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Medifast

224 hedge funds and large institutions have $1.69B invested in Medifast in 2020 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 66 increasing their positions, 77 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

116% more capital invested

Capital invested by funds: $781M → $1.69B (+$906M)

85% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 27

11% more funds holding

Funds holding: 202224 (+22)

3.11% less ownership

Funds ownership: 106.29%103.17% (-3.1%)

14% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 77

90% less call options, than puts

Call options by funds: $18.3M | Put options by funds: $182M

Holders
224
Holders Change
+22
Holders Change %
+10.89%
% of All Funds
4.59%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.16%
New
50
Increased
66
Reduced
77
Closed
27
Calls
$18.3M
Puts
$182M
Net Calls
-$164M
Net Calls Change
-$147M
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
101
Redwood Investment Management
Arizona
$1.02M -$536K -5,843 -44%
RJA
102
Raymond James & Associates
Florida
$1.02M +$29.7K +324 +5%
GC
103
Globeflex Capital
California
$1.01M +$50.3K +548 +8%
CSS
104
Cubist Systematic Strategies
Connecticut
$1.01M -$1.86M -20,308 -74%
JMPWA
105
JP Morgan Private Wealth Advisors
California
$1M +$8.91K +97 +1%
Stifel Financial
106
Stifel Financial
Missouri
$949K +$187K +2,033 +42%
Manulife (Manufacturers Life Insurance)
107
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$917K -$30.2K -329 -5%
CPO
108
Cerity Partners OCIO
New York
$891K +$4.5K +49 +0.8%
EAM
109
EULAV Asset Management
Florida
$890K +$1.47K +16 +0.3%
State of Tennessee, Department of Treasury
110
State of Tennessee, Department of Treasury
Tennessee
$860K -$112K -1,216 -16%
KWM
111
Kingsview Wealth Management
Oregon
$860K +$569K +6,196 New
Envestnet Asset Management
112
Envestnet Asset Management
Illinois
$824K +$89.6K +976 +20%
COPPSERS
113
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$823K +$7.9K +86 +1%
MC
114
Maverick Capital
Texas
$777K +$514K +5,597 New
MIM
115
MetLife Investment Management
New Jersey
$745K
PRCP
116
Pacific Ridge Capital Partners
Oregon
$745K +$128K +1,390 +35%
Allianz Asset Management
117
Allianz Asset Management
Germany
$680K +$450K +4,897 New
OPERF
118
Oregon Public Employees Retirement Fund
Oregon
$643K
AAS
119
Avantax Advisory Services
Texas
$642K
Holocene Advisors
120
Holocene Advisors
New York
$630K +$417K +4,543 New
KBC Group
121
KBC Group
Belgium
$618K +$113K +1,226 +38%
State Board of Administration of Florida Retirement System
122
State Board of Administration of Florida Retirement System
Florida
$614K -$58.8K -640 -13%
MSA
123
Mason Street Advisors
Wisconsin
$614K +$34.6K +377 +9%
ACI
124
AMP Capital Investors
Australia
$610K +$410K +4,470 New
CIBC World Market
125
CIBC World Market
Ontario, Canada
$598K -$473K -5,153 -54%

MED Hedge Fund Activity: Q2 2020 in Review

224 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Medifast (MED) for Q2 2020, worth a combined $1.69B — up 116% from $781M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new MED positions and 27 closed out — a net gain of 23 holders — while 66 added to existing stakes and 77 trimmed.

The largest buyer was Lombard Odier Asset Management (USA), adding an estimated $7.2M. The largest seller was Miller Value Partners, cutting an estimated $14M.

  • 224 institutional investors held Medifast (MED) as of Q2 2020, up from 202 in Q1 2020.
  • Funds reported $1.69B of Medifast stock for Q2 2020, up 116% quarter-over-quarter.
  • 50 funds opened new Medifast positions in Q2 2020 and 27 closed out, a net change of +23 holders.
  • The largest Medifast buyer in Q2 2020 was Lombard Odier Asset Management (USA), an estimated $7.2M added.
  • The largest Medifast seller in Q2 2020 was Miller Value Partners, an estimated $14M sold.

Based on aggregated 13F filings for Q2 2020.