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Medifast

261 hedge funds and large institutions have $1.98B invested in Medifast in 2020 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 74 increasing their positions, 95 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 31

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

20% more capital invested

Capital invested by funds: $1.65B → $1.98B (+$327M)

9% more funds holding

Funds holding: 240261 (+21)

4% more call options, than puts

Call options by funds: $50.5M | Put options by funds: $48.4M

0.42% less ownership

Funds ownership: 85.43%85.02% (-0.42%)

22% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 95

Holders
261
Holders Change
+21
Holders Change %
+8.75%
% of All Funds
4.62%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
53
Increased
74
Reduced
95
Closed
31
Calls
$50.5M
Puts
$48.4M
Net Calls
+$2.09M
Net Calls Change
-$53.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SWRP
126
Summit Wealth & Retirement Planning
California
$864K +$778K +4,401 New
MSA
127
Mason Street Advisors
Wisconsin
$862K -$4.42K -25 -0.6%
ACI
128
AMP Capital Investors
Australia
$861K -$150K -846 -16%
PRCP
129
Pacific Ridge Capital Partners
Oregon
$848K -$186K -1,050 -20%
MIM
130
MetLife Investment Management
New Jersey
$847K -$94.9K -537 -11%
CGH
131
Crossmark Global Holdings
Texas
$843K +$411K +2,324 +118%
ACA
132
Aptus Capital Advisors
Alabama
$817K +$735K +4,159 New
Envestnet Asset Management
133
Envestnet Asset Management
Illinois
$789K -$85K -481 -11%
RA
134
Rational Advisors
New York
$785K +$707K +4,000 New
QI
135
QS Investors
New York
$714K +$642K +3,635 New
TRSOTSOK
136
Teachers Retirement System of the State of Kentucky
Kentucky
$701K
AG
137
AlphaSimPlex Group
Massachusetts
$667K -$93K -526 -13%
IA
138
IndexIQ Advisors
New York
$658K +$61.1K +346 +12%
MLICM
139
Metropolitan Life Insurance Company (MetLife)
New York
$652K
AG
140
Algert Global
California
$642K -$7.07K -40 -1%
Canada Pension Plan Investment Board
141
Canada Pension Plan Investment Board
Ontario, Canada
$641K -$545K -3,085 -49%
JWBC
142
J.W. Burns & Co
New York
$638K
LPL Financial
143
LPL Financial
California
$625K -$16.1K -91 -3%
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
$614K +$337K +1,906 +156%
ASRS
145
Arizona State Retirement System
Arizona
$603K -$22.6K -128 -4%
BIM
146
Bogle Investment Management
Massachusetts
$578K -$2M -11,298 -79%
QIM
147
Quantitative Investment Management
Virginia
$563K +$508K +2,872 New
ProShare Advisors
148
ProShare Advisors
Maryland
$535K +$199K +1,126 +70%
HSA
149
Hussman Strategic Advisors
Maryland
$501K
ECM
150
ExodusPoint Capital Management
New York
$499K -$102K -575 -18%

MED Hedge Fund Activity: Q4 2020 in Review

261 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Medifast (MED) for Q4 2020, worth a combined $1.98B — up 20% from $1.65B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new MED positions and 31 closed out — a net gain of 22 holders — while 74 added to existing stakes and 95 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.9M. The largest seller was Engaged Capital, exiting entirely with an estimated $44M sold.

  • 261 institutional investors held Medifast (MED) as of Q4 2020, up from 240 in Q3 2020.
  • Funds reported $1.98B of Medifast stock for Q4 2020, up 20% quarter-over-quarter.
  • 53 funds opened new Medifast positions in Q4 2020 and 31 closed out, a net change of +22 holders.
  • The largest Medifast buyer in Q4 2020 was Morgan Stanley, an estimated $13.9M added.
  • The largest Medifast seller in Q4 2020 was Engaged Capital, an estimated $44M sold.

Based on aggregated 13F filings for Q4 2020.