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Medifast
MED

Overview Fund Activity

222 hedge funds and large institutions have $724M invested in Medifast in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 72 increasing their positions, 84 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
-14
Holders Change %
-5.93%
% of All Funds
3.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
72
Reduced
84
Closed
42
Calls
$8.82M
Puts
$39.1M
Net Calls
-$30.2M
Net Calls Change
-$10.9M

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
$24M
2
Citadel Advisors
Citadel Advisors
Florida
$18.4M
3
Renaissance Technologies
Renaissance Technologies
New York
$56.5M
4
First Trust Advisors
First Trust Advisors
Illinois
$17.8M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$9.7M

Top Sellers

1
Man Group
Man Group
United Kingdom
$12.8M
2
Morgan Stanley
Morgan Stanley
New York
$16.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
$118M
4
CSS
Cubist Systematic Strategies
Connecticut
$2.99M
5
Victory Capital Management
Victory Capital Management
Texas
$1.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
201
PSI Advisors
Florida
$4.04K – – –
LC
202
Lindbrook Capital
California
$3.74K -$4.34K -58 -54%
LWA
203
Lowe Wealth Advisors
Maryland
$2.25K – – –
LFA
204
LGT Financial Advisors
Texas
$2.17K +$2.17K +29 New
Federated Hermes
205
Federated Hermes
Pennsylvania
$2.1K -$374 -5 -15%
TIM
206
Tortoise Investment Management
New York
$1.87K – – –
FFA
207
Farther Finance Advisors
California
$1.72K +$299 +4 +21%
MPWT
208
MassMutual Private Wealth & Trust
Connecticut
$1.5K -$374 -5 -20%
UB
209
UMB Bank
Missouri
$1.35K – – –
MRCM
210
M&R Capital Management
New Jersey
$1K – – –
Bessemer Group
211
Bessemer Group
New Jersey
$1K – – –
GRP
212
Global Retirement Partners
California
$818 – – –
GEA
213
Glen Eagle Advisors
New Jersey
$733 – – –
VCM
214
Versant Capital Management
Arizona
$674 -$1.72K -23 -72%
BAAM
215
Baker Avenue Asset Management
California
$674 -$300 -4 -31%
FMII
216
Farmers & Merchants Investments Inc
Nebraska
$599 – – –
GJIA
217
Glass Jacobson Investment Advisors
Maryland
$524 – – –
FHA
218
First Horizon Advisors
Tennessee
$524 – – –
YAL
219
Your Advocates Ltd
Texas
$524 +$524 +7 New
AF
220
Allworth Financial
California
$225 -$450 -6 -67%
AWM
221
Abound Wealth Management
Tennessee
$225 – – –
KFS
222
Kelly Financial Services
Massachusetts
$167 – – –
GWS
223
Glassman Wealth Services
Virginia
$150 – – –
Wellington Management Group
224
Wellington Management Group
Massachusetts
– -$2.9M -31,509 Closed
DIA
225
Dean Investment Associates
Ohio
– -$2.79M -30,228 Closed
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