Medifast
MED
127 hedge funds and large institutions have $315M invested in Medifast in 2015 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 39 reducing their positions, and 10 closing their positions.
106% more call options, than puts
Call options by funds: $247K | Put options by funds: $120K
40% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 10
33% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 39
2% more funds holding
Funds holding: 124 → 127 (+3)
0.47% more ownership
Funds ownership: 86.05% → 86.52% (+0.47%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
10% less capital invested
Capital invested by funds: $348M → $315M (-$33.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$2.64M |
| 2 |
Renaissance Technologies
New York
|
+$2.29M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
+$1.36M |
| 4 |
MC
Menta Capital
San Francisco,
California
|
+$1.35M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$1.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$3.08M |
| 2 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
-$2.44M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
-$2.1M |
| 4 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
-$1.47M |
| 5 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
-$1.03M |
MED Hedge Fund Activity: Q1 2015 in Review
127 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Medifast (MED) for Q1 2015, worth a combined $315M — down 9.5% from $348M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new MED positions and 10 closed out — a net gain of 4 holders — while 52 added to existing stakes and 39 trimmed.
The largest buyer was Barrow, Hanley, Mewhinney & Strauss, opening a new position worth an estimated $2.64M. The largest seller was Kennedy Capital Management, cutting an estimated $3.08M.
- 127 institutional investors held Medifast (MED) as of Q1 2015, up from 124 in Q4 2014.
- Funds reported $315M of Medifast stock for Q1 2015, down 9.5% quarter-over-quarter.
- 14 funds opened new Medifast positions in Q1 2015 and 10 closed out, a net change of +4 holders.
- The largest Medifast buyer in Q1 2015 was Barrow, Hanley, Mewhinney & Strauss, an estimated $2.64M added.
- The largest Medifast seller in Q1 2015 was Kennedy Capital Management, an estimated $3.08M sold.
Based on aggregated 13F filings for Q1 2015.