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Medifast

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 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

10.27% more ownership

Funds ownership: 87.19%97.46% (+10%)

3% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 73

1% less capital invested

Capital invested by funds: $724M → $717M (-$6.96M)

3% less funds holding

Funds holding: 223216 (-7)

15% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 39

47% less call options, than puts

Call options by funds: $10.7M | Put options by funds: $20.2M

Holders
216
Holders Change
-7
Holders Change %
-3.14%
% of All Funds
3.15%
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
39
Calls
$10.7M
Puts
$20.2M
Net Calls
-$9.55M
Net Calls Change
+$20.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
201
Creekmur Asset Management
Illinois
$874 +$906 +13 New
GEA
202
Glen Eagle Advisors
New Jersey
$674
GRP
203
Global Retirement Partners
California
$625
AF
204
Advisornet Financial
Minnesota
$605 +$627 +9 New
FMII
205
Farmers & Merchants Investments Inc
Nebraska
$538
YAL
206
Your Advocates Ltd
Texas
$482
FHA
207
First Horizon Advisors
Tennessee
$471
GJIA
208
Glass Jacobson Investment Advisors
Maryland
$471
PWMG
209
Private Wealth Management Group
New Jersey
$471 +$488 +7 New
AAP
210
Arax Advisory Partners
Colorado
$404 +$418 +6 New
GWS
211
Glassman Wealth Services
Virginia
$269 +$139 +2 +100%
VCM
212
Versant Capital Management
Arizona
$202 -$418 -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 -$6.48K -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

MED Hedge Fund Activity: Q4 2023 in Review

216 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Medifast (MED) for Q4 2023, worth a combined $717M — down 0.96% from $724M a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of MED and 33 opened new positions — a net loss of 6 holders — while 73 trimmed existing stakes and 75 added.

The largest buyer was Morgan Stanley, adding an estimated $22.1M. The largest seller was Millennium Management, cutting an estimated $7.88M.

  • 216 institutional investors held Medifast (MED) as of Q4 2023, down from 223 in Q3 2023.
  • Funds reported $717M of Medifast stock for Q4 2023, down 0.96% quarter-over-quarter.
  • 33 funds opened new Medifast positions in Q4 2023 and 39 closed out, a net change of -6 holders.
  • The largest Medifast buyer in Q4 2023 was Morgan Stanley, an estimated $22.1M added.
  • The largest Medifast seller in Q4 2023 was Millennium Management, an estimated $7.88M sold.

Based on aggregated 13F filings for Q4 2023.