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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
AQR Capital Management
76
AQR Capital Management
Connecticut
$2.47M -$162K -783 -6%
HIM
77
Hillsdale Investment Management
Ontario, Canada
$2.42M +$207K +1,000 +9%
Axa
78
Axa
France
$2.41M -$1.96M -9,500 -45%
D.E. Shaw & Co
79
D.E. Shaw & Co
New York
$2.4M +$2.37M +11,474 New
Citigroup
80
Citigroup
New York
$2.37M +$436K +2,109 +23%
Lazard Asset Management
81
Lazard Asset Management
New York
$2.37M -$935K -4,524 -29%
New York State Common Retirement Fund
82
New York State Common Retirement Fund
New York
$2.33M -$4.75K -23 -0.2%
CPO
83
Cerity Partners OCIO
New York
$2.3M +$1.16M +5,615 +104%
YCM
84
Yousif Capital Management
Michigan
$2.3M +$2.27M +10,986 New
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$2.17M -$1.65M -7,999 -44%
VOYA Investment Management
86
VOYA Investment Management
Georgia
$2.12M +$59.1K +286 +3%
Canada Life
87
Canada Life
Manitoba, Canada
$2.12M +$620 +3 +0%
EP
88
Edgestream Partners
New Jersey
$2.05M +$1.31M +6,330 +182%
Baird Financial Group
89
Baird Financial Group
Wisconsin
$1.97M +$190K +921 +11%
CS
90
Credit Suisse
Switzerland
$1.94M -$65.1K -315 -3%
Comerica Bank
91
Comerica Bank
Texas
$1.92M -$130K -629 -6%
COPPSERS
92
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.84M -$23.8K -115 -1%
T. Rowe Price Associates
93
T. Rowe Price Associates
Maryland
$1.83M -$44.4K -215 -2%
TC
94
Truvestments Capital
Florida
$1.8M -$64.1K -310 -3%
Robeco Institutional Asset Management
95
Robeco Institutional Asset Management
Netherlands
$1.77M
TPSF
96
Texas Permanent School Fund
Texas
$1.76M -$55K -266 -3%
SOADOR
97
State of Alaska Department of Revenue
Alaska
$1.72M -$68.2K -330 -4%
PRCP
98
Pacific Ridge Capital Partners
Oregon
$1.72M
RJFSA
99
Raymond James Financial Services Advisors
Florida
$1.69M +$672K +3,250 +67%
State of Tennessee, Department of Treasury
100
State of Tennessee, Department of Treasury
Tennessee
$1.68M +$76.5K +370 +5%