We are live on ! Find out more
MED icon

Medifast

224 hedge funds and large institutions have $1.69B invested in Medifast in 2020 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 66 increasing their positions, 77 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

116% more capital invested

Capital invested by funds: $781M → $1.69B (+$906M)

85% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 27

11% more funds holding

Funds holding: 202224 (+22)

3.11% less ownership

Funds ownership: 106.29%103.17% (-3.1%)

14% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 77

90% less call options, than puts

Call options by funds: $18.3M | Put options by funds: $182M

Holders
224
Holders Change
+22
Holders Change %
+10.89%
% of All Funds
4.59%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.16%
New
50
Increased
66
Reduced
77
Closed
27
Calls
$18.3M
Puts
$182M
Net Calls
-$164M
Net Calls Change
-$147M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$239M +$6.28M +68,419 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$169M -$5.7M -62,122 -5%
EC
3
Engaged Capital
California
$161M
Renaissance Technologies
4
Renaissance Technologies
New York
$127M +$2.02M +22,000 +2%
MVP
5
Miller Value Partners
Florida
$77.6M -$14M -152,283 -21%
CS
6
Credit Suisse
Switzerland
$69.7M -$4.36M -47,524 -9%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$65.3M -$2.43M -26,454 -5%
RHJA
8
Rice Hall James & Associates
California
$55.4M -$1.97M -21,499 -5%
State Street
9
State Street
Massachusetts
$48.9M +$54.8K +597 +0.2%
NCM
10
Nantahala Capital Management
Connecticut
$37.9M
Bank of New York Mellon
11
Bank of New York Mellon
New York
$32.5M -$340K -3,705 -2%
Principal Financial Group
12
Principal Financial Group
Iowa
$27.5M +$2.03M +22,148 +13%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$25.9M -$1.13M -12,289 -6%
PAMU
14
Pictet Asset Management (UK)
United Kingdom
$24.3M -$8.26M -89,998 -34%
Northern Trust
15
Northern Trust
Illinois
$24M +$1.28M +13,892 +9%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$23.9M +$336K +3,664 +2%
Norges Bank
17
Norges Bank
Norway
$22.3M +$1.99M +21,672 +16%
Goldman Sachs
18
Goldman Sachs
New York
$20M -$942K -10,262 -7%
Ameriprise
19
Ameriprise
Minnesota
$18.1M -$8.93M -97,281 -43%
Morgan Stanley
20
Morgan Stanley
New York
$17.3M +$6.86M +74,716 +150%
Charles Schwab
21
Charles Schwab
California
$16.2M -$510K -5,557 -5%
Schroder Investment Management Group
22
Schroder Investment Management Group
United Kingdom
$14.6M +$2.4M +26,152 +33%
Nordea Investment Management
23
Nordea Investment Management
Sweden
$14.1M +$4.67M +50,909 +100%
LOAMU
24
Lombard Odier Asset Management (USA)
New York
$13M +$7.2M +78,470 +515%
N
25
Nuveen
North Carolina
$12.1M +$1.77M +19,304 +29%

MED Hedge Fund Activity: Q2 2020 in Review

224 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Medifast (MED) for Q2 2020, worth a combined $1.69B — up 116% from $781M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new MED positions and 27 closed out — a net gain of 23 holders — while 66 added to existing stakes and 77 trimmed.

The largest buyer was Lombard Odier Asset Management (USA), adding an estimated $7.2M. The largest seller was Miller Value Partners, cutting an estimated $14M.

  • 224 institutional investors held Medifast (MED) as of Q2 2020, up from 202 in Q1 2020.
  • Funds reported $1.69B of Medifast stock for Q2 2020, up 116% quarter-over-quarter.
  • 50 funds opened new Medifast positions in Q2 2020 and 27 closed out, a net change of +23 holders.
  • The largest Medifast buyer in Q2 2020 was Lombard Odier Asset Management (USA), an estimated $7.2M added.
  • The largest Medifast seller in Q2 2020 was Miller Value Partners, an estimated $14M sold.

Based on aggregated 13F filings for Q2 2020.