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Medifast
MED

Overview Fund Activity

216 hedge funds and large institutions have $717M invested in Medifast in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 75 increasing their positions, 73 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
-6
Holders Change %
-2.7%
% of All Funds
3.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
33
Increased
75
Reduced
73
Closed
38
Calls
$10.7M
Puts
$20.2M
Net Calls
-$9.55M
Net Calls Change
+$20.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$36.1M
2
Man Group
Man Group
United Kingdom
$14.7M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
$35.1M
4
First Trust Advisors
First Trust Advisors
Illinois
$26.7M
5
BlackRock
BlackRock
New York
$121M

Top Sellers

1
Millennium Management
Millennium Management
New York
$2.87M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.78M
3
CSS
Cubist Systematic Strategies
Connecticut
$0
4
SSCM
Summit Street Capital Management
New York
$1.98M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$3.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
201
Creekmur Asset Management
Illinois
$874 +$874 +13 New
GEA
202
Glen Eagle Advisors
New Jersey
$674 – – –
GRP
203
Global Retirement Partners
California
$625 – – –
AF
204
Advisornet Financial
Minnesota
$605 +$605 +9 New
FMII
205
Farmers & Merchants Investments Inc
Nebraska
$538 – – –
YAL
206
Your Advocates Ltd
Texas
$482 – – –
GJIA
207
Glass Jacobson Investment Advisors
Maryland
$471 – – –
FHA
208
First Horizon Advisors
Tennessee
$471 – – –
PWMG
209
Private Wealth Management Group
New Jersey
$471 +$471 +7 New
AAP
210
Arax Advisory Partners
Colorado
$404 +$404 +6 New
GWS
211
Glassman Wealth Services
Virginia
$269 +$135 +2 +100%
VCM
212
Versant Capital Management
Arizona
$202 -$404 -6 -67%
AWM
213
Abound Wealth Management
Tennessee
$202 – – –
AF
214
Allworth Financial
California
$202 – – –
KFS
215
Kelly Financial Services
Massachusetts
$154 – – –
PFBT
216
Parkside Financial Bank & Trust
Missouri
$135 -$6.28K -93 -98%
CSS
217
Cubist Systematic Strategies
Connecticut
– -$2.99M -39,911 Closed
Marshall Wace
218
Marshall Wace
United Kingdom
– -$936K -12,500 Closed
OQS
219
Occudo Quantitative Strategies
Florida
– -$908K -12,125 Closed
CM
220
Capula Management
Cayman Islands
– -$778K -10,400 Closed
LOAMU
221
Lombard Odier Asset Management (USA)
New York
– -$637K -8,504 Closed
RA
222
Royce & Associates
New York
– -$633K -8,462 Closed
DTL
223
Dynamic Technology Lab
Singapore
– -$574K -7,667 Closed
Schroder Investment Management Group
224
Schroder Investment Management Group
United Kingdom
– -$548K -7,325 Closed
COPPSERS
225
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
– -$545K -7,280 Closed
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