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Medifast

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: 223216 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Janus Henderson Group
76
Janus Henderson Group
United Kingdom
$844K +$62.8K +902 +8%
EIP
77
Easterly Investment Partners
Massachusetts
$829K -$491K -7,045 -36%
Allspring Global Investments
78
Allspring Global Investments
North Carolina
$826K +$230K +3,299 +37%
UBS AM
79
UBS AM
Illinois
$787K
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$771K -$36.4K -522 -4%
T. Rowe Price Associates
81
T. Rowe Price Associates
Maryland
$764K +$194K +2,782 +32%
VOYA Investment Management
82
VOYA Investment Management
Georgia
$755K -$18.9K -271 -2%
MAM
83
Meeder Asset Management
Ohio
$752K +$779K +11,184 New
CAMG
84
CWA Asset Management Group
Florida
$692K +$718K +10,300 New
Two Sigma Advisers
85
Two Sigma Advisers
New York
$679K
Canada Life
86
Canada Life
Manitoba, Canada
$675K -$3.97K -57 -0.6%
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$652K -$17.7K -254 -3%
TD Asset Management
88
TD Asset Management
Ontario, Canada
$645K +$34.8K +500 +5%
TPSF
89
Texas Permanent School Fund
Texas
$633K +$11.3K +162 +2%
Aviva
90
Aviva
United Kingdom
$611K +$123K +1,769 +24%
KCM
91
Kendall Capital Management
Maryland
$609K -$62K -890 -9%
SO
92
STRS Ohio
Ohio
$551K
LSV Asset Management
93
LSV Asset Management
Illinois
$544K -$55.7K -800 -9%
VI
94
Versor Investments
New York
$538K +$557K +8,001 New
DekaBank Deutsche Girozentrale
95
DekaBank Deutsche Girozentrale
Germany
$536K -$457K -6,567 -45%
SEI Investments
96
SEI Investments
Pennsylvania
$531K +$67.9K +975 +14%
SIM
97
SummerHaven Investment Management
Connecticut
$525K +$11.1K +160 +2%
CC
98
Centiva Capital
New York
$512K +$284K +4,074 +115%
GC
99
Guggenheim Capital
Illinois
$499K -$40.4K -580 -7%
SG Americas Securities
100
SG Americas Securities
New York
$488K +$12.1K +174 +2%

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.