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Medifast

264 hedge funds and large institutions have $1.03B invested in Medifast in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 91 increasing their positions, 95 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.26% more ownership

Funds ownership: 84.15%86.41% (+2.3%)

4% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 95

7% less funds holding

Funds holding: 284264 (-20)

17% less call options, than puts

Call options by funds: $8.45M | Put options by funds: $10.1M

30% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 57

41% less capital invested

Capital invested by funds: $1.75B → $1.03B (-$716M)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
264
Holders Change
-20
Holders Change %
-7.04%
% of All Funds
4.55%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
40
Increased
91
Reduced
95
Closed
57
Calls
$8.45M
Puts
$10.1M
Net Calls
-$1.69M
Net Calls Change
+$337K
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
201
Wipfli Financial Advisors
Wisconsin
$70K +$91.3K +637 New
Macquarie Group
202
Macquarie Group
Australia
$64K -$20.9K -146 -25%
HI
203
Harbour Investments
Wisconsin
$46K
SOW
204
State of Wyoming
Wyoming
$44K +$9.31K +65 +19%
IA
205
IFP Advisors
Florida
$43K +$716 +5 +3%
Ohio Public Employees Retirement System (OPERS)
206
Ohio Public Employees Retirement System (OPERS)
Ohio
$42K +$8.88K +62 +19%
LSA
207
Leonteq Securities AG
Switzerland
$32.5K
APA
208
American Portfolios Advisors
New York
$32.2K
JEST
209
JTC Employer Solutions Trustee
Jersey
$30K
SWA
210
Sutton Wealth Advisors
Florida
$29.1K +$5.16K +36 +15%
CCM
211
Copeland Capital Management
Pennsylvania
$28K +$37.7K +263 New
US Bancorp
212
US Bancorp
Minnesota
$25K +$3.58K +25 +12%
CM
213
Cornerstone Management
Georgia
$24.9K +$33K +230 New
FFC
214
First Financial Corp
Indiana
$22K
QCG
215
Quadrant Capital Group
Ohio
$22K +$26.9K +188 +989%
ETC
216
Exchange Traded Concepts
Oklahoma
$20K +$10K +70 +59%
FCA
217
FinTrust Capital Advisors
South Carolina
$19K +$860 +6 +4%
SSB
218
Sandy Spring Bank
Maryland
$17K
AssetMark Inc
219
AssetMark Inc
California
$17K +$6.59K +46 +42%
Baillie Gifford & Co
220
Baillie Gifford & Co
United Kingdom
$13K -$1.72K -12 -9%
CJL
221
Cyrus J. Lawrence
New York
$13K
TAM
222
Tucker Asset Management
Colorado
$11.8K
BWL
223
Bogart Wealth LLC
Virginia
$11K
MCC
224
Money Concepts Capital
Florida
$11K
S
225
SignatureFD
Georgia
$9K +$3.01K +21 +34%