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Medifast

267 hedge funds and large institutions have $1.06B invested in Medifast in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 107 increasing their positions, 80 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 80

7.76% more ownership

Funds ownership: 86.02%93.78% (+7.8%)

1% more capital invested

Capital invested by funds: $1.05B → $1.06B (+$15.1M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 279267 (-12)

15% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 47

45% less call options, than puts

Call options by funds: $9.77M | Put options by funds: $17.8M

Holders
267
Holders Change
-12
Holders Change %
-4.3%
% of All Funds
4.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
40
Increased
107
Reduced
80
Closed
47
Calls
$9.77M
Puts
$17.8M
Net Calls
-$8.06M
Net Calls Change
-$6.94M
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
176
Simplex Trading
Illinois
$289K +$309K +2,788 New
Tudor Investment Corp
177
Tudor Investment Corp
Connecticut
$289K +$309K +2,789 New
Massachusetts Financial Services
178
Massachusetts Financial Services
Massachusetts
$275K -$20.9K -189 -7%
HighTower Advisors
179
HighTower Advisors
Illinois
$275K -$18.5K -167 -6%
II
180
Inspire Investing
Idaho
$271K +$63.8K +576 +28%
FHB
181
First Hawaiian Bank
Hawaii
$262K
Cambridge Investment Research Advisors
182
Cambridge Investment Research Advisors
Iowa
$250K +$267K +2,410 New
MOACM
183
Mutual of America Capital Management
New York
$233K -$4.43K -40 -2%
SW
184
SkyOak Wealth
Michigan
$233K +$249K +2,243 New
Handelsbanken Fonder
185
Handelsbanken Fonder
Sweden
$228K
FFM
186
Forum Financial Management
Illinois
$224K +$5.76K +52 +2%
RJA
187
Raymond James & Associates
Florida
$209K +$224K +2,021 New
HI
188
Human Investing
Oregon
$209K -$101K -912 -31%
BCM
189
Brookstone Capital Management
Illinois
$209K -$90.7K -818 -28%
Amundi
190
Amundi
France
$182K +$146K +1,321 +235%
Public Employees Retirement Association of Colorado
191
Public Employees Retirement Association of Colorado
Colorado
$179K
Zurich Cantonal Bank
192
Zurich Cantonal Bank
Switzerland
$178K
PNC Financial Services Group
193
PNC Financial Services Group
Pennsylvania
$152K +$5.98K +54 +4%
TFA
194
Toth Financial Advisory
Virginia
$148K
TC
195
Truvestments Capital
Florida
$137K -$187K -1,688 -56%
EAM
196
Eukles Asset Management
Ohio
$127K +$887 +8 +0.7%
NVCHI
197
New Vernon Capital Holdings II
New Jersey
$124K +$1.88K +17 +1%
PMEF
198
Point72 Middle East FZE
United Arab Emirates
$102K +$54.4K +491 +99%
Fidelity Investments
199
Fidelity Investments
Massachusetts
$101K +$14.4K +130 +15%
AIP
200
Ameritas Investment Partners
Nebraska
$88.3K

MED Hedge Fund Activity: Q1 2023 in Review

267 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Medifast (MED) for Q1 2023, worth a combined $1.06B — up 1.4% from $1.05B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of MED and 40 opened new positions — a net loss of 7 holders — while 80 trimmed existing stakes and 107 added.

The largest buyer was Millennium Management, adding an estimated $40.4M. The largest seller was Rice Hall James & Associates, cutting an estimated $17.2M.

  • 267 institutional investors held Medifast (MED) as of Q1 2023, down from 279 in Q4 2022.
  • Funds reported $1.06B of Medifast stock for Q1 2023, up 1.4% quarter-over-quarter.
  • 40 funds opened new Medifast positions in Q1 2023 and 47 closed out, a net change of -7 holders.
  • The largest Medifast buyer in Q1 2023 was Millennium Management, an estimated $40.4M added.
  • The largest Medifast seller in Q1 2023 was Rice Hall James & Associates, an estimated $17.2M sold.

Based on aggregated 13F filings for Q1 2023.