Medifast
MED
201 hedge funds and large institutions have $736M invested in Medifast in 2017 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 66 increasing their positions, 64 reducing their positions, and 12 closing their positions.
275% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 12
98% more call options, than puts
Call options by funds: $3.38M | Put options by funds: $1.71M
20% more funds holding
Funds holding: 168 → 201 (+33)
20% more capital invested
Capital invested by funds: $616M → $736M (+$121M)
1.45% more ownership
Funds ownership: 86.91% → 88.36% (+1.5%)
3% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 64
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
+$6.12M |
| 2 |
BlackRock
New York
|
+$6.08M |
| 3 |
WG
Winton Group
London,
United Kingdom
|
+$5.61M |
| 4 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$5.43M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$5.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
Engaged Capital
Newport Beach,
California
|
-$34.8M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$13.6M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$10.2M |
| 4 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$5.51M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
-$3M |
MED Hedge Fund Activity: Q4 2017 in Review
201 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Medifast (MED) for Q4 2017, worth a combined $736M — up 20% from $616M a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new MED positions and 12 closed out — a net gain of 33 holders — while 66 added to existing stakes and 64 trimmed.
The largest buyer was Jupiter Investment Management, adding an estimated $6.12M. The largest seller was Engaged Capital, cutting an estimated $34.8M.
- 201 institutional investors held Medifast (MED) as of Q4 2017, up from 168 in Q3 2017.
- Funds reported $736M of Medifast stock for Q4 2017, up 20% quarter-over-quarter.
- 45 funds opened new Medifast positions in Q4 2017 and 12 closed out, a net change of +33 holders.
- The largest Medifast buyer in Q4 2017 was Jupiter Investment Management, an estimated $6.12M added.
- The largest Medifast seller in Q4 2017 was Engaged Capital, an estimated $34.8M sold.
Based on aggregated 13F filings for Q4 2017.