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Medifast

266 hedge funds and large institutions have $2.42B invested in Medifast in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 88 increasing their positions, 107 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more capital invested

Capital invested by funds: $1.69B → $2.42B (+$726M)

29% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 34

3.69% more ownership

Funds ownership: 87.68%91.36% (+3.7%)

3% more funds holding

Funds holding: 258266 (+8)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

18% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 107

39% less call options, than puts

Call options by funds: $39.4M | Put options by funds: $65.1M

Holders
266
Holders Change
+8
Holders Change %
+3.1%
% of All Funds
6.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
44
Increased
88
Reduced
107
Closed
34
Calls
$39.4M
Puts
$65.1M
Net Calls
-$25.7M
Net Calls Change
-$31.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Grantham, Mayo, Van Otterloo & Co (GMO)
201
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$288K -$770K -3,800 -75%
Creative Planning
202
Creative Planning
Kansas
$262K +$240K +1,183 New
O
203
OppenheimerFunds
New York
$261K -$82.5K -407 -26%
BDF
204
Balasa Dinverno & Foltz
$257K -$94.1K -464 -29%
CCIA
205
Campbell & Co Investment Adviser
Maryland
$244K +$223K +1,100 New
SCM
206
Shelton Capital Management
Colorado
$236K +$216K +1,065 New
QC
207
QCM Cayman
Texas
$231K +$211K +1,043 New
Zurich Cantonal Bank
208
Zurich Cantonal Bank
Switzerland
$229K +$26.6K +131 +15%
D.E. Shaw & Co
209
D.E. Shaw & Co
New York
$228K -$2.54M -12,523 -92%
CAN
210
Cetera Advisor Networks
California
$221K +$204K +1,004 New
MCIM
211
Meadow Creek Investment Management
Georgia
$220K +$61.6K +304 +44%
IAM
212
Integre Asset Management
New York
$220K +$202K +994 New
AIP
213
Ameritas Investment Partners
Nebraska
$216K
SCM
214
Stevens Capital Management
Pennsylvania
$216K +$198K +977 New
II
215
Ibex Investors
Colorado
$210K -$333K -1,641 -63%
GT
216
Glenmede Trust
Pennsylvania
$204K +$93.1K +459 +98%
AIM
217
Advantage Investment Management
Iowa
$203K +$186K +917 New
VIA
218
Vident Investment Advisory
Georgia
$201K +$184K +909 New
TFA
219
Toth Financial Advisory
Virginia
$186K
Victory Capital Management
220
Victory Capital Management
Texas
$184K -$1.39M -6,834 -89%
PNC Financial Services Group
221
PNC Financial Services Group
Pennsylvania
$184K -$19.5K -96 -10%
CG
222
Cutler Group
California
$177K +$162K +800 New
First Manhattan
223
First Manhattan
New York
$155K
MOACM
224
Mutual of America Capital Management
New York
$150K +$7.7K +38 +6%
STA
225
Summit Trail Advisors
New York
$123K +$20.9K +103 +23%

MED Hedge Fund Activity: Q3 2018 in Review

266 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Medifast (MED) for Q3 2018, worth a combined $2.42B — up 43% from $1.69B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new MED positions and 34 closed out — a net gain of 10 holders — while 88 added to existing stakes and 107 trimmed.

The largest buyer was Vanguard Group, adding an estimated $61.1M. The largest seller was Teachers Advisors, cutting an estimated $16.6M.

  • 266 institutional investors held Medifast (MED) as of Q3 2018, up from 258 in Q2 2018.
  • Funds reported $2.42B of Medifast stock for Q3 2018, up 43% quarter-over-quarter.
  • 44 funds opened new Medifast positions in Q3 2018 and 34 closed out, a net change of +10 holders.
  • The largest Medifast buyer in Q3 2018 was Vanguard Group, an estimated $61.1M added.
  • The largest Medifast seller in Q3 2018 was Teachers Advisors, an estimated $16.6M sold.

Based on aggregated 13F filings for Q3 2018.