We are live on ! Find out more
MED icon

Medifast

223 hedge funds and large institutions have $724M invested in Medifast in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 72 increasing their positions, 84 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.61% less ownership

Funds ownership: 88.79%87.19% (-1.6%)

6% less funds holding

Funds holding: 236223 (-13)

14% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 84

19% less capital invested

Capital invested by funds: $892M → $724M (-$168M)

31% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 42

77% less call options, than puts

Call options by funds: $8.82M | Put options by funds: $39.1M

Holders
223
Holders Change
-13
Holders Change %
-5.51%
% of All Funds
3.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
72
Reduced
84
Closed
42
Calls
$8.82M
Puts
$39.1M
Net Calls
-$30.2M
Net Calls Change
-$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
26
American Century Companies
Missouri
$4.85M +$4.4M +49,605 +327%
Principal Financial Group
27
Principal Financial Group
Iowa
$4.8M -$149K -1,685 -3%
SSCM
28
Summit Street Capital Management
New York
$4.43M
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$3.81M -$2.55M -28,792 -36%
Nordea Investment Management
30
Nordea Investment Management
Sweden
$3.8M -$38.5K -434 -0.9%
AAM
31
Advisors Asset Management
Colorado
$3.56M +$349K +3,931 +9%
SFM
32
Systematic Financial Management
New Jersey
$3.41M -$119K -1,336 -3%
MVP
33
Miller Value Partners
Florida
$3.15M -$240K -2,700 -6%
Macquarie Group
34
Macquarie Group
Australia
$3.09M +$736K +8,292 +25%
Jane Street
35
Jane Street
New York
$3.05M +$1.92M +21,659 +113%
CSS
36
Cubist Systematic Strategies
Connecticut
$2.99M -$5.88M -66,292 -62%
Deutsche Bank
37
Deutsche Bank
Germany
$2.98M +$60.9K +686 +2%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$2.92M -$114K -1,289 -3%
AllianceBernstein
39
AllianceBernstein
Tennessee
$2.74M +$2.01M +22,660 +162%
Robeco Institutional Asset Management
40
Robeco Institutional Asset Management
Netherlands
$2.61M +$1.09M +12,230 +54%
ISL
41
Ingalls & Snyder LLC
New York
$2.43M -$19.5K -220 -0.7%
Legal & General Group
42
Legal & General Group
United Kingdom
$2.42M +$53.7K +605 +2%
CCM
43
Chickasaw Capital Management
Tennessee
$2.01M -$31.1K -350 -1%
EGM
44
Engineers Gate Manager
New York
$1.84M -$1.29M -14,509 -37%
Swiss National Bank
45
Swiss National Bank
Switzerland
$1.79M +$26.6K +300 +1%
VI
46
Vestcor Inc
New Brunswick, Canada
$1.7M -$497K -5,598 -20%
BA
47
Bridgewater Associates
Connecticut
$1.64M +$90.2K +1,017 +5%
Goldman Sachs
48
Goldman Sachs
New York
$1.64M -$1.3M -14,603 -40%
VFA
49
Values First Advisors
Tennessee
$1.6M +$1.9M +21,430 New
VFO
50
Virtus Family Office
Texas
$1.46M +$391K +4,408 +30%

MED Hedge Fund Activity: Q3 2023 in Review

223 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Medifast (MED) for Q3 2023, worth a combined $724M — down 19% from $892M a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of MED and 29 opened new positions — a net loss of 13 holders — while 84 trimmed existing stakes and 72 added.

The largest buyer was Pacer Advisors, adding an estimated $7.01M. The largest seller was Man Group, exiting entirely with an estimated $13.3M sold.

  • 223 institutional investors held Medifast (MED) as of Q3 2023, down from 236 in Q2 2023.
  • Funds reported $724M of Medifast stock for Q3 2023, down 19% quarter-over-quarter.
  • 29 funds opened new Medifast positions in Q3 2023 and 42 closed out, a net change of -13 holders.
  • The largest Medifast buyer in Q3 2023 was Pacer Advisors, an estimated $7.01M added.
  • The largest Medifast seller in Q3 2023 was Man Group, an estimated $13.3M sold.

Based on aggregated 13F filings for Q3 2023.