
Netherlands
$5.59M +$1.24M +7,229 +19%
CAM
47
ClariVest Asset Management
California
$5.55M +$1.79M +10,457 +31%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$5.5M -$530K -3,100 -7%
JP Morgan Chase
49
JP Morgan Chase
New York
$5.42M +$1.88M +10,966 +34%
PPA
50
Parametric Portfolio Associates
Washington
$5.34M -$2.05M -12,005 -22%

MED Hedge Fund Activity: Q4 2018 in Review

247 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Medifast (MED) for Q4 2018, worth a combined $1.41B — down 42% from $2.42B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of MED and 48 opened new positions — a net loss of 18 holders — while 79 trimmed existing stakes and 90 added.

The largest buyer was Jupiter Investment Management, adding an estimated $27.1M. The largest seller was Winton Group, cutting an estimated $13.7M.

  • 247 institutional investors held Medifast (MED) as of Q4 2018, down from 266 in Q3 2018.
  • Funds reported $1.41B of Medifast stock for Q4 2018, down 42% quarter-over-quarter.
  • 48 funds opened new Medifast positions in Q4 2018 and 66 closed out, a net change of -18 holders.
  • The largest Medifast buyer in Q4 2018 was Jupiter Investment Management, an estimated $27.1M added.
  • The largest Medifast seller in Q4 2018 was Winton Group, an estimated $13.7M sold.

Based on aggregated 13F filings for Q4 2018.