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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
ACA
101
Aptus Capital Advisors
Alabama
$1.68M +$1.66M +8,040 New
BCC
102
Bridge City Capital
Oregon
$1.68M
RFG
103
Range Financial Group
Oregon
$1.6M +$81.9K +396 +5%
TI
104
Tidal Investments
Wisconsin
$1.59M +$1.56M +7,571 New
Millennium Management
105
Millennium Management
New York
$1.54M -$9.31M -45,061 -86%
Franklin Resources
106
Franklin Resources
California
$1.51M +$206K +998 +16%
AIG
107
American International Group
New York
$1.47M -$64.5K -312 -4%
EAM
108
EULAV Asset Management
Florida
$1.38M +$207 +1 +0%
AG
109
Algert Global
California
$1.36M +$409K +1,980 +44%
APIM
110
Agate Pass Investment Management
Washington
$1.36M +$1.34M +6,498 New
LCM
111
Landscape Capital Management
New Jersey
$1.34M +$930K +4,497 +238%
National Bank of Canada
112
National Bank of Canada
Quebec, Canada
$1.31M +$1.3M +6,304 New
Swedbank
113
Swedbank
Sweden
$1.29M
AB
114
Amalgamated Bank
New York
$1.26M -$40.5K -196 -3%
SO
115
STRS Ohio
Ohio
$1.26M +$62K +300 +5%
WG
116
Winton Group
United Kingdom
$1.25M +$56.4K +273 +5%
CCM
117
Cinctive Capital Management
New York
$1.23M -$1.08M -5,206 -47%
LSERS
118
Louisiana State Employees Retirement System
Louisiana
$1.17M -$20.7K -100 -2%
Janney Montgomery Scott
119
Janney Montgomery Scott
Pennsylvania
$1.16M +$319K +1,542 +39%
KBC Group
120
KBC Group
Belgium
$1.14M -$436K -2,109 -28%
JMPWA
121
JP Morgan Private Wealth Advisors
California
$1.08M +$60.6K +293 +6%
Envestnet Asset Management
122
Envestnet Asset Management
Illinois
$1.08M +$151K +730 +16%
Holocene Advisors
123
Holocene Advisors
New York
$1.08M +$1.06M +5,149 New
Commonwealth Equity Services
124
Commonwealth Equity Services
Massachusetts
$1.07M -$125K -605 -11%
TWC
125
TD Waterhouse Canada
Ontario, Canada
$1.03M +$996K +4,818 New