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Medifast
MED

216 hedge funds and large institutions have $717M invested in Medifast in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 75 increasing their positions, 73 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

10.27% more ownership

Funds ownership: 87.19% → 97.46% (+10%)

3% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 73

1% less capital invested

Capital invested by funds: $724M → $717M (-$6.96M)

3% less funds holding

Funds holding: 223 → 216 (-7)

15% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 39

47% less call options, than puts

Call options by funds: $10.7M | Put options by funds: $20.2M

Holders
216
Holders Change
-7
Holders Change %
-3.14%
% of All Funds
3.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
75
Reduced
73
Closed
39
Calls
$10.7M
Puts
$20.2M
Net Calls
-$9.55M
Net Calls Change
+$20.7M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$22.1M
2
Man Group
Man Group
United Kingdom
+$15.2M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
+$14.1M
4
First Trust Advisors
First Trust Advisors
Illinois
+$11.1M
5
BlackRock
BlackRock
New York
+$8.81M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$7.88M
2
JP Morgan Chase
JP Morgan Chase
New York
-$5.63M
3
CSS
Cubist Systematic Strategies
Connecticut
-$2.99M
4
SSCM
Summit Street Capital Management
New York
-$2.07M
5
N
Nuveen
North Carolina
-$2.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$4.38M +$74.3K +1,066 +2%
N
27
Nuveen
North Carolina
$3.55M -$2.05M -29,446 -36%
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$3.44M +$27.1K +389 +0.8%
Nordea Investment Management
29
Nordea Investment Management
Sweden
$3.2M -$130K -1,873 -4%
Arrowstreet Capital
30
Arrowstreet Capital
Massachusetts
$3.19M +$3.3M +47,387 New
AAM
31
Advisors Asset Management
Colorado
$3.18M -$12.6K -181 -0.4%
Robeco Institutional Asset Management
32
Robeco Institutional Asset Management
Netherlands
$3.06M +$742K +10,646 +31%
AllianceBernstein
33
AllianceBernstein
Tennessee
$3.03M +$587K +8,420 +23%
Deutsche Bank
34
Deutsche Bank
Germany
$3.01M +$354K +5,077 +13%
Millennium Management
35
Millennium Management
New York
$2.87M -$7.88M -113,070 -73%
Macquarie Group
36
Macquarie Group
Australia
$2.83M +$56.2K +807 +2%
MVP
37
Miller Value Partners
Florida
$2.83M – – –
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$2.66M +$45.2K +649 +2%
Goldman Sachs
39
Goldman Sachs
New York
$2.53M +$1.09M +15,713 +72%
Voloridge Investment Management
40
Voloridge Investment Management
Florida
$2.5M -$1.95M -27,966 -43%
Legal & General Group
41
Legal & General Group
United Kingdom
$2.17M -$4.74K -68 -0.2%
PI
42
PEAK6 Investments
Illinois
$2.14M +$1.07M +15,422 +94%
SSCM
43
Summit Street Capital Management
New York
$1.98M -$2.07M -29,645 -50%
SFM
44
Systematic Financial Management
New Jersey
$1.73M -$1.38M -19,771 -43%
ISL
45
Ingalls & Snyder LLC
New York
$1.72M -$485K -6,966 -21%
VFO
46
Virtus Family Office
Texas
$1.7M +$428K +6,138 +32%
Jane Street
47
Jane Street
New York
$1.56M -$1.22M -17,529 -43%
VI
48
Vestcor Inc
New Brunswick, Canada
$1.55M +$23.3K +335 +1%
Public Sector Pension Investment Board (PSP Investments)
49
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.52M +$637K +9,148 +68%
DA
50
Denali Advisors
California
$1.47M +$1.52M +21,813 New
1
2
3 4 5

MED Hedge Fund Activity: Q4 2023 in Review

216 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Medifast (MED) for Q4 2023, worth a combined $717M — down 0.96% from $724M a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of MED and 33 opened new positions — a net loss of 6 holders — while 73 trimmed existing stakes and 75 added.

The largest buyer was Morgan Stanley, adding an estimated $22.1M. The largest seller was Millennium Management, cutting an estimated $7.88M.

  • 216 institutional investors held Medifast (MED) as of Q4 2023, down from 223 in Q3 2023.
  • Funds reported $717M of Medifast stock for Q4 2023, down 0.96% quarter-over-quarter.
  • 33 funds opened new Medifast positions in Q4 2023 and 39 closed out, a net change of -6 holders.
  • The largest Medifast buyer in Q4 2023 was Morgan Stanley, an estimated $22.1M added.
  • The largest Medifast seller in Q4 2023 was Millennium Management, an estimated $7.88M sold.

Based on aggregated 13F filings for Q4 2023.