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Medifast
MED

Overview Fund Activity

201 hedge funds and large institutions have $736M invested in Medifast in 2017 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 66 increasing their positions, 64 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+33
Holders Change %
+19.64%
% of All Funds
4.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
45
Increased
66
Reduced
64
Closed
12
Calls
$3.38M
Puts
$1.71M
Net Calls
+$1.67M
Net Calls Change
+$894K

Top Buyers

1
JIM
Jupiter Investment Management
United Kingdom
$7.6M
2
BlackRock
BlackRock
New York
$111M
3
WG
Winton Group
United Kingdom
$5.91M
4
OSAM
O'Shaughnessy Asset Management
Connecticut
$7.62M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$5.88M

Top Sellers

1
EC
Engaged Capital
California
$18.5M
2
KCM
Kennedy Capital Management
Missouri
$4.87M
3
Invesco
Invesco
Georgia
$6.16M
4
AL
AJO LP
Pennsylvania
$2.5M
5
LSV Asset Management
LSV Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
176
Bank of Montreal
Ontario, Canada
$33K -$16.9K -241 -34%
GT
177
Glenmede Trust
Pennsylvania
$33K +$685 +10 +2%
AG
178
Advisor Group
Arizona
$32K – – –
IA
179
IFP Advisors
Florida
$25K -$6.85K -100 -22%
CA
180
Calton & Associates
Florida
$25K +$25K +351 New
LTFS
181
Ladenburg Thalmann Financial Services
Florida
$22K +$6.88K +97 +46%
SWA
182
Sutton Wealth Advisors
Florida
$16.1K – – –
RWA
183
Ropes Wealth Advisors
Massachusetts
$12K – – –
GXMC
184
Global X Management Company
New York
$11K – – –
DCM
185
Delpha Capital Management
New York
$11K +$11K +160 New
FGC
186
Financial Gravity Companies
Texas
$8K +$8K +110 New
CCM
187
Cribstone Capital Management
Maine
$7K – – –
MCM
188
MV Capital Management
Maryland
$7K +$7K +96 New
NIT
189
NumerixS Investment Technologies
British Columbia, Canada
$7K +$7K +100 New
FRA
190
Front Row Advisors
California
$5K +$5K +68 New
MA
191
MUFG Americas
New York
$4K -$2.4K -33 -38%
SPIA
192
Steward Partners Investment Advisory
New York
$4K +$58 +1 +1%
FMA
193
FNY Managed Accounts
New York
$3K -$23.3K -372 -89%
AssetMark Inc
194
AssetMark Inc
California
$3K +$3K +36 New
WAM
195
Wealthspire Advisors (Maryland)
Maryland
$3K +$2.77K +36 +1,200%
VCM
196
Versant Capital Management
Arizona
$1K – – –
Northwestern Mutual Wealth Management
197
Northwestern Mutual Wealth Management
Wisconsin
$1K +$722 +13 +260%
HMS
198
Hanseatic Management Services
New Mexico
$1K +$1K +16 New
BBHC
199
Brown Brothers Harriman & Co
New York
$1K +$1K +19 New
LSV Asset Management
200
LSV Asset Management
Illinois
– -$3M -50,600 Closed
5 6 7
8
9