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Medifast
MED

266 hedge funds and large institutions have $2.42B invested in Medifast in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 88 increasing their positions, 107 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more capital invested

Capital invested by funds: $1.69B → $2.42B (+$726M)

29% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 34

3.69% more ownership

Funds ownership: 87.68% → 91.36% (+3.7%)

3% more funds holding

Funds holding: 258 → 266 (+8)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

18% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 107

39% less call options, than puts

Call options by funds: $39.4M | Put options by funds: $65.1M

Holders
266
Holders Change
+8
Holders Change %
+3.1%
% of All Funds
6.08%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
44
Increased
88
Reduced
107
Closed
34
Calls
$39.4M
Puts
$65.1M
Net Calls
-$25.7M
Net Calls Change
-$31.4M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$61.1M
2
BlackRock
BlackRock
New York
+$30.5M
3
1WCM
12 West Capital Management
New York
+$23.4M
4
Goldman Sachs
Goldman Sachs
New York
+$18.6M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$15.6M

Top Sellers

Rank Fund Capital Flow
1
TA
Teachers Advisors
New York
-$16.6M
2
MWNA
Marshall Wace North America
New York
-$16M
3
Man Group
Man Group
United Kingdom
-$14.4M
4
TCIM
TIAA CREF Investment Management
New York
-$10.8M
5
MSE
MUFG Securities EMEA
United Kingdom
-$7.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
SO
126
STRS Ohio
Ohio
$1.31M -$264K -1,300 -18%
State Board of Administration of Florida Retirement System
127
State Board of Administration of Florida Retirement System
Florida
$1.28M – – –
SIM
128
Spark Investment Management
New York
$1.26M +$1.16M +5,700 New
HIMCH
129
Hartford Investment Management Co (HIMCO)
Connecticut
$1.24M +$283K +1,394 +33%
MIM
130
MetLife Investment Management
New Jersey
$1.19M – – –
Verition Fund Management
131
Verition Fund Management
Connecticut
$1.19M +$672K +3,317 +162%
LSERS
132
Louisiana State Employees Retirement System
Louisiana
$1.17M +$101K +500 +10%
CIBC World Market
133
CIBC World Market
Ontario, Canada
$1.14M +$1.04M +5,124 New
MAM
134
Martingale Asset Management
Massachusetts
$1.13M -$892K -4,400 -46%
NIT
135
NumerixS Investment Technologies
British Columbia, Canada
$1.12M +$1.03M +5,100 New
Mitsubishi UFJ Asset Management
136
Mitsubishi UFJ Asset Management
Japan
$1.12M +$446K +2,200 +78%
SCP
137
Seizert Capital Partners
Michigan
$1.11M -$3.76M -18,568 -79%
Wolverine Trading
138
Wolverine Trading
Illinois
$1.07M -$488K -2,405 -33%
Public Employees Retirement Association of Colorado
139
Public Employees Retirement Association of Colorado
Colorado
$1.06M – – –
UBS Group
140
UBS Group
Switzerland
$963K -$865K -4,268 -50%
Coatue Management
141
Coatue Management
New York
$930K -$373K -1,838 -30%
CGH
142
Crossmark Global Holdings
Texas
$929K -$12.6K -62 -1%
Stifel Financial
143
Stifel Financial
Missouri
$892K -$280K -1,380 -26%
BCM
144
Bridgeway Capital Management
Texas
$864K -$223K -1,100 -22%
SOADOR
145
State of Alaska Department of Revenue
Alaska
$858K +$81.1K +400 +12%
MLICM
146
Metropolitan Life Insurance Company (MetLife)
New York
$840K – – –
TRSOTSOK
147
Teachers Retirement System of the State of Kentucky
Kentucky
$835K -$20.3K -100 -3%
SSP
148
Sapphire Star Partners
Washington
$804K +$735K +3,626 New
RJFSA
149
Raymond James Financial Services Advisors
Florida
$799K +$731K +3,605 New
MSA
150
Mason Street Advisors
Wisconsin
$785K +$96.5K +476 +16%
4 5
6
7 8

MED Hedge Fund Activity: Q3 2018 in Review

266 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Medifast (MED) for Q3 2018, worth a combined $2.42B — up 43% from $1.69B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new MED positions and 34 closed out — a net gain of 10 holders — while 88 added to existing stakes and 107 trimmed.

The largest buyer was Vanguard Group, adding an estimated $61.1M. The largest seller was Teachers Advisors, cutting an estimated $16.6M.

  • 266 institutional investors held Medifast (MED) as of Q3 2018, up from 258 in Q2 2018.
  • Funds reported $2.42B of Medifast stock for Q3 2018, up 43% quarter-over-quarter.
  • 44 funds opened new Medifast positions in Q3 2018 and 34 closed out, a net change of +10 holders.
  • The largest Medifast buyer in Q3 2018 was Vanguard Group, an estimated $61.1M added.
  • The largest Medifast seller in Q3 2018 was Teachers Advisors, an estimated $16.6M sold.

Based on aggregated 13F filings for Q3 2018.