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Medifast

224 hedge funds and large institutions have $1.69B invested in Medifast in 2020 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 66 increasing their positions, 77 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

116% more capital invested

Capital invested by funds: $781M → $1.69B (+$906M)

85% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 27

11% more funds holding

Funds holding: 202224 (+22)

3.11% less ownership

Funds ownership: 106.29%103.17% (-3.1%)

14% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 77

90% less call options, than puts

Call options by funds: $18.3M | Put options by funds: $182M

Holders
224
Holders Change
+22
Holders Change %
+10.89%
% of All Funds
4.59%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.16%
New
50
Increased
66
Reduced
77
Closed
27
Calls
$18.3M
Puts
$182M
Net Calls
-$164M
Net Calls Change
-$147M
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$4.87M -$199K -2,162 -6%
Bank of America
52
Bank of America
North Carolina
$4.57M -$2.38M -25,902 -44%
CCM
53
Chickasaw Capital Management
Tennessee
$4.31M -$138K -1,500 -5%
Russell Investments Group
54
Russell Investments Group
United Kingdom
$3.91M +$502K +5,462 +24%
Hotchkis & Wiley Capital Management
55
Hotchkis & Wiley Capital Management
California
$3.75M -$914K -9,960 -27%
Public Sector Pension Investment Board (PSP Investments)
56
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.66M +$27.5K +300 +1%
AG
57
Aperio Group
California
$3.59M -$35.9K -391 -1%
Victory Capital Management
58
Victory Capital Management
Texas
$3.49M -$2.64M -28,777 -53%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$3.47M +$27.5K +300 +1%
Swiss National Bank
60
Swiss National Bank
Switzerland
$3.25M +$64.3K +700 +3%
JP Morgan Chase
61
JP Morgan Chase
New York
$3.21M -$1.01M -11,051 -32%
Millennium Management
62
Millennium Management
New York
$2.85M -$333K -3,623 -15%
Squarepoint
63
Squarepoint
New York
$2.51M -$2.58M -28,145 -61%
HI
64
Human Investing
Oregon
$2.46M -$4.22K -46 -0.3%
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
$2.38M +$73.5K +800 +5%
ETM
66
Euclidean Technologies Management
Washington
$2.36M +$1.56M +17,000 New
MSL
67
Mackay Shields LLC
New York
$2.36M +$1.56M +17,000 New
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$2.35M +$21.1K +230 +1%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$2.27M +$53.3K +581 +4%
Prudential Financial
70
Prudential Financial
New Jersey
$2.26M -$332K -3,616 -18%
BCC
71
Bridge City Capital
Oregon
$2.24M -$230K -2,500 -13%
AllianceBernstein
72
AllianceBernstein
Tennessee
$2.21M +$91.7K +999 +7%
Citadel Advisors
73
Citadel Advisors
Florida
$2.16M -$1.97M -21,436 -58%
Canada Life
74
Canada Life
Manitoba, Canada
$2.08M -$33.9K -369 -2%
Comerica Bank
75
Comerica Bank
Texas
$2.06M +$107K +1,163 +10%

MED Hedge Fund Activity: Q2 2020 in Review

224 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Medifast (MED) for Q2 2020, worth a combined $1.69B — up 116% from $781M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new MED positions and 27 closed out — a net gain of 23 holders — while 66 added to existing stakes and 77 trimmed.

The largest buyer was Lombard Odier Asset Management (USA), adding an estimated $7.2M. The largest seller was Miller Value Partners, cutting an estimated $14M.

  • 224 institutional investors held Medifast (MED) as of Q2 2020, up from 202 in Q1 2020.
  • Funds reported $1.69B of Medifast stock for Q2 2020, up 116% quarter-over-quarter.
  • 50 funds opened new Medifast positions in Q2 2020 and 27 closed out, a net change of +23 holders.
  • The largest Medifast buyer in Q2 2020 was Lombard Odier Asset Management (USA), an estimated $7.2M added.
  • The largest Medifast seller in Q2 2020 was Miller Value Partners, an estimated $14M sold.

Based on aggregated 13F filings for Q2 2020.