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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
WG
76
Winton Group
United Kingdom
$1.35M +$170K +1,534 +13%
KCM
77
Kendall Capital Management
Maryland
$1.31M -$12.7K -115 -0.9%
New York State Common Retirement Fund
78
New York State Common Retirement Fund
New York
$1.31M -$464K -4,189 -25%
LPL Financial
79
LPL Financial
California
$1.27M -$163K -1,467 -11%
Baird Financial Group
80
Baird Financial Group
Wisconsin
$1.27M +$205K +1,851 +18%
Arrowstreet Capital
81
Arrowstreet Capital
Massachusetts
$1.25M +$1.33M +12,039 New
COPPSERS
82
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.2M -$13.7K -124 -1%
QT
83
Quantbot Technologies
New York
$1.19M +$1.27M +11,455 New
BCC
84
Bridge City Capital
Oregon
$1.18M -$5.1K -46 -0.4%
LOAME
85
Lombard Odier Asset Management (Europe)
United Kingdom
$1.17M -$1.87M -16,841 -60%
Canada Life
86
Canada Life
Manitoba, Canada
$1.17M -$79.8K -720 -6%
VRS
87
Virginia Retirement Systems
Virginia
$1.16M -$33.2K -300 -3%
PRCP
88
Pacific Ridge Capital Partners
Oregon
$1.14M -$7.76K -70 -0.6%
Qube Research & Technologies (QRT)
89
Qube Research & Technologies (QRT)
United Kingdom
$1.14M +$1.22M +11,004 New
Janus Henderson Group
90
Janus Henderson Group
United Kingdom
$1.14M +$411K +3,708 +51%
VOYA Investment Management
91
VOYA Investment Management
Georgia
$1.14M -$5.21K -47 -0.4%
DCM
92
Dean Capital Management
Kansas
$1.13M +$878K +7,924 +263%
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$1.12M -$42K -379 -3%
Nisa Investment Advisors
94
Nisa Investment Advisors
Missouri
$1.12M +$487K +4,393 +68%
Prudential Financial
95
Prudential Financial
New Jersey
$1.11M -$393K -3,550 -25%
VFO
96
Virtus Family Office
Texas
$1.1M +$6.09K +55 +0.5%
Barclays
97
Barclays
United Kingdom
$1.1M +$85.8K +774 +8%
BNP Paribas Financial Markets
98
BNP Paribas Financial Markets
France
$1.07M +$291K +2,629 +34%
Citigroup
99
Citigroup
New York
$1.04M -$2.77K -25 -0.2%
TPSF
100
Texas Permanent School Fund
Texas
$1.02M +$272K +2,453 +33%

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.