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Medifast

236 hedge funds and large institutions have $892M invested in Medifast in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 88 increasing their positions, 80 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
-30
Holders Change %
-11.28%
% of All Funds
3.72%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
31
Increased
88
Reduced
80
Closed
61
Calls
$10.9M
Puts
$30.3M
Net Calls
-$19.3M
Net Calls Change
-$11.3M
Name Holding Trade Value Shares
Change
Shares
Change %
RTC
201
Riverview Trust Company
Washington
$14.4K +$14.4K +156 New
TWC
202
TD Waterhouse Canada
Ontario, Canada
$10.2K -$6K -64 -37%
BTI
203
Blue Trust Inc
Georgia
$10K +$9.57K +88 +2,200%
LC
204
Lindbrook Capital
California
$9.95K +$8.29K +90 +500%
TAM
205
Tucker Asset Management
Colorado
$9.31K
Fisher Asset Management
206
Fisher Asset Management
Washington
$8.39K
AAG
207
Armstrong Advisory Group
Massachusetts
$7.65K
QL
208
Quarry LP
New York
$7.56K +$7.56K +82 New
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$6.18K +$3.32K +36 +116%
PA
210
PSI Advisors
Florida
$4.98K +$829 +9 +20%
DCM
211
Davidson Capital Management
Texas
$3.87K +$922 +10 +31%
Federated Hermes
212
Federated Hermes
Pennsylvania
$3.04K -$829 -9 -21%
VCM
213
Versant Capital Management
Arizona
$2.95K +$2.03K +22 +220%
LWA
214
Lowe Wealth Advisors
Maryland
$2.77K
TIM
215
Tortoise Investment Management
New York
$2.3K
MPWT
216
MassMutual Private Wealth & Trust
Connecticut
$2.3K +$1.11K +12 +92%
FFA
217
Farther Finance Advisors
California
$1.75K
UB
218
UMB Bank
Missouri
$1.66K
MRCM
219
M&R Capital Management
New Jersey
$1.23K
BAAM
220
Baker Avenue Asset Management
California
$1.2K +$1.01K +11 +550%
PFBT
221
Parkside Financial Bank & Trust
Missouri
$1.11K -$92 -1 -8%
GRP
222
Global Retirement Partners
California
$1.02K
Bessemer Group
223
Bessemer Group
New Jersey
$1K +$1K +15 New
GEA
224
Glen Eagle Advisors
New Jersey
$889 +$89 +1 +11%
AF
225
Allworth Financial
California
$830