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Medifast

219 hedge funds and large institutions have $1.46B invested in Medifast in 2019 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 68 increasing their positions, 82 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

8% more capital invested

Capital invested by funds: $1.36B → $1.46B (+$103M)

4.04% more ownership

Funds ownership: 110.78%114.82% (+4%)

8% less funds holding

Funds holding: 239219 (-20)

17% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 82

21% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 53

74% less call options, than puts

Call options by funds: $23.2M | Put options by funds: $89.2M

Holders
219
Holders Change
-20
Holders Change %
-8.37%
% of All Funds
4.32%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.1%
New
42
Increased
68
Reduced
82
Closed
53
Calls
$23.2M
Puts
$89.2M
Net Calls
-$66M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$188M -$11.3M -117,099 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$149M -$1.89M -19,482 -1%
EC
3
Engaged Capital
California
$127M +$62.7M +647,853 +126%
Renaissance Technologies
4
Renaissance Technologies
New York
$102M +$1.03M +10,600 +1%
MVP
5
Miller Value Partners
Florida
$101M +$23.7M +244,609 +36%
CS
6
Credit Suisse
Switzerland
$60.5M +$52.6M +543,066 +5,733%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$57.6M -$3.53M -36,526 -6%
RHJA
8
Rice Hall James & Associates
California
$46.7M +$8.14M +84,082 +25%
PAMU
9
Pictet Asset Management (UK)
United Kingdom
$43.1M +$19.4K +200 +0.1%
State Street
10
State Street
Massachusetts
$36.7M -$509K -5,255 -2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$27.5M +$5.45M +56,297 +29%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$26.8M -$4.13M -42,690 -15%
Principal Financial Group
13
Principal Financial Group
Iowa
$20.1M -$3.3M -34,111 -16%
LOAMU
14
Lombard Odier Asset Management (USA)
New York
$19.4M +$17.1M +176,637 New
Ameriprise
15
Ameriprise
Minnesota
$18.7M +$3.55M +36,640 +27%
Man Group
16
Man Group
United Kingdom
$18.4M +$1.95M +20,112 +14%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$17.5M -$2.06M -21,266 -12%
Northern Trust
18
Northern Trust
Illinois
$17M -$979K -10,111 -6%
1M
19
13D Management
New York
$16.5M +$14.6M +150,490 New
Norges Bank
20
Norges Bank
Norway
$15.2M +$2.72M +28,111 +25%
Goldman Sachs
21
Goldman Sachs
New York
$15M +$5.65M +58,343 +74%
NCM
22
Nantahala Capital Management
Connecticut
$14.2M +$832K +8,593 +7%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$13.8M +$2.08M +21,482 +21%
Citadel Advisors
24
Citadel Advisors
Florida
$13.5M -$3.01M -31,083 -20%
Millennium Management
25
Millennium Management
New York
$13.1M +$9.39M +96,983 +429%