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Medifast
MED

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 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

10.27% more ownership

Funds ownership: 87.19% → 97.46% (+10%)

3% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 73

1% less capital invested

Capital invested by funds: $724M → $717M (-$6.96M)

3% less funds holding

Funds holding: 223 → 216 (-7)

15% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 39

47% less call options, than puts

Call options by funds: $10.7M | Put options by funds: $20.2M

Holders
216
Holders Change
-7
Holders Change %
-3.14%
% of All Funds
3.15%
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
39
Calls
$10.7M
Puts
$20.2M
Net Calls
-$9.55M
Net Calls Change
+$20.7M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$22.1M
2
Man Group
Man Group
United Kingdom
+$15.2M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
+$14.1M
4
First Trust Advisors
First Trust Advisors
Illinois
+$11.1M
5
BlackRock
BlackRock
New York
+$8.81M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$7.88M
2
JP Morgan Chase
JP Morgan Chase
New York
-$5.63M
3
CSS
Cubist Systematic Strategies
Connecticut
-$2.99M
4
SSCM
Summit Street Capital Management
New York
-$2.07M
5
N
Nuveen
North Carolina
-$2.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
W
176
WealthCollab
Washington
$10.4K +$10.7K +154 New
C
177
Covestor
United Kingdom
$10K +$3.83K +55 +65%
PIM
178
Plato Investment Management
Australia
$8.94K +$9.27K +133 New
PA
179
Pineridge Advisors
Missouri
$8.84K +$9.2K +132 New
TAM
180
Tucker Asset Management
Colorado
$6.79K – – –
SIC
181
Salem Investment Counselors
North Carolina
$6.72K +$6.97K +100 New
SA
182
Scarborough Advisors
Maryland
$6.5K +$6.76K +97 New
National Bank of Canada
183
National Bank of Canada
Quebec, Canada
$6.32K -$1.04K -15 -14%
QCG
184
Quadrant Capital Group
Ohio
$6.12K -$12.7K -183 -67%
AAG
185
Armstrong Advisory Group
Massachusetts
$5.58K -$2.02K -29 -26%
TWC
186
TD Waterhouse Canada
Ontario, Canada
$4.36K – – –
Fifth Third Bancorp
187
Fifth Third Bancorp
Ohio
$4.03K -$3.97K -57 -49%
CJ
188
Caitlin John
Michigan
$3.85K +$3.97K +57 New
PA
189
PSI Advisors
Florida
$3.63K – – –
ASN
190
Advisory Services Network
Georgia
$2.69K +$2.79K +40 New
LWA
191
Lowe Wealth Advisors
Maryland
$2.02K – – –
Federated Hermes
192
Federated Hermes
Pennsylvania
$1.75K -$139 -2 -7%
TIM
193
Tortoise Investment Management
New York
$1.68K – – –
LC
194
Lindbrook Capital
California
$1.55K -$1.88K -27 -54%
GI
195
GAMMA Investing
California
$1.53K +$1.95K +28 New
MPWT
196
MassMutual Private Wealth & Trust
Connecticut
$1.48K +$139 +2 +10%
AT
197
Arlington Trust
Alabama
$1.01K +$1.04K +15 New
FFA
198
Farther Finance Advisors
California
$941 -$627 -9 -39%
EWA
199
EverSource Wealth Advisors
Alabama
$941 +$975 +14 New
MRCM
200
M&R Capital Management
New Jersey
$912 +$70 +1 +8%
6 7
8
9 10

MED Hedge Fund Activity: Q4 2023 in Review

216 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Medifast (MED) for Q4 2023, worth a combined $717M — down 0.96% from $724M a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of MED and 33 opened new positions — a net loss of 6 holders — while 73 trimmed existing stakes and 75 added.

The largest buyer was Morgan Stanley, adding an estimated $22.1M. The largest seller was Millennium Management, cutting an estimated $7.88M.

  • 216 institutional investors held Medifast (MED) as of Q4 2023, down from 223 in Q3 2023.
  • Funds reported $717M of Medifast stock for Q4 2023, down 0.96% quarter-over-quarter.
  • 33 funds opened new Medifast positions in Q4 2023 and 39 closed out, a net change of -6 holders.
  • The largest Medifast buyer in Q4 2023 was Morgan Stanley, an estimated $22.1M added.
  • The largest Medifast seller in Q4 2023 was Millennium Management, an estimated $7.88M sold.

Based on aggregated 13F filings for Q4 2023.