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Medifast

251 hedge funds and large institutions have $1.53B invested in Medifast in 2019 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 78 increasing their positions, 88 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $65.4M | Put options by funds: $30.2M

27% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 37

2% more funds holding

Funds holding: 246251 (+5)

0% more capital invested

Capital invested by funds: $1.52B → $1.53B (+$7.06M)

2.65% less ownership

Funds ownership: 100.73%98.09% (-2.6%)

11% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 88

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
251
Holders Change
+5
Holders Change %
+2.03%
% of All Funds
5.45%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
47
Increased
78
Reduced
88
Closed
37
Calls
$65.4M
Puts
$30.2M
Net Calls
+$35.2M
Net Calls Change
+$30.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$219M +$2.34M +16,839 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$189M -$2.97M -21,382 -1%
Renaissance Technologies
3
Renaissance Technologies
New York
$88.6M -$22.2M -160,085 -19%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$76.9M -$5.15M -37,052 -6%
HCM
5
Hoplite Capital Management
New York
$52.5M +$20.4M +146,568 +56%
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$51.5M -$4.25M -30,590 -7%
State Street
7
State Street
Massachusetts
$45.2M +$1.15M +8,265 +2%
AAMU
8
Amundi Asset Management US
Massachusetts
$41.1M -$234K -1,688 -4%
PAMU
9
Pictet Asset Management (UK)
United Kingdom
$37.6M +$14.7M +105,886 +57%
HRCM
10
Hood River Capital Management
Florida
$31.5M +$5.63M +40,508 +20%
Principal Financial Group
11
Principal Financial Group
Iowa
$28M +$10K +72 +0%
JIM
12
Jupiter Investment Management
United Kingdom
$26.2M -$15.3M -110,483 -35%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$23.9M -$93.1K -670 -0.4%
Citadel Advisors
14
Citadel Advisors
Florida
$23.7M +$10.3M +74,297 +67%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$23.2M -$1.16M -8,378 -4%
N
16
Nuveen
North Carolina
$22.9M +$24.3M +174,829 +4,753%
Northern Trust
17
Northern Trust
Illinois
$21.1M +$224K +1,610 +1%
American Century Companies
18
American Century Companies
Missouri
$19.9M -$4.1M -29,502 -16%
Allianz Asset Management
19
Allianz Asset Management
Germany
$18.9M +$5.18M +37,293 +34%
RHJA
20
Rice Hall James & Associates
California
$18.8M +$1.4M +10,075 +7%
Norges Bank
21
Norges Bank
Norway
$18.7M +$8.15M +58,652 +67%
Ameriprise
22
Ameriprise
Minnesota
$17.5M -$1.27M -9,128 -6%
Federated Hermes
23
Federated Hermes
Pennsylvania
$16.5M -$1.01M -7,282 -5%
Charles Schwab
24
Charles Schwab
California
$15.6M +$1.72M +12,354 +11%
Millennium Management
25
Millennium Management
New York
$14.9M -$3.91M -28,136 -19%

MED Hedge Fund Activity: Q2 2019 in Review

251 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Medifast (MED) for Q2 2019, worth a combined $1.53B — up 0.46% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new MED positions and 37 closed out — a net gain of 10 holders — while 78 added to existing stakes and 88 trimmed.

The largest buyer was Nuveen, adding an estimated $24.3M. The largest seller was Renaissance Technologies, cutting an estimated $22.2M.

  • 251 institutional investors held Medifast (MED) as of Q2 2019, up from 246 in Q1 2019.
  • Funds reported $1.53B of Medifast stock for Q2 2019, up 0.46% quarter-over-quarter.
  • 47 funds opened new Medifast positions in Q2 2019 and 37 closed out, a net change of +10 holders.
  • The largest Medifast buyer in Q2 2019 was Nuveen, an estimated $24.3M added.
  • The largest Medifast seller in Q2 2019 was Renaissance Technologies, an estimated $22.2M sold.

Based on aggregated 13F filings for Q2 2019.