We are live on ! Find out more
MED icon

Medifast

240 hedge funds and large institutions have $1.65B invested in Medifast in 2020 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 69 increasing their positions, 91 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

462% more call options, than puts

Call options by funds: $68M | Put options by funds: $12.1M

55% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 29

7% more funds holding

Funds holding: 224240 (+16)

2% less capital invested

Capital invested by funds: $1.69B → $1.65B (-$37M)

17.74% less ownership

Funds ownership: 103.17%85.43% (-18%)

24% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 91

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
240
Holders Change
+16
Holders Change %
+7.14%
% of All Funds
4.84%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.1%
New
45
Increased
69
Reduced
91
Closed
29
Calls
$68M
Puts
$12.1M
Net Calls
+$55.9M
Net Calls Change
+$220M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$273M -$10.2M -62,040 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$188M -$11.4M -69,469 -6%
Renaissance Technologies
3
Renaissance Technologies
New York
$163M +$12.1M +73,600 +8%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$74.1M -$3.24M -19,681 -4%
RHJA
5
Rice Hall James & Associates
California
$68.7M +$2.98M +18,099 +5%
State Street
6
State Street
Massachusetts
$56.6M -$1.24M -7,508 -2%
EC
7
Engaged Capital
California
$44M -$147M -892,833 -77%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$37.5M -$1.1M -6,671 -3%
Principal Financial Group
9
Principal Financial Group
Iowa
$33.9M +$1.24M +7,517 +4%
MVP
10
Miller Value Partners
Florida
$33.8M -$58.2M -353,675 -63%
Two Sigma Investments
11
Two Sigma Investments
New York
$31.6M +$30.4M +184,415 +2,383%
Schroder Investment Management Group
12
Schroder Investment Management Group
United Kingdom
$31M +$13.6M +82,876 +79%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$27.6M -$718K -4,361 -3%
Northern Trust
14
Northern Trust
Illinois
$26.8M -$1.62M -9,852 -6%
Norges Bank
15
Norges Bank
Norway
$26.1M -$344K -2,092 -1%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$25.8M -$4.93M -29,925 -16%
PAMU
17
Pictet Asset Management (UK)
United Kingdom
$24.5M -$4.33M -26,274 -15%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$23.2M +$15.6M +94,852 +206%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$17.9M +$17.9M +109,000 New
Jacobs Levy Equity Management
20
Jacobs Levy Equity Management
New Jersey
$17.3M +$7.24M +43,962 +72%
Ameriprise
21
Ameriprise
Minnesota
$16M -$5.42M -32,922 -25%
Charles Schwab
22
Charles Schwab
California
$15.8M -$3.38M -20,500 -18%
N
23
Nuveen
North Carolina
$14.4M +$85.6K +520 +0.6%
Man Group
24
Man Group
United Kingdom
$13.8M +$3.86M +23,414 +39%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$12M +$7.45M +45,224 +160%

MED Hedge Fund Activity: Q3 2020 in Review

240 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Medifast (MED) for Q3 2020, worth a combined $1.65B — down 2.2% from $1.69B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new MED positions and 29 closed out — a net gain of 16 holders — while 69 added to existing stakes and 91 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $30.4M. The largest seller was Engaged Capital, cutting an estimated $147M.

  • 240 institutional investors held Medifast (MED) as of Q3 2020, up from 224 in Q2 2020.
  • Funds reported $1.65B of Medifast stock for Q3 2020, down 2.2% quarter-over-quarter.
  • 45 funds opened new Medifast positions in Q3 2020 and 29 closed out, a net change of +16 holders.
  • The largest Medifast buyer in Q3 2020 was Two Sigma Investments, an estimated $30.4M added.
  • The largest Medifast seller in Q3 2020 was Engaged Capital, an estimated $147M sold.

Based on aggregated 13F filings for Q3 2020.