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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
EGM
101
Engineers Gate Manager
New York
$486K -$1.21M -17,298 -71%
ACP
102
Aviance Capital Partners
Florida
$482K +$9.68K +139 +2%
GCM
103
Gallacher Capital Management
Colorado
$458K +$106K +1,522 +29%
RP
104
Rowlandmiller & Partners
Georgia
$451K -$96K -1,378 -17%
SOADOR
105
State of Alaska Department of Revenue
Alaska
$450K -$5.43K -78 -1%
Franklin Resources
106
Franklin Resources
California
$448K +$28.4K +407 +7%
KBC Group
107
KBC Group
Belgium
$434K -$7.73K -111 -2%
Wells Fargo
108
Wells Fargo
California
$425K +$241K +3,463 +121%
Citigroup
109
Citigroup
New York
$422K -$291K -4,183 -40%
WG
110
Winton Group
United Kingdom
$413K +$86.6K +1,243 +25%
IMRF
111
Illinois Municipal Retirement Fund
Illinois
$401K -$39.5K -567 -9%
AIG
112
American International Group
New York
$393K -$3.48K -50 -0.8%
PC
113
Prairiewood Capital
North Dakota
$383K +$139 +2 +0%
US Bancorp
114
US Bancorp
Minnesota
$374K +$319K +4,586 +468%
MIM
115
MetLife Investment Management
New Jersey
$374K
LSERS
116
Louisiana State Employees Retirement System
Louisiana
$370K
LCM
117
Legato Capital Management
California
$366K
YCM
118
Yousif Capital Management
Michigan
$362K -$29.3K -421 -7%
State of Wisconsin Investment Board
119
State of Wisconsin Investment Board
Wisconsin
$358K -$41.2K -592 -10%
Manulife (Manufacturers Life Insurance)
120
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$354K -$9.89K -142 -3%
QT
121
Quantbot Technologies
New York
$352K +$365K +5,239 New
LAM
122
Lingohr Asset Management
Germany
$352K
HighTower Advisors
123
HighTower Advisors
Illinois
$348K +$356K +5,114 New
Comerica Bank
124
Comerica Bank
Texas
$336K -$4.11K -59 -1%
Commonwealth Equity Services
125
Commonwealth Equity Services
Massachusetts
$326K -$48.7K -699 -13%

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.