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Medifast

267 hedge funds and large institutions have $1.06B invested in Medifast in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 107 increasing their positions, 80 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 80

7.76% more ownership

Funds ownership: 86.02%93.78% (+7.8%)

1% more capital invested

Capital invested by funds: $1.05B → $1.06B (+$15.1M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 279267 (-12)

15% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 47

45% less call options, than puts

Call options by funds: $9.77M | Put options by funds: $17.8M

Holders
267
Holders Change
-12
Holders Change %
-4.3%
% of All Funds
4.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
40
Increased
107
Reduced
80
Closed
47
Calls
$9.77M
Puts
$17.8M
Net Calls
-$8.06M
Net Calls Change
-$6.94M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$2.68M +$501K +4,522 +21%
VIA
52
Vident Investment Advisory
Georgia
$2.53M +$578K +5,215 +27%
Swiss National Bank
53
Swiss National Bank
Switzerland
$2.45M -$332K -3,000 -11%
BA
54
Bridgewater Associates
Connecticut
$2.3M -$71.8K -648 -3%
AG
55
Algert Global
California
$2.28M +$279K +2,513 +13%
JF
56
Jump Financial
Illinois
$2.07M +$2.22M +20,000 New
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$2.07M +$824K +7,434 +59%
Axa
58
Axa
France
$2.06M -$22.2K -200 -1%
New York State Teachers Retirement System (NYSTRS)
59
New York State Teachers Retirement System (NYSTRS)
New York
$2.03M +$87.6K +790 +4%
Public Sector Pension Investment Board (PSP Investments)
60
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.99M -$73.3K -661 -3%
HF
61
HRT Financial
New York
$1.94M +$1.46M +13,160 +236%
CEI
62
Clark Estates Inc
New York
$1.86M -$443K -4,000 -18%
Bank of America
63
Bank of America
North Carolina
$1.85M -$55.7K -503 -3%
Russell Investments Group
64
Russell Investments Group
United Kingdom
$1.81M +$173K +1,558 +10%
Allspring Global Investments
65
Allspring Global Investments
North Carolina
$1.68M -$589K -5,313 -25%
AllianceBernstein
66
AllianceBernstein
Tennessee
$1.65M -$176K -1,590 -9%
VI
67
Vestcor Inc
New Brunswick, Canada
$1.6M +$1.09M +9,849 +175%
Macquarie Group
68
Macquarie Group
Australia
$1.56M +$1.67M +15,057 New
LCM
69
Legato Capital Management
California
$1.55M +$878K +7,924 +112%
Robeco Institutional Asset Management
70
Robeco Institutional Asset Management
Netherlands
$1.54M +$1.65M +14,849 New
DekaBank Deutsche Girozentrale
71
DekaBank Deutsche Girozentrale
Germany
$1.43M +$210K +1,894 +15%
UBS AM
72
UBS AM
Illinois
$1.42M +$1.52M +13,712 New
Aviva
73
Aviva
United Kingdom
$1.42M +$585K +5,275 +63%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$1.41M -$31.8K -287 -2%
OQS
75
Occudo Quantitative Strategies
Florida
$1.38M +$1.47M +13,284 New

MED Hedge Fund Activity: Q1 2023 in Review

267 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Medifast (MED) for Q1 2023, worth a combined $1.06B — up 1.4% from $1.05B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of MED and 40 opened new positions — a net loss of 7 holders — while 80 trimmed existing stakes and 107 added.

The largest buyer was Millennium Management, adding an estimated $40.4M. The largest seller was Rice Hall James & Associates, cutting an estimated $17.2M.

  • 267 institutional investors held Medifast (MED) as of Q1 2023, down from 279 in Q4 2022.
  • Funds reported $1.06B of Medifast stock for Q1 2023, up 1.4% quarter-over-quarter.
  • 40 funds opened new Medifast positions in Q1 2023 and 47 closed out, a net change of -7 holders.
  • The largest Medifast buyer in Q1 2023 was Millennium Management, an estimated $40.4M added.
  • The largest Medifast seller in Q1 2023 was Rice Hall James & Associates, an estimated $17.2M sold.

Based on aggregated 13F filings for Q1 2023.