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Medifast

224 hedge funds and large institutions have $1.69B invested in Medifast in 2020 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 66 increasing their positions, 77 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

116% more capital invested

Capital invested by funds: $781M → $1.69B (+$906M)

85% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 27

11% more funds holding

Funds holding: 202224 (+22)

3.11% less ownership

Funds ownership: 106.29%103.17% (-3.1%)

14% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 77

90% less call options, than puts

Call options by funds: $18.3M | Put options by funds: $182M

Holders
224
Holders Change
+22
Holders Change %
+10.89%
% of All Funds
4.59%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.16%
New
50
Increased
66
Reduced
77
Closed
27
Calls
$18.3M
Puts
$182M
Net Calls
-$164M
Net Calls Change
-$147M
Name Holding Trade Value Shares
Change
Change in
Stake
GT
176
Glenmede Trust
Pennsylvania
$183K -$88.6K -965 -42%
TFA
177
Toth Financial Advisory
Virginia
$172K
Zurich Cantonal Bank
178
Zurich Cantonal Bank
Switzerland
$138K +$23.7K +258 +35%
CFA
179
Carroll Financial Associates
North Carolina
$136K +$33.5K +365 +59%
AIP
180
Ameritas Investment Partners
Nebraska
$135K
QI
181
QS Investors
New York
$134K
TC
182
Truvestments Capital
Florida
$133K +$88.4K +963 New
LIA
183
LS Investment Advisors
Michigan
$121K +$4.04K +44 +5%
BNP Paribas Financial Markets
184
BNP Paribas Financial Markets
France
$111K -$356K -3,872 -83%
PAG
185
Private Advisor Group
New Jersey
$110K +$72.6K +791 New
SG Americas Securities
186
SG Americas Securities
New York
$106K -$750K -8,173 -91%
First Manhattan
187
First Manhattan
New York
$97K
PNC Financial Services Group
188
PNC Financial Services Group
Pennsylvania
$94K +$15.2K +166 +32%
MOACM
189
Mutual of America Capital Management
New York
$80K -$99.5K -1,084 -65%
FCA
190
FinTrust Capital Advisors
South Carolina
$77K +$25.2K +275 +99%
RIA
191
RPG Investment Advisory
California
$71K
CAN
192
Cetera Advisor Networks
California
$70K +$46.3K +504 New
Macquarie Group
193
Macquarie Group
Australia
$62K -$50.8K -553 -55%
HIM
194
Hillsdale Investment Management
Ontario, Canada
$42K +$27.5K +300 New
CG
195
Cutler Group
California
$41K -$226K -2,466 -89%
SWA
196
Sutton Wealth Advisors
Florida
$32.1K
CFG
197
Citizens Financial Group
Rhode Island
$32K +$20K +218 +1,363%
PCM
198
Prelude Capital Management
New York
$31K +$20.2K +220 New
FFC
199
First Financial Corp
Indiana
$28K
SSB
200
Sandy Spring Bank
Maryland
$28K

MED Hedge Fund Activity: Q2 2020 in Review

224 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Medifast (MED) for Q2 2020, worth a combined $1.69B — up 116% from $781M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new MED positions and 27 closed out — a net gain of 23 holders — while 66 added to existing stakes and 77 trimmed.

The largest buyer was Lombard Odier Asset Management (USA), adding an estimated $7.2M. The largest seller was Miller Value Partners, cutting an estimated $14M.

  • 224 institutional investors held Medifast (MED) as of Q2 2020, up from 202 in Q1 2020.
  • Funds reported $1.69B of Medifast stock for Q2 2020, up 116% quarter-over-quarter.
  • 50 funds opened new Medifast positions in Q2 2020 and 27 closed out, a net change of +23 holders.
  • The largest Medifast buyer in Q2 2020 was Lombard Odier Asset Management (USA), an estimated $7.2M added.
  • The largest Medifast seller in Q2 2020 was Miller Value Partners, an estimated $14M sold.

Based on aggregated 13F filings for Q2 2020.