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Medifast
MED

Overview Fund Activity

216 hedge funds and large institutions have $717M invested in Medifast in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 75 increasing their positions, 73 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
-6
Holders Change %
-2.7%
% of All Funds
3.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
33
Increased
75
Reduced
73
Closed
38
Calls
$10.7M
Puts
$20.2M
Net Calls
-$9.55M
Net Calls Change
+$20.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$36.1M
2
Man Group
Man Group
United Kingdom
$14.7M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
$35.1M
4
First Trust Advisors
First Trust Advisors
Illinois
$26.7M
5
BlackRock
BlackRock
New York
$121M

Top Sellers

1
Millennium Management
Millennium Management
New York
$2.87M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.78M
3
CSS
Cubist Systematic Strategies
Connecticut
$0
4
SSCM
Summit Street Capital Management
New York
$1.98M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$3.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
W
176
WealthCollab
Washington
$10.4K +$10.4K +154 New
C
177
Covestor
United Kingdom
$10K +$3.93K +55 +65%
PIM
178
Plato Investment Management
Australia
$8.94K +$8.94K +133 New
PA
179
Pineridge Advisors
Missouri
$8.84K +$8.84K +132 New
TAM
180
Tucker Asset Management
Colorado
$6.79K – – –
SIC
181
Salem Investment Counselors
North Carolina
$6.72K +$6.72K +100 New
SA
182
Scarborough Advisors
Maryland
$6.5K +$6.5K +97 New
National Bank of Canada
183
National Bank of Canada
Quebec, Canada
$6.32K -$1.05K -15 -14%
QCG
184
Quadrant Capital Group
Ohio
$6.12K -$12.3K -183 -67%
AAG
185
Armstrong Advisory Group
Massachusetts
$5.58K -$1.95K -29 -26%
TWC
186
TD Waterhouse Canada
Ontario, Canada
$4.36K – – –
Fifth Third Bancorp
187
Fifth Third Bancorp
Ohio
$4.03K -$3.83K -57 -49%
CJ
188
Caitlin John
Michigan
$3.85K +$3.85K +57 New
PA
189
PSI Advisors
Florida
$3.63K – – –
ASN
190
Advisory Services Network
Georgia
$2.69K +$2.69K +40 New
LWA
191
Lowe Wealth Advisors
Maryland
$2.02K – – –
Federated Hermes
192
Federated Hermes
Pennsylvania
$1.75K -$134 -2 -7%
TIM
193
Tortoise Investment Management
New York
$1.68K – – –
LC
194
Lindbrook Capital
California
$1.55K -$1.82K -27 -54%
GI
195
GAMMA Investing
California
$1.53K +$1.53K +28 New
MPWT
196
MassMutual Private Wealth & Trust
Connecticut
$1.48K +$134 +2 +10%
AT
197
Arlington Trust
Alabama
$1.01K +$1.01K +15 New
FFA
198
Farther Finance Advisors
California
$941 -$605 -9 -39%
EWA
199
EverSource Wealth Advisors
Alabama
$941 +$941 +14 New
MRCM
200
M&R Capital Management
New Jersey
$912 +$65 +1 +8%
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8
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