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Medifast

236 hedge funds and large institutions have $892M invested in Medifast in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 88 increasing their positions, 80 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 80

4.99% less ownership

Funds ownership: 93.78%88.79% (-5%)

12% less funds holding

Funds holding: 267236 (-31)

16% less capital invested

Capital invested by funds: $1.06B → $892M (-$169M)

50% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 62

64% less call options, than puts

Call options by funds: $10.9M | Put options by funds: $30.3M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
236
Holders Change
-31
Holders Change %
-11.61%
% of All Funds
3.71%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
31
Increased
88
Reduced
80
Closed
62
Calls
$10.9M
Puts
$30.3M
Net Calls
-$19.3M
Net Calls Change
-$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
101
National Bank of Canada
Quebec, Canada
$775K -$111K -1,248 -13%
SO
102
STRS Ohio
Ohio
$755K +$276K +3,100 +61%
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$747K +$722K +8,108 New
Connor, Clark & Lunn Investment Management (CC&L)
104
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$729K +$704K +7,907 New
Barclays
105
Barclays
United Kingdom
$716K -$254K -2,849 -27%
T. Rowe Price Associates
106
T. Rowe Price Associates
Maryland
$709K +$45.6K +512 +7%
DFCM
107
Dark Forest Capital Management
Puerto Rico
$701K +$677K +7,604 New
LOAMU
108
Lombard Odier Asset Management (USA)
New York
$696K +$336K +3,772 +100%
IA
109
Inspire Advisors
Idaho
$692K +$668K +7,508 New
Schroder Investment Management Group
110
Schroder Investment Management Group
United Kingdom
$675K +$652K +7,325 New
AIM
111
Aigen Investment Management
New York
$670K +$647K +7,269 New
ACP
112
Aviance Capital Partners
Florida
$669K +$373K +4,188 +136%
WG
113
Winton Group
United Kingdom
$667K -$514K -5,772 -44%
SOADOR
114
State of Alaska Department of Revenue
Alaska
$660K -$28.4K -319 -4%
KBC Group
115
KBC Group
Belgium
$642K
E
116
Ergoteles
New York
$630K +$609K +6,839 New
Allspring Global Investments
117
Allspring Global Investments
North Carolina
$626K -$838K -9,418 -58%
TD Asset Management
118
TD Asset Management
Ontario, Canada
$617K
ASC
119
Atalanta Sosnoff Capital
New York
$611K -$5.16K -58 -0.9%
Commonwealth Equity Services
120
Commonwealth Equity Services
Massachusetts
$594K +$14.6K +164 +3%
YCM
121
Yousif Capital Management
Michigan
$574K -$31.8K -357 -5%
Wells Fargo
122
Wells Fargo
California
$555K +$196K +2,206 +58%
Franklin Resources
123
Franklin Resources
California
$555K +$536K +6,018 New
RP
124
Rowlandmiller & Partners
Georgia
$538K +$53.4K +600 +11%
MIM
125
MetLife Investment Management
New Jersey
$537K +$23.9K +268 +5%