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Medifast
MED

216 hedge funds and large institutions have $717M invested in Medifast in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 75 increasing their positions, 73 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

10.27% more ownership

Funds ownership: 87.19% → 97.46% (+10%)

3% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 73

1% less capital invested

Capital invested by funds: $724M → $717M (-$6.96M)

3% less funds holding

Funds holding: 223 → 216 (-7)

15% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 39

47% less call options, than puts

Call options by funds: $10.7M | Put options by funds: $20.2M

Holders
216
Holders Change
-7
Holders Change %
-3.14%
% of All Funds
3.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
75
Reduced
73
Closed
39
Calls
$10.7M
Puts
$20.2M
Net Calls
-$9.55M
Net Calls Change
+$20.7M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$22.1M
2
Man Group
Man Group
United Kingdom
+$15.2M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
+$14.1M
4
First Trust Advisors
First Trust Advisors
Illinois
+$11.1M
5
BlackRock
BlackRock
New York
+$8.81M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$7.88M
2
JP Morgan Chase
JP Morgan Chase
New York
-$5.63M
3
CSS
Cubist Systematic Strategies
Connecticut
-$2.99M
4
SSCM
Summit Street Capital Management
New York
-$2.07M
5
N
Nuveen
North Carolina
-$2.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
Swiss National Bank
51
Swiss National Bank
Switzerland
$1.45M -$167K -2,400 -10%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$1.44M +$462K +6,638 +45%
VFA
53
Values First Advisors
Tennessee
$1.43M -$12.9K -185 -0.9%
Bank of America
54
Bank of America
North Carolina
$1.42M +$192K +2,762 +15%
Barclays
55
Barclays
United Kingdom
$1.37M +$979K +14,050 +219%
ORG
56
Optimist Retirement Group
Washington
$1.34M +$1.39M +19,959 New
BA
57
Bridgewater Associates
Connecticut
$1.34M -$140K -2,016 -9%
BCC
58
Bridge City Capital
Oregon
$1.34M +$234K +3,360 +20%
IA
59
Inspire Advisors
Idaho
$1.34M +$210K +3,008 +18%
New York State Teachers Retirement System (NYSTRS)
60
New York State Teachers Retirement System (NYSTRS)
New York
$1.3M – – –
CCM
61
Chickasaw Capital Management
Tennessee
$1.27M -$550K -7,900 -29%
ETC
62
Exchange Traded Concepts
Oklahoma
$1.25M +$976K +14,012 +301%
CM
63
Caption Management
Oklahoma
$1.24M +$1.29M +18,499 New
BNP Paribas Financial Markets
64
BNP Paribas Financial Markets
France
$1.22M +$187K +2,681 +17%
Axa
65
Axa
France
$1.16M -$139K -2,000 -10%
II
66
Inspire Investing
Idaho
$1.15M +$904K +12,970 +318%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$1.1M +$197K +2,828 +21%
Russell Investments Group
68
Russell Investments Group
United Kingdom
$1.09M -$220K -3,157 -16%
CAM
69
Cresset Asset Management
Illinois
$1.07M +$321K +4,611 +41%
State of Tennessee, Department of Treasury
70
State of Tennessee, Department of Treasury
Tennessee
$1.06M +$379K +5,436 +53%
Cerity Partners
71
Cerity Partners
New York
$1.02M -$169K -2,433 -14%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$1M -$90.8K -1,303 -8%
YIH
73
Y-Intercept (HK)
Hong Kong
$886K +$919K +13,188 New
Canada Pension Plan Investment Board
74
Canada Pension Plan Investment Board
Ontario, Canada
$881K +$913K +13,100 New
CS
75
Credit Suisse
Switzerland
$848K +$60.2K +864 +7%
1 2
3
4 5

MED Hedge Fund Activity: Q4 2023 in Review

216 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Medifast (MED) for Q4 2023, worth a combined $717M — down 0.96% from $724M a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of MED and 33 opened new positions — a net loss of 6 holders — while 73 trimmed existing stakes and 75 added.

The largest buyer was Morgan Stanley, adding an estimated $22.1M. The largest seller was Millennium Management, cutting an estimated $7.88M.

  • 216 institutional investors held Medifast (MED) as of Q4 2023, down from 223 in Q3 2023.
  • Funds reported $717M of Medifast stock for Q4 2023, down 0.96% quarter-over-quarter.
  • 33 funds opened new Medifast positions in Q4 2023 and 39 closed out, a net change of -6 holders.
  • The largest Medifast buyer in Q4 2023 was Morgan Stanley, an estimated $22.1M added.
  • The largest Medifast seller in Q4 2023 was Millennium Management, an estimated $7.88M sold.

Based on aggregated 13F filings for Q4 2023.