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Medifast

236 hedge funds and large institutions have $892M invested in Medifast in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 88 increasing their positions, 80 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 80

4.99% less ownership

Funds ownership: 93.78%88.79% (-5%)

12% less funds holding

Funds holding: 267236 (-31)

16% less capital invested

Capital invested by funds: $1.06B → $892M (-$169M)

50% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 62

64% less call options, than puts

Call options by funds: $10.9M | Put options by funds: $30.3M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
236
Holders Change
-31
Holders Change %
-11.61%
% of All Funds
3.71%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
31
Increased
88
Reduced
80
Closed
62
Calls
$10.9M
Puts
$30.3M
Net Calls
-$19.3M
Net Calls Change
-$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Robeco Institutional Asset Management
51
Robeco Institutional Asset Management
Netherlands
$2.09M +$695K +7,801 +53%
BA
52
Bridgewater Associates
Connecticut
$1.93M -$113K -1,271 -6%
New York State Teachers Retirement System (NYSTRS)
53
New York State Teachers Retirement System (NYSTRS)
New York
$1.79M -$17.8K -200 -1%
EIP
54
Easterly Investment Partners
Massachusetts
$1.79M +$1.03M +11,563 +148%
Public Sector Pension Investment Board (PSP Investments)
55
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.78M +$9.44K +106 +0.6%
Axa
56
Axa
France
$1.78M -$53.4K -600 -3%
Jane Street
57
Jane Street
New York
$1.76M +$889K +9,982 +109%
Cerity Partners
58
Cerity Partners
New York
$1.64M +$1.52M +17,017 +2,106%
LCM
59
Legato Capital Management
California
$1.63M +$244K +2,741 +18%
Aviva
60
Aviva
United Kingdom
$1.55M +$279K +3,129 +23%
WCM
61
Wedge Capital Management
North Carolina
$1.53M +$1.48M +16,629 New
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$1.5M -$850K -9,547 -37%
BCC
63
Bridge City Capital
Oregon
$1.48M +$424K +4,759 +42%
UBS AM
64
UBS AM
Illinois
$1.42M
VRS
65
Virginia Retirement Systems
Virginia
$1.4M +$356K +4,000 +36%
American Century Companies
66
American Century Companies
Missouri
$1.4M +$813K +9,127 +151%
VFO
67
Virtus Family Office
Texas
$1.38M +$377K +4,236 +40%
MAM
68
Meeder Asset Management
Ohio
$1.35M +$934K +10,489 +254%
Russell Investments Group
69
Russell Investments Group
United Kingdom
$1.34M -$260K -2,918 -17%
DekaBank Deutsche Girozentrale
70
DekaBank Deutsche Girozentrale
Germany
$1.33M -$17.8K -200 -1%
AllianceBernstein
71
AllianceBernstein
Tennessee
$1.29M -$176K -1,976 -12%
Baird Financial Group
72
Baird Financial Group
Wisconsin
$1.27M +$137K +1,537 +13%
Prudential Financial
73
Prudential Financial
New Jersey
$1.24M +$246K +2,759 +26%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$1.21M -$47.2K -530 -4%
Allianz Asset Management
75
Allianz Asset Management
Germany
$1.18M -$2.56M -28,771 -69%