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Medifast

266 hedge funds and large institutions have $2.42B invested in Medifast in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 88 increasing their positions, 107 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more capital invested

Capital invested by funds: $1.69B → $2.42B (+$726M)

29% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 34

3.69% more ownership

Funds ownership: 87.68%91.36% (+3.7%)

3% more funds holding

Funds holding: 258266 (+8)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

18% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 107

39% less call options, than puts

Call options by funds: $39.4M | Put options by funds: $65.1M

Holders
266
Holders Change
+8
Holders Change %
+3.1%
% of All Funds
6.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
44
Increased
88
Reduced
107
Closed
34
Calls
$39.4M
Puts
$65.1M
Net Calls
-$25.7M
Net Calls Change
-$31.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
51
Chickasaw Capital Management
Tennessee
$7.74M -$649K -3,200 -8%
CAM
52
ClariVest Asset Management
California
$7.52M -$3.18M -15,704 -32%
HI
53
HBK Investments
Texas
$7.33M +$6.71M +33,103 New
RHJA
54
Rice Hall James & Associates
California
$7.33M -$2.91M -14,371 -30%
JP Morgan Chase
55
JP Morgan Chase
New York
$7.17M -$2.61M -12,895 -28%
OCM
56
Osterweis Capital Management
California
$7.11M -$2.14M -10,535 -25%
Citadel Advisors
57
Citadel Advisors
Florida
$7.1M +$1.83M +9,015 +39%
AAMU
58
Amundi Asset Management US
Massachusetts
$7.06M -$659K -3,250 -9%
SG Americas Securities
59
SG Americas Securities
New York
$6.45M +$5.05M +24,920 +596%
AllianceBernstein
60
AllianceBernstein
Tennessee
$6.38M +$1.18M +5,840 +25%
Legal & General Group
61
Legal & General Group
United Kingdom
$6.21M +$1.4M +6,892 +33%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$6.2M +$188K +927 +3%
IECM
63
Intrinsic Edge Capital Management
Illinois
$6.05M -$6.14M -30,278 -53%
LCM
64
Landscape Capital Management
New Jersey
$5.91M +$490K +2,419 +10%
AL
65
AJO LP
Pennsylvania
$5.5M -$2.13M -10,520 -30%
AC
66
Armistice Capital
New York
$5.32M +$4.87M +24,000 New
NA
67
Navellier & Associates
Nevada
$5.28M +$580K +2,863 +14%
Bank of America
68
Bank of America
North Carolina
$5.25M +$2.46M +12,129 +105%
CEP
69
Chicago Equity Partners
Illinois
$5.16M +$602K +2,970 +15%
Brown Advisory
70
Brown Advisory
Maryland
$5.05M -$54.5K -269 -1%
Point72 Asset Management
71
Point72 Asset Management
Connecticut
$5.01M -$730K -3,600 -14%
TD Asset Management
72
TD Asset Management
Ontario, Canada
$4.99M -$20.3K -100 -0.4%
CIP
73
Chartwell Investment Partners
Pennsylvania
$4.55M +$4.16M +20,534 New
Los Angeles Capital Management
74
Los Angeles Capital Management
California
$4.55M -$373K -1,840 -8%
Lazard Asset Management
75
Lazard Asset Management
New York
$4.49M

MED Hedge Fund Activity: Q3 2018 in Review

266 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Medifast (MED) for Q3 2018, worth a combined $2.42B — up 43% from $1.69B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new MED positions and 34 closed out — a net gain of 10 holders — while 88 added to existing stakes and 107 trimmed.

The largest buyer was Vanguard Group, adding an estimated $61.1M. The largest seller was Teachers Advisors, cutting an estimated $16.6M.

  • 266 institutional investors held Medifast (MED) as of Q3 2018, up from 258 in Q2 2018.
  • Funds reported $2.42B of Medifast stock for Q3 2018, up 43% quarter-over-quarter.
  • 44 funds opened new Medifast positions in Q3 2018 and 34 closed out, a net change of +10 holders.
  • The largest Medifast buyer in Q3 2018 was Vanguard Group, an estimated $61.1M added.
  • The largest Medifast seller in Q3 2018 was Teachers Advisors, an estimated $16.6M sold.

Based on aggregated 13F filings for Q3 2018.