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Medifast

267 hedge funds and large institutions have $1.06B invested in Medifast in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 107 increasing their positions, 80 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 80

7.76% more ownership

Funds ownership: 86.02%93.78% (+7.8%)

1% more capital invested

Capital invested by funds: $1.05B → $1.06B (+$15.1M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 279267 (-12)

15% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 47

45% less call options, than puts

Call options by funds: $9.77M | Put options by funds: $17.8M

Holders
267
Holders Change
-12
Holders Change %
-4.3%
% of All Funds
4.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
40
Increased
107
Reduced
80
Closed
47
Calls
$9.77M
Puts
$17.8M
Net Calls
-$8.06M
Net Calls Change
-$6.94M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
126
Shell Asset Management
Netherlands
$573K +$476K +4,297 +350%
RFG
127
Range Financial Group
Oregon
$565K -$16.7K -151 -3%
RP
128
Rowlandmiller & Partners
Georgia
$543K -$554 -5 -0.1%
LAM
129
Lingohr Asset Management
Germany
$542K +$210K +1,894 +57%
PI
130
PEAK6 Investments
Illinois
$538K -$1.2M -10,856 -68%
NYLIM
131
New York Life Investment Management
New York
$537K +$574K +5,176 New
CANY
132
Caxton Associates (New York)
New York
$536K +$573K +5,170 New
LSERS
133
Louisiana State Employees Retirement System
Louisiana
$529K -$11.1K -100 -2%
SO
134
STRS Ohio
Ohio
$528K +$565K +5,100 New
SG Americas Securities
135
SG Americas Securities
New York
$516K -$86.2K -778 -14%
AB
136
Amalgamated Bank
New York
$516K -$37.7K -340 -6%
HWAM
137
Hennion & Walsh Asset Management
New Jersey
$516K +$43.7K +394 +9%
AIA
138
Affinity Investment Advisors
California
$515K +$6.32K +57 +1%
CCIA
139
Campbell & Co Investment Adviser
Maryland
$508K +$543K +4,901 New
DA
140
Duality Advisers
Florida
$482K +$516K +4,652 New
FHC
141
First Heartland Consultants
Missouri
$472K +$116K +1,046 +30%
SFS
142
Stiles Financial Services
Minnesota
$468K -$55.5K -501 -10%
PC
143
Prairiewood Capital
North Dakota
$466K +$80.5K +726 +19%
Manulife (Manufacturers Life Insurance)
144
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$457K +$2.22K +20 +0.5%
MSRPS
145
Maryland State Retirement & Pension System
Maryland
$456K -$10.9K -98 -2%
VI
146
Versor Investments
New York
$456K +$488K +4,400 New
Cerity Partners
147
Cerity Partners
New York
$430K +$89.5K +808 New
MAM
148
Meeder Asset Management
Ohio
$428K +$458K +4,133 New
DADC
149
D.A. Davidson & Co
Montana
$420K +$50.5K +456 +13%
Osaic Holdings
150
Osaic Holdings
Arizona
$407K +$202K +1,826 +86%

MED Hedge Fund Activity: Q1 2023 in Review

267 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Medifast (MED) for Q1 2023, worth a combined $1.06B — up 1.4% from $1.05B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of MED and 40 opened new positions — a net loss of 7 holders — while 80 trimmed existing stakes and 107 added.

The largest buyer was Millennium Management, adding an estimated $40.4M. The largest seller was Rice Hall James & Associates, cutting an estimated $17.2M.

  • 267 institutional investors held Medifast (MED) as of Q1 2023, down from 279 in Q4 2022.
  • Funds reported $1.06B of Medifast stock for Q1 2023, up 1.4% quarter-over-quarter.
  • 40 funds opened new Medifast positions in Q1 2023 and 47 closed out, a net change of -7 holders.
  • The largest Medifast buyer in Q1 2023 was Millennium Management, an estimated $40.4M added.
  • The largest Medifast seller in Q1 2023 was Rice Hall James & Associates, an estimated $17.2M sold.

Based on aggregated 13F filings for Q1 2023.