We are live on ! Find out more
MED icon

Medifast

225 hedge funds and large institutions have $1,000M invested in Medifast in 2018 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 66 increasing their positions, 75 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 23

36% more capital invested

Capital invested by funds: $736M → $1,000M (+$264M)

22% more call options, than puts

Call options by funds: $6.71M | Put options by funds: $5.52M

12% more funds holding

Funds holding: 201225 (+24)

0.49% more ownership

Funds ownership: 88.36%88.85% (+0.49%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

12% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 75

Holders
225
Holders Change
+24
Holders Change %
+11.94%
% of All Funds
5.16%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
49
Increased
66
Reduced
75
Closed
23
Calls
$6.71M
Puts
$5.52M
Net Calls
+$1.19M
Net Calls Change
-$477K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$140M -$6.63M -88,777 -6%
Renaissance Technologies
2
Renaissance Technologies
New York
$92.8M +$2.7M +36,200 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$77.2M +$8.5M +113,820 +16%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$64.9M -$17.2K -230 -0%
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$42.5M -$270K -3,611 -0.8%
State Street
6
State Street
Massachusetts
$31.1M -$1.32M -17,708 -5%
Millennium Management
7
Millennium Management
New York
$27.1M +$8.81M +117,967 +69%
MWNA
8
Marshall Wace North America
New York
$20.6M +$8.85M +118,477 +116%
American Century Companies
9
American Century Companies
Missouri
$20.5M -$5.58M -74,672 -25%
Man Group
10
Man Group
United Kingdom
$18.4M +$14.7M +196,709 New
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$18.3M +$501K +6,700 +4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$17.6M +$19.8K +265 +0.1%
Principal Financial Group
13
Principal Financial Group
Iowa
$17M -$9.79K -131 -0.1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$16.4M -$166K -2,223 -1%
TCIM
15
TIAA CREF Investment Management
New York
$14.9M +$480K +6,423 +4%
Northern Trust
16
Northern Trust
Illinois
$12.7M -$92K -1,231 -0.9%
JIM
17
Jupiter Investment Management
United Kingdom
$12.3M +$1.72M +22,971 +21%
JP Morgan Chase
18
JP Morgan Chase
New York
$12.1M -$1.7M -22,703 -15%
Morgan Stanley
19
Morgan Stanley
New York
$11.9M +$3.8M +50,899 +66%
OSAM
20
O'Shaughnessy Asset Management
Connecticut
$10.3M +$61.6K +824 +0.8%
Deutsche Bank
21
Deutsche Bank
Germany
$9.65M +$3.16M +42,296 +69%
Prudential Financial
22
Prudential Financial
New Jersey
$9.65M +$6.28M +83,998 +437%
Invesco
23
Invesco
Georgia
$8.68M +$349K +4,676 +5%
WG
24
Winton Group
United Kingdom
$8.6M +$550K +7,363 +9%
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$8.01M +$106K +1,416 +2%

MED Hedge Fund Activity: Q1 2018 in Review

225 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Medifast (MED) for Q1 2018, worth a combined $1,000M — up 36% from $736M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new MED positions and 23 closed out — a net gain of 26 holders — while 66 added to existing stakes and 75 trimmed.

The largest buyer was Marshall Wace North America, adding an estimated $8.85M. The largest seller was Engaged Capital, exiting entirely with an estimated $18.5M sold.

  • 225 institutional investors held Medifast (MED) as of Q1 2018, up from 201 in Q4 2017.
  • Funds reported $1,000M of Medifast stock for Q1 2018, up 36% quarter-over-quarter.
  • 49 funds opened new Medifast positions in Q1 2018 and 23 closed out, a net change of +26 holders.
  • The largest Medifast buyer in Q1 2018 was Marshall Wace North America, an estimated $8.85M added.
  • The largest Medifast seller in Q1 2018 was Engaged Capital, an estimated $18.5M sold.

Based on aggregated 13F filings for Q1 2018.