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Medifast

168 hedge funds and large institutions have $616M invested in Medifast in 2017 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 54 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $2.01M | Put options by funds: $1.24M

39% more capital invested

Capital invested by funds: $443M → $616M (+$173M)

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

4% more funds holding

Funds holding: 161168 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.57% less ownership

Funds ownership: 89.48%86.91% (-2.6%)

14% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 63

Holders
168
Holders Change
+7
Holders Change %
+4.35%
% of All Funds
4.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
54
Reduced
63
Closed
18
Calls
$2.01M
Puts
$1.24M
Net Calls
+$776K
Net Calls Change
+$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$88.6M +$5.98M +120,189 +9%
Renaissance Technologies
2
Renaissance Technologies
New York
$56.8M +$49.8K +1,000 +0.1%
EC
3
Engaged Capital
California
$46.9M
Vanguard Group
4
Vanguard Group
Pennsylvania
$41.2M +$1.84M +37,073 +6%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$39.8M +$503K +10,103 +2%
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$26.8M -$765K -15,365 -3%
State Street
7
State Street
Massachusetts
$18.6M -$413K -8,298 -3%
American Century Companies
8
American Century Companies
Missouri
$17.9M +$5.67M +113,885 +61%
KCM
9
Kennedy Capital Management
Missouri
$16.4M -$6.1M -122,659 -31%
Invesco
10
Invesco
Georgia
$14.4M -$753K -15,140 -6%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$11.8M -$871K -17,495 -8%
Principal Financial Group
12
Principal Financial Group
Iowa
$9.87M +$3.72M +74,802 +82%
JP Morgan Chase
13
JP Morgan Chase
New York
$9.47M +$5.41M +108,736 +217%
NI
14
Numeric Investors
Massachusetts
$8.95M -$2.73M -54,821 -27%
Millennium Management
15
Millennium Management
New York
$8.65M +$2.78M +55,838 +62%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$8.16M +$407K +8,177 +6%
Northern Trust
17
Northern Trust
Illinois
$8.14M -$198K -3,985 -3%
TCIM
18
TIAA CREF Investment Management
New York
$7.24M +$2.46M +49,413 +68%
AL
19
AJO LP
Pennsylvania
$7.06M -$3.05M -61,379 -34%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$6.88M -$2.29M -46,021 -28%
MWNA
21
Marshall Wace North America
New York
$6.31M +$159K +3,201 +3%
OAM
22
Oxford Asset Management
United Kingdom
$5.11M +$616K +12,378 +17%
ISL
23
Ingalls & Snyder LLC
New York
$4.88M +$498 +10 +0%
Ameriprise
24
Ameriprise
Minnesota
$4.6M -$347K -6,975 -8%
SCP
25
Seizert Capital Partners
Michigan
$4.59M -$390K -7,847 -9%