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Medifast

223 hedge funds and large institutions have $724M invested in Medifast in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 72 increasing their positions, 84 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.61% less ownership

Funds ownership: 88.79%87.19% (-1.6%)

6% less funds holding

Funds holding: 236223 (-13)

14% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 84

19% less capital invested

Capital invested by funds: $892M → $724M (-$168M)

31% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 42

77% less call options, than puts

Call options by funds: $8.82M | Put options by funds: $39.1M

Holders
223
Holders Change
-13
Holders Change %
-5.51%
% of All Funds
3.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
72
Reduced
84
Closed
42
Calls
$8.82M
Puts
$39.1M
Net Calls
-$30.2M
Net Calls Change
-$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
176
Toth Financial Advisory
Virginia
$62.9K -$52.2K -588 -41%
LSA
177
Leonteq Securities AG
Switzerland
$61.4K +$72.7K +820 New
S
178
SignatureFD
Georgia
$60.9K -$9.94K -112 -12%
BCV
179
Banque Cantonale Vaudoise
Switzerland
$58K
First Manhattan
180
First Manhattan
New York
$52.4K
MLICM
181
Metropolitan Life Insurance Company (MetLife)
New York
$45K
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$40K +$32.6K +367 +224%
PA
183
Parallel Advisors
California
$24K -$9.67K -109 -25%
Point72 Asset Management
184
Point72 Asset Management
Connecticut
$22.4K -$4.74M -53,432 -99%
QCG
185
Quadrant Capital Group
Ohio
$20.5K -$1.33K -15 -5%
Ohio Public Employees Retirement System (OPERS)
186
Ohio Public Employees Retirement System (OPERS)
Ohio
$20K +$4.08K +46 +20%
SPIA
187
Steward Partners Investment Advisory
New York
$18.1K +$5.15K +58 +32%
Fisher Asset Management
188
Fisher Asset Management
Washington
$16.5K +$11.4K +129 +142%
HI
189
Harbour Investments
Wisconsin
$16.3K
SSB
190
Sandy Spring Bank
Maryland
$12K
Fifth Third Bancorp
191
Fifth Third Bancorp
Ohio
$8.76K +$4.44K +50 +75%
AAG
192
Armstrong Advisory Group
Massachusetts
$8.38K +$2.57K +29 +35%
National Bank of Canada
193
National Bank of Canada
Quebec, Canada
$7.94K -$738K -8,321 -99%
TAM
194
Tucker Asset Management
Colorado
$7.56K
IA
195
IFP Advisors
Florida
$7.19K +$8.52K +96 New
PFBT
196
Parkside Financial Bank & Trust
Missouri
$7.11K +$7.36K +83 +692%
BTI
197
Blue Trust Inc
Georgia
$7K -$1.33K -15 -16%
HT
198
Headlands Technologies
Illinois
$6.21K +$7.36K +83 New
C
199
Covestor
United Kingdom
$6K -$19.9K -224 -72%
TWC
200
TD Waterhouse Canada
Ontario, Canada
$5.07K -$3.73K -42 -39%

MED Hedge Fund Activity: Q3 2023 in Review

223 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Medifast (MED) for Q3 2023, worth a combined $724M — down 19% from $892M a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of MED and 29 opened new positions — a net loss of 13 holders — while 84 trimmed existing stakes and 72 added.

The largest buyer was Pacer Advisors, adding an estimated $7.01M. The largest seller was Man Group, exiting entirely with an estimated $13.3M sold.

  • 223 institutional investors held Medifast (MED) as of Q3 2023, down from 236 in Q2 2023.
  • Funds reported $724M of Medifast stock for Q3 2023, down 19% quarter-over-quarter.
  • 29 funds opened new Medifast positions in Q3 2023 and 42 closed out, a net change of -13 holders.
  • The largest Medifast buyer in Q3 2023 was Pacer Advisors, an estimated $7.01M added.
  • The largest Medifast seller in Q3 2023 was Man Group, an estimated $13.3M sold.

Based on aggregated 13F filings for Q3 2023.