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Medifast

296 hedge funds and large institutions have $1.93B invested in Medifast in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 102 increasing their positions, 105 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.35% more ownership

Funds ownership: 84.88%85.24% (+0.35%)

3% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 105

5% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 41

2% less funds holding

Funds holding: 301296 (-5)

28% less call options, than puts

Call options by funds: $13.4M | Put options by funds: $18.7M

32% less capital invested

Capital invested by funds: $2.82B → $1.93B (-$894M)

80% less funds holding in top 10

Funds holding in top 10: 51 (-4)

Holders
296
Holders Change
-5
Holders Change %
-1.66%
% of All Funds
5.18%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.02%
New
39
Increased
102
Reduced
105
Closed
41
Calls
$13.4M
Puts
$18.7M
Net Calls
-$5.3M
Net Calls Change
+$12.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TRSOTSOK
151
Teachers Retirement System of the State of Kentucky
Kentucky
$688K
EP
152
Edgestream Partners
New Jersey
$670K -$1.49M -6,068 -64%
Osaic Holdings
153
Osaic Holdings
Arizona
$662K +$198K +804 +31%
Los Angeles Capital Management
154
Los Angeles Capital Management
California
$646K -$50.9K -207 -6%
AIC
155
Aurora Investment Counsel
Georgia
$646K +$824K +3,353 New
ZIM
156
Zacks Investment Management
Illinois
$623K +$65.9K +268 +9%
EH
157
Equitable Holdings
New York
$614K
MLICM
158
Metropolitan Life Insurance Company (MetLife)
New York
$601K
JWBC
159
J.W. Burns & Co
New York
$597K -$24.6K -100 -3%
PI
160
PEAK6 Investments
Illinois
$587K +$748K +3,041 +101,367%
ASRS
161
Arizona State Retirement System
Arizona
$586K +$983 +4 +0.1%
PP
162
PDT Partners
New York
$578K -$221K -900 -23%
Handelsbanken Fonder
163
Handelsbanken Fonder
Sweden
$578K
CI Investments Inc
164
CI Investments Inc
Ontario, Canada
$566K +$24.6K +100 +4%
LPL Financial
165
LPL Financial
California
$562K -$84.6K -344 -11%
PP
166
Paloma Partners
Connecticut
$536K +$259K +1,055 +61%
JIR
167
James Investment Research
Ohio
$525K -$115K -467 -15%
MC
168
Matisse Capital
Oregon
$520K +$135K +550 +26%
HighTower Advisors
169
HighTower Advisors
Illinois
$498K +$68.1K +277 +12%
SWRP
170
Summit Wealth & Retirement Planning
California
$493K -$81.4K -331 -11%
JC
171
JB Capital
Connecticut
$454K +$579K +2,355 New
IA
172
IndexIQ Advisors
New York
$439K +$65.6K +267 +13%
MWC
173
MBM Wealth Consultants
Missouri
$427K +$113K +460 +26%
CAN
174
Cetera Advisor Networks
California
$413K -$88.3K -359 -14%
IFG
175
Independent Financial Group
California
$411K +$23.4K +95 +5%