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Medifast

246 hedge funds and large institutions have $1.52B invested in Medifast in 2019 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 98 increasing their positions, 68 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 68

41% more call options, than puts

Call options by funds: $14.9M | Put options by funds: $10.5M

8% more capital invested

Capital invested by funds: $1.41B → $1.52B (+$112M)

6.03% more ownership

Funds ownership: 94.7%100.73% (+6%)

5% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 40

0% less funds holding

Funds holding: 247246 (-1)

Holders
246
Holders Change
-1
Holders Change %
-0.4%
% of All Funds
5.32%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
42
Increased
98
Reduced
68
Closed
40
Calls
$14.9M
Puts
$10.5M
Net Calls
+$4.36M
Net Calls Change
+$3.64M
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
201
JP Morgan Private Wealth Advisors
California
$204K +$203K +1,597 New
BLA
202
Balter Liquid Alternatives
Massachusetts
$191K -$423K -3,335 -69%
SDIC
203
South Dakota Investment Council
South Dakota
$186K +$185K +1,460 New
AG
204
Advisor Group
Arizona
$184K +$6.21K +49 +3%
Victory Capital Management
205
Victory Capital Management
Texas
$181K +$70.3K +554 +64%
NA
206
Neuburgh Advisers
California
$174K
Simplex Trading
207
Simplex Trading
Illinois
$156K +$156K +1,227 New
MCIM
208
Meadow Creek Investment Management
Georgia
$127K
AIP
209
Ameritas Investment Partners
Nebraska
$124K
MOACM
210
Mutual of America Capital Management
New York
$120K +$24.5K +193 +26%
AIM
211
Advantage Investment Management
Iowa
$117K
TFA
212
Toth Financial Advisory
Virginia
$107K
Zurich Cantonal Bank
213
Zurich Cantonal Bank
Switzerland
$93K -$21.6K -170 -19%
First Manhattan
214
First Manhattan
New York
$89K
PNC Financial Services Group
215
PNC Financial Services Group
Pennsylvania
$88K -$6.72K -53 -7%
LTFS
216
Ladenburg Thalmann Financial Services
Florida
$68K +$2.66K +21 +4%
ASN
217
Advisory Services Network
Georgia
$59K +$6.34K +50 +12%
US Bancorp
218
US Bancorp
Minnesota
$58K +$52K +410 +976%
PFO
219
Pathstone Family Office
New Jersey
$43K
Fidelity Investments
220
Fidelity Investments
Massachusetts
$40K -$3.3K -26 -8%
Northwestern Mutual Wealth Management
221
Northwestern Mutual Wealth Management
Wisconsin
$39K +$38.7K +305 New
SWA
222
Sutton Wealth Advisors
Florida
$29.5K
SWM
223
SeaCrest Wealth Management
New York
$19K -$507 -4 -3%
Fuller & Thaler Asset Management
224
Fuller & Thaler Asset Management
California
$18K
FHA
225
Flagship Harbor Advisors
Massachusetts
$18K +$127 +1 +0.7%

MED Hedge Fund Activity: Q1 2019 in Review

246 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Medifast (MED) for Q1 2019, worth a combined $1.52B — up 7.9% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new MED positions and 40 closed out — a net gain of 2 holders — while 98 added to existing stakes and 68 trimmed.

The largest buyer was Hoplite Capital Management, opening a new position worth an estimated $33.3M. The largest seller was Renaissance Technologies, cutting an estimated $17.7M.

  • 246 institutional investors held Medifast (MED) as of Q1 2019, down from 247 in Q4 2018.
  • Funds reported $1.52B of Medifast stock for Q1 2019, up 7.9% quarter-over-quarter.
  • 42 funds opened new Medifast positions in Q1 2019 and 40 closed out, a net change of +2 holders.
  • The largest Medifast buyer in Q1 2019 was Hoplite Capital Management, an estimated $33.3M added.
  • The largest Medifast seller in Q1 2019 was Renaissance Technologies, an estimated $17.7M sold.

Based on aggregated 13F filings for Q1 2019.