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Medifast

279 hedge funds and large institutions have $1.05B invested in Medifast in 2022 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 100 increasing their positions, 91 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 30

6% more funds holding

Funds holding: 264279 (+15)

10% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 91

1% more capital invested

Capital invested by funds: $1.03B → $1.05B (+$13.2M)

0.39% less ownership

Funds ownership: 86.41%86.02% (-0.39%)

9% less call options, than puts

Call options by funds: $10.8M | Put options by funds: $11.9M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
279
Holders Change
+15
Holders Change %
+5.68%
% of All Funds
4.48%
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
100
Reduced
91
Closed
30
Calls
$10.8M
Puts
$11.9M
Net Calls
-$1.12M
Net Calls Change
+$573K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$213M -$17.7M -152,347 -8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$193M +$11.4M +97,874 +6%
Renaissance Technologies
3
Renaissance Technologies
New York
$72.9M -$6.02M -51,700 -8%
State Street
4
State Street
Massachusetts
$43.3M -$784K -6,733 -2%
Morgan Stanley
5
Morgan Stanley
New York
$33.5M +$678K +5,826 +2%
RHJA
6
Rice Hall James & Associates
California
$31M -$439K -3,773 -1%
Principal Financial Group
7
Principal Financial Group
Iowa
$26.7M -$935K -8,031 -3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$25.2M +$91.9K +789 +0.4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$22.6M +$2.41M +20,664 +12%
PAMS
10
Pictet Asset Management (Switzerland)
Switzerland
$18.6M +$1.84M +15,763 +11%
LOAMS
11
Lombard Odier Asset Management (Switzerland)
Switzerland
$17.3M +$46.6K +400 +0.3%
Northern Trust
12
Northern Trust
Illinois
$14.5M +$484K +4,159 +3%
JP Morgan Chase
13
JP Morgan Chase
New York
$13.9M +$3.71M +31,864 +36%
Charles Schwab
14
Charles Schwab
California
$13.1M +$726K +6,236 +6%
First Trust Advisors
15
First Trust Advisors
Illinois
$12.4M -$700K -6,011 -5%
Norges Bank
16
Norges Bank
Norway
$12.2M
2L
17
22NW LP
Washington
$10.3M
N
18
Nuveen
North Carolina
$9.74M +$504K +4,328 +5%
Ameriprise
19
Ameriprise
Minnesota
$8.85M +$270K +2,323 +3%
Victory Capital Management
20
Victory Capital Management
Texas
$7.95M -$4.38M -37,603 -35%
Pacer Advisors
21
Pacer Advisors
Pennsylvania
$7.79M +$7.87M +67,568 New
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$6.83M +$160K +1,370 +2%
SFM
23
Systematic Financial Management
New Jersey
$6.61M -$686K -5,891 -9%
Invesco
24
Invesco
Georgia
$5.92M +$347K +2,983 +6%
Nordea Investment Management
25
Nordea Investment Management
Sweden
$5.89M -$272K -2,333 -4%

MED Hedge Fund Activity: Q4 2022 in Review

279 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Medifast (MED) for Q4 2022, worth a combined $1.05B — up 1.3% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new MED positions and 30 closed out — a net gain of 17 holders — while 100 added to existing stakes and 91 trimmed.

The largest buyer was Vanguard Group, adding an estimated $11.4M. The largest seller was BlackRock, cutting an estimated $17.7M.

  • 279 institutional investors held Medifast (MED) as of Q4 2022, up from 264 in Q3 2022.
  • Funds reported $1.05B of Medifast stock for Q4 2022, up 1.3% quarter-over-quarter.
  • 47 funds opened new Medifast positions in Q4 2022 and 30 closed out, a net change of +17 holders.
  • The largest Medifast buyer in Q4 2022 was Vanguard Group, an estimated $11.4M added.
  • The largest Medifast seller in Q4 2022 was BlackRock, an estimated $17.7M sold.

Based on aggregated 13F filings for Q4 2022.