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Medifast

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: 258266 (+8)

0% more funds holding in top 10

Funds holding in top 10: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
176
LPL Financial
California
$419K -$407K -2,007 -52%
Janus Henderson Group
177
Janus Henderson Group
United Kingdom
$413K +$83.5K +412 +28%
PA
178
Profund Advisors
Maryland
$399K -$61.4K -303 -14%
XK
179
Xact Kapitalforvaltning
Sweden
$399K
IFS
180
Ifrah Financial Services
Arkansas
$395K -$161K -795 -31%
ECM
181
Everence Capital Management
Indiana
$392K -$109K -540 -23%
TAM
182
Tyers Asset Management
Texas
$385K +$108K +532 +44%
ProShare Advisors
183
ProShare Advisors
Maryland
$384K -$30.4K -150 -8%
Schroder Investment Management Group
184
Schroder Investment Management Group
United Kingdom
$377K -$1.52M -7,500 -82%
MC
185
Matisse Capital
Oregon
$377K -$10.1K -50 -3%
Bank of Montreal
186
Bank of Montreal
Ontario, Canada
$366K +$5.27K +26 +2%
SRAM
187
Stone Ridge Asset Management
New York
$358K
Bessemer Group
188
Bessemer Group
New Jersey
$354K -$446K -2,200 -58%
Janney Montgomery Scott
189
Janney Montgomery Scott
Pennsylvania
$354K +$324K +1,600 New
CIP
190
Convergence Investment Partners
Florida
$344K -$331K -1,634 -51%
ACI
191
AMP Capital Investors
Australia
$330K
UFF
192
USA Financial Formulas
Michigan
$320K +$121K +597 +43%
Commonwealth Equity Services
193
Commonwealth Equity Services
Massachusetts
$320K +$293K +1,446 New
AP
194
Advisors Preferred
Maryland
$318K +$291K +1,436 New
LIA
195
LS Investment Advisors
Michigan
$308K -$56.6K -279 -17%
NA
196
Neuburgh Advisers
California
$302K +$84.7K +418 +44%
PHK
197
Point72 Hong Kong
Hong Kong
$299K +$274K +1,351 New
Teacher Retirement System of Texas
198
Teacher Retirement System of Texas
Texas
$298K -$193K -951 -41%
BNP Paribas Financial Markets
199
BNP Paribas Financial Markets
France
$295K -$4.08M -20,126 -94%
CSS
200
Cubist Systematic Strategies
Connecticut
$294K +$27K +133 +11%

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.