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Medifast

168 hedge funds and large institutions have $616M invested in Medifast in 2017 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 54 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $2.01M | Put options by funds: $1.24M

39% more capital invested

Capital invested by funds: $443M → $616M (+$173M)

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

4% more funds holding

Funds holding: 161168 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.57% less ownership

Funds ownership: 89.48%86.91% (-2.6%)

14% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 63

Holders
168
Holders Change
+7
Holders Change %
+4.35%
% of All Funds
4.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
54
Reduced
63
Closed
18
Calls
$2.01M
Puts
$1.24M
Net Calls
+$776K
Net Calls Change
+$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
51
Spark Investment Management
New York
$1.84M
TD Asset Management
52
TD Asset Management
Ontario, Canada
$1.84M +$19.9K +400 +1%
TA
53
Teachers Advisors
New York
$1.7M +$392K +7,882 +38%
CCM
54
Cadence Capital Management
Massachusetts
$1.68M +$67.9K +1,365 +5%
SFM
55
Systematic Financial Management
New Jersey
$1.63M -$513K -10,300 -27%
OSAM
56
O'Shaughnessy Asset Management
Connecticut
$1.62M +$413K +8,291 +44%
JIR
57
James Investment Research
Ohio
$1.56M -$6.97K -140 -0.5%
ACM
58
Ativo Capital Management
Illinois
$1.49M -$299K -6,001 -19%
Bessemer Group
59
Bessemer Group
New Jersey
$1.47M
Schroder Investment Management Group
60
Schroder Investment Management Group
United Kingdom
$1.43M -$1.72M -34,469 -59%
WCM
61
Wedge Capital Management
North Carolina
$1.38M -$353K -7,100 -23%
VRS
62
Virginia Retirement Systems
Virginia
$1.37M -$433K -8,700 -27%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$1.3M +$17.3K +347 +2%
FIM
64
Freedom Investment Management
Connecticut
$1.22M +$13.2K +265 +1%
KBC Group
65
KBC Group
Belgium
$1.2M -$44.9K -902 -4%
Prudential Financial
66
Prudential Financial
New Jersey
$1.16M -$60.2K -1,209 -6%
Legal & General Group
67
Legal & General Group
United Kingdom
$1.14M -$69.3K -1,392 -7%
Allianz Asset Management
68
Allianz Asset Management
Germany
$1.13M -$3.69M -74,230 -80%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$1.01M -$92.4K -1,856 -10%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$1M +$840K +16,879 +76,723%
JIM
71
Jupiter Investment Management
United Kingdom
$987K +$626K +12,588 +312%
Swiss National Bank
72
Swiss National Bank
Switzerland
$986K
Los Angeles Capital Management
73
Los Angeles Capital Management
California
$975K -$117K -2,357 -13%
Canada Life
74
Canada Life
Manitoba, Canada
$915K -$60.5K -1,215 -7%
Brown Advisory
75
Brown Advisory
Maryland
$896K