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Medifast

284 hedge funds and large institutions have $1.75B invested in Medifast in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 105 increasing their positions, 94 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 94

3% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 33

3% more capital invested

Capital invested by funds: $1.7B → $1.75B (+$51.1M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1% less funds holding

Funds holding: 288284 (-4)

1.88% less ownership

Funds ownership: 86.03%84.15% (-1.9%)

17% less call options, than puts

Call options by funds: $10.1M | Put options by funds: $12.1M

Holders
284
Holders Change
-4
Holders Change %
-1.39%
% of All Funds
4.78%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
34
Increased
105
Reduced
94
Closed
33
Calls
$10.1M
Puts
$12.1M
Net Calls
-$2.03M
Net Calls Change
+$4.34M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$363M -$21.8M -121,710 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$291M +$15.9M +88,756 +6%
Renaissance Technologies
3
Renaissance Technologies
New York
$137M -$1.95M -10,900 -1%
State Street
4
State Street
Massachusetts
$68.8M +$609K +3,404 +0.9%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$61.3M -$1.24M -6,955 -2%
RHJA
6
Rice Hall James & Associates
California
$56.9M -$1.91M -10,682 -3%
Principal Financial Group
7
Principal Financial Group
Iowa
$43.8M +$4.41M +24,654 +11%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$39.5M +$3.52M +19,684 +10%
NPIC
9
Neumeier Poma Investment Counsel
California
$37.4M +$6M +33,525 +19%
PAMS
10
Pictet Asset Management (Switzerland)
Switzerland
$32.9M -$5.07M -28,350 -13%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$32.6M -$292K -1,634 -0.9%
American Century Companies
12
American Century Companies
Missouri
$30.7M +$19.1M +106,840 +169%
Morgan Stanley
13
Morgan Stanley
New York
$27.5M +$13.7M +76,560 +101%
LOAMS
14
Lombard Odier Asset Management (Switzerland)
Switzerland
$27.1M -$4.47M -25,000 -14%
Victory Capital Management
15
Victory Capital Management
Texas
$23.3M +$10.3M +57,300 +80%
Northern Trust
16
Northern Trust
Illinois
$22.9M -$770K -4,304 -3%
Norges Bank
17
Norges Bank
Norway
$19.7M -$2.99M -16,720 -13%
Charles Schwab
18
Charles Schwab
California
$18.6M +$558K +3,121 +3%
GEH
19
General Equity Holdings
New York
$15.8M -$1.16M -6,465 -7%
Allianz Asset Management
20
Allianz Asset Management
Germany
$15.5M +$739K +4,131 +5%
Ameriprise
21
Ameriprise
Minnesota
$14.3M +$4.81M +26,868 +50%
N
22
Nuveen
North Carolina
$13.7M -$2.75M -15,373 -17%
First Trust Advisors
23
First Trust Advisors
Illinois
$13.1M +$968K +5,409 +8%
2L
24
22NW LP
Washington
$11.9M
Citadel Advisors
25
Citadel Advisors
Florida
$10.9M +$2.28M +12,742 +27%