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Medifast

297 hedge funds and large institutions have $2.05B invested in Medifast in 2021 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 89 increasing their positions, 113 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

6% more capital invested

Capital invested by funds: $1.93B → $2.05B (+$124M)

2% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 44

0% more funds holding

Funds holding: 296297 (+1)

0.9% less ownership

Funds ownership: 85.24%84.34% (-0.9%)

21% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 113

42% less call options, than puts

Call options by funds: $14.1M | Put options by funds: $24.4M

Holders
297
Holders Change
+1
Holders Change %
+0.34%
% of All Funds
4.57%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.08%
New
45
Increased
89
Reduced
113
Closed
44
Calls
$14.1M
Puts
$24.4M
Net Calls
-$10.3M
Net Calls Change
-$5.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
51
Victory Capital Management
Texas
$4.87M +$712K +3,447 +17%
Hotchkis & Wiley Capital Management
52
Hotchkis & Wiley Capital Management
California
$4.78M +$4.72M +22,840 New
ACA
53
Apis Capital Advisors
New York
$4.69M +$4.63M +22,400 New
Amundi
54
Amundi
France
$4.49M -$630K -3,047 -12%
SCP
55
Seizert Capital Partners
Michigan
$4.16M +$99.8K +483 +2%
CIBC World Market
56
CIBC World Market
Ontario, Canada
$4.09M +$3.59M +17,372 +813%
Man Group
57
Man Group
United Kingdom
$4.07M -$4.14M -20,050 -51%
New York State Teachers Retirement System (NYSTRS)
58
New York State Teachers Retirement System (NYSTRS)
New York
$3.98M
Stifel Financial
59
Stifel Financial
Missouri
$3.94M -$604K -2,923 -13%
Allspring Global Investments
60
Allspring Global Investments
North Carolina
$3.92M +$3.87M +18,707 New
Wells Fargo
61
Wells Fargo
California
$3.7M -$2.8M -13,549 -43%
AllianceBernstein
62
AllianceBernstein
Tennessee
$3.54M -$7.03K -34 -0.2%
Goldman Sachs
63
Goldman Sachs
New York
$3.53M -$6.41M -31,009 -65%
Barclays
64
Barclays
United Kingdom
$3.49M +$175K +847 +5%
SSCM
65
Summit Street Capital Management
New York
$3.42M
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$3.28M +$49.2K +238 +2%
Bank of America
67
Bank of America
North Carolina
$3.27M -$2.35M -11,347 -42%
PAG
68
Private Advisor Group
New Jersey
$2.97M -$2.83M -13,709 -49%
CNAM
69
Campbell Newman Asset Management
Wisconsin
$2.95M +$57.3K +277 +2%
AIA
70
Avalon Investment & Advisory
Texas
$2.83M -$1.12M -5,428 -29%
UBS AM
71
UBS AM
Illinois
$2.83M +$175K +849 +7%
State of New Jersey Common Pension Fund D
72
State of New Jersey Common Pension Fund D
New Jersey
$2.66M +$135K +654 +5%
Aviva
73
Aviva
United Kingdom
$2.56M +$1.04M +5,026 +70%
CSS
74
Cubist Systematic Strategies
Connecticut
$2.53M -$563K -2,722 -18%
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
$2.49M -$2.23M -10,772 -47%