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Medifast

297 hedge funds and large institutions have $2.05B invested in Medifast in 2021 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 89 increasing their positions, 113 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+3
Holders Change %
+1.02%
% of All Funds
4.59%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.08%
New
45
Increased
89
Reduced
113
Closed
42
Calls
$14.1M
Puts
$24.4M
Net Calls
-$10.3M
Net Calls Change
-$5.01M
Name Holding Trade Value Shares
Change
Shares
Change %
SWRP
176
Summit Wealth & Retirement Planning
California
$503K -$32.4K -155 -6%
TFA
177
Toth Financial Advisory
Virginia
$475K +$229K +1,092 +93%
FFM
178
Forum Financial Management
Illinois
$453K +$453K +2,163 New
IA
179
IndexIQ Advisors
New York
$452K -$25.1K -120 -5%
Teacher Retirement System of Texas
180
Teacher Retirement System of Texas
Texas
$450K +$73.5K +351 +20%
EH
181
Equitable Holdings
New York
$444K -$223K -1,067 -33%
GT
182
Greenleaf Trust
Michigan
$439K +$439K +2,096 New
Susquehanna International Group
183
Susquehanna International Group
Pennsylvania
$423K -$1.2M -5,708 -74%
SGI
184
Summit Global Investments
Utah
$419K +$419K +2,000 New
BCM
185
Brookstone Capital Management
Illinois
$396K +$17.6K +82 +5%
SCA
186
Spearhead Capital Advisors
Florida
$392K +$5.23K +25 +1%
Osaic Holdings
187
Osaic Holdings
Arizona
$385K -$333K -1,593 -46%
AIM
188
Arcadia Investment Management
Michigan
$383K +$117K +556 +44%
Public Employees Retirement Association of Colorado
189
Public Employees Retirement Association of Colorado
Colorado
$361K
AA
190
ALPS Advisors
Colorado
$354K +$7.11K +34 +2%
MA
191
Mutual Advisors
Nebraska
$345K +$2.1K +10 +0.6%
IWS
192
Insight Wealth Strategies
California
$343K +$37.1K +177 +12%
CMI
193
Clare Market Investments
Texas
$337K +$337K +1,610 New
MOACM
194
Mutual of America Capital Management
New York
$333K +$5.03K +24 +2%
DADC
195
D.A. Davidson & Co
Montana
$333K +$333K +1,591 New
SC
196
Scotia Capital
Ontario, Canada
$307K +$11.5K +55 +4%
Zurich Cantonal Bank
197
Zurich Cantonal Bank
Switzerland
$306K -$29.1K -139 -9%
Cambridge Investment Research Advisors
198
Cambridge Investment Research Advisors
Iowa
$298K -$48.6K -232 -14%
SPIA
199
Steward Partners Investment Advisory
New York
$289K +$37.1K +177 +15%
CWA
200
Carolina Wealth Advisors
South Carolina
$288K +$216K +1,029 +298%