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Medifast

140 hedge funds and large institutions have $175M invested in Medifast in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 30 increasing their positions, 54 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $11.1M | Put options by funds: $5.04M

11% less funds holding

Funds holding: 158140 (-18)

11.57% less ownership

Funds ownership: 95.33%83.76% (-12%)

23% less capital invested

Capital invested by funds: $228M → $175M (-$52.1M)

44% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 39

44% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 54

Holders
140
Holders Change
-18
Holders Change %
-11.39%
% of All Funds
2.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
30
Reduced
54
Closed
39
Calls
$11.1M
Puts
$5.04M
Net Calls
+$6.04M
Net Calls Change
+$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$19.3M +$917K +47,600 +5%
BlackRock
2
BlackRock
New York
$16.8M +$904K +46,909 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$13.9M +$55K +2,853 +0.4%
AQR Capital Management
4
AQR Capital Management
Connecticut
$7.36M -$103K -5,353 -1%
Morgan Stanley
5
Morgan Stanley
New York
$6.14M -$304K -15,753 -5%
Bank of America
6
Bank of America
North Carolina
$6.02M +$530K +27,504 +10%
Hotchkis & Wiley Capital Management
7
Hotchkis & Wiley Capital Management
California
$5.64M -$540K -28,000 -9%
Goldman Sachs
8
Goldman Sachs
New York
$5.47M +$2.22M +115,265 +68%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$5.45M -$1.03M -53,380 -16%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$4.68M -$700K -36,328 -13%
American Century Companies
11
American Century Companies
Missouri
$4.52M +$720K +37,389 +19%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$4.46M -$742K -38,503 -14%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$4.44M -$1.94M -100,583 -30%
Federated Hermes
14
Federated Hermes
Pennsylvania
$4.15M +$34.9K +1,809 +0.8%
State Street
15
State Street
Massachusetts
$4.15M -$228K -11,842 -5%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$4.09M -$33.9K -1,757 -0.8%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$4M -$2.49M -129,025 -38%
Two Sigma Investments
18
Two Sigma Investments
New York
$3.99M +$324K +16,805 +9%
Man Group
19
Man Group
United Kingdom
$3.94M -$692K -35,900 -15%
Jacobs Levy Equity Management
20
Jacobs Levy Equity Management
New Jersey
$3.24M +$401K +20,832 +14%
Jane Street
21
Jane Street
New York
$3.08M -$1.96M -101,761 -39%
Charles Schwab
22
Charles Schwab
California
$2.84M -$527K -27,336 -16%
QOP
23
Quinn Opportunity Partners
Virginia
$2.24M +$2.25M +116,985 New
Two Sigma Advisers
24
Two Sigma Advisers
New York
$2.22M +$30.8K +1,600 +1%
ZDA
25
Zweig-DiMenna Associates
New York
$2.15M

MED Hedge Fund Activity: Q3 2024 in Review

140 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Medifast (MED) for Q3 2024, worth a combined $175M — down 23% from $228M a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of MED and 22 opened new positions — a net loss of 17 holders — while 54 trimmed existing stakes and 30 added.

The largest buyer was Quinn Opportunity Partners, opening a new position worth an estimated $2.25M. The largest seller was Millennium Management, cutting an estimated $7.96M.

  • 140 institutional investors held Medifast (MED) as of Q3 2024, down from 158 in Q2 2024.
  • Funds reported $175M of Medifast stock for Q3 2024, down 23% quarter-over-quarter.
  • 22 funds opened new Medifast positions in Q3 2024 and 39 closed out, a net change of -17 holders.
  • The largest Medifast buyer in Q3 2024 was Quinn Opportunity Partners, an estimated $2.25M added.
  • The largest Medifast seller in Q3 2024 was Millennium Management, an estimated $7.96M sold.

Based on aggregated 13F filings for Q3 2024.