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Medifast

216 hedge funds and large institutions have $717M invested in Medifast in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 75 increasing their positions, 73 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

10.27% more ownership

Funds ownership: 87.19%97.46% (+10%)

3% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 73

1% less capital invested

Capital invested by funds: $724M → $717M (-$6.96M)

3% less funds holding

Funds holding: 223216 (-7)

15% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 39

47% less call options, than puts

Call options by funds: $10.7M | Put options by funds: $20.2M

Holders
216
Holders Change
-7
Holders Change %
-3.14%
% of All Funds
3.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
75
Reduced
73
Closed
39
Calls
$10.7M
Puts
$20.2M
Net Calls
-$9.55M
Net Calls Change
+$20.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$121M +$8.81M +126,520 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$113M +$7.92M +113,734 +7%
Renaissance Technologies
3
Renaissance Technologies
New York
$50.9M +$237K +3,400 +0.5%
Morgan Stanley
4
Morgan Stanley
New York
$36.1M +$22.1M +316,628 +143%
Pacer Advisors
5
Pacer Advisors
Pennsylvania
$35.1M +$14.1M +201,752 +63%
State Street
6
State Street
Massachusetts
$28.7M +$3.09M +44,371 +12%
First Trust Advisors
7
First Trust Advisors
Illinois
$26.7M +$11.1M +159,817 +67%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$20.9M -$1.03M -14,774 -5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$16.6M +$748K +10,734 +5%
Citadel Advisors
10
Citadel Advisors
Florida
$15.6M -$942K -13,516 -6%
Man Group
11
Man Group
United Kingdom
$14.7M +$15.2M +218,224 New
Bank of New York Mellon
12
Bank of New York Mellon
New York
$13.5M +$468K +6,718 +3%
Charles Schwab
13
Charles Schwab
California
$12.5M +$1.4M +20,034 +12%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$11.2M +$2.28M +32,740 +24%
American Century Companies
15
American Century Companies
Missouri
$9.4M +$5.23M +75,105 +116%
Jacobs Levy Equity Management
16
Jacobs Levy Equity Management
New Jersey
$8.7M -$17.1K -245 -0.2%
Northern Trust
17
Northern Trust
Illinois
$8.44M -$40.8K -586 -0.5%
AQR Capital Management
18
AQR Capital Management
Connecticut
$7.42M -$784K -11,255 -9%
UBS Group
19
UBS Group
Switzerland
$6.19M +$1.13M +16,260 +21%
Ameriprise
20
Ameriprise
Minnesota
$6.14M +$198K +2,843 +3%
Invesco
21
Invesco
Georgia
$5.91M +$58.2K +836 +1%
Prudential Financial
22
Prudential Financial
New Jersey
$5.65M +$4.97M +71,298 +561%
RAG
23
RIA Advisory Group
Iowa
$5.02M +$1.18M +16,914 New
JP Morgan Chase
24
JP Morgan Chase
New York
$4.78M -$5.63M -80,859 -53%
Norges Bank
25
Norges Bank
Norway
$4.78M -$551K -7,913 -10%

MED Hedge Fund Activity: Q4 2023 in Review

216 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Medifast (MED) for Q4 2023, worth a combined $717M — down 0.96% from $724M a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of MED and 33 opened new positions — a net loss of 6 holders — while 73 trimmed existing stakes and 75 added.

The largest buyer was Morgan Stanley, adding an estimated $22.1M. The largest seller was Millennium Management, cutting an estimated $7.88M.

  • 216 institutional investors held Medifast (MED) as of Q4 2023, down from 223 in Q3 2023.
  • Funds reported $717M of Medifast stock for Q4 2023, down 0.96% quarter-over-quarter.
  • 33 funds opened new Medifast positions in Q4 2023 and 39 closed out, a net change of -6 holders.
  • The largest Medifast buyer in Q4 2023 was Morgan Stanley, an estimated $22.1M added.
  • The largest Medifast seller in Q4 2023 was Millennium Management, an estimated $7.88M sold.

Based on aggregated 13F filings for Q4 2023.