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Medifast

129 hedge funds and large institutions have $157M invested in Medifast in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 46 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $7.05M | Put options by funds: $5.68M

2.2% less ownership

Funds ownership: 83.76%81.56% (-2.2%)

8% less funds holding

Funds holding: 140129 (-11)

10% less capital invested

Capital invested by funds: $175M → $157M (-$18.2M)

24% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 46

37% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 30

Holders
129
Holders Change
-11
Holders Change %
-7.86%
% of All Funds
1.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
35
Reduced
46
Closed
30
Calls
$7.05M
Puts
$5.68M
Net Calls
+$1.37M
Net Calls Change
-$4.67M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$16.2M +$803K +43,250 +5%
Renaissance Technologies
2
Renaissance Technologies
New York
$15.9M -$1.9M -102,476 -10%
Vanguard Group
3
Vanguard Group
Pennsylvania
$13.4M +$585K +31,542 +4%
Goldman Sachs
4
Goldman Sachs
New York
$6.22M +$1.25M +67,174 +24%
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$5.2M
D.E. Shaw & Co
6
D.E. Shaw & Co
New York
$5.09M +$1.48M +80,000 +38%
Morgan Stanley
7
Morgan Stanley
New York
$5.04M -$650K -35,001 -11%
Federated Hermes
8
Federated Hermes
Pennsylvania
$4.92M +$1.16M +62,574 +29%
Bank of America
9
Bank of America
North Carolina
$4.86M -$717K -38,647 -12%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$4.8M -$227K -12,236 -4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$4.33M +$26.9K +1,447 +0.6%
American Century Companies
12
American Century Companies
Missouri
$4.3M +$150K +8,058 +3%
Two Sigma Investments
13
Two Sigma Investments
New York
$4.09M +$442K +23,822 +11%
State Street
14
State Street
Massachusetts
$4.05M +$241K +12,995 +6%
Two Sigma Advisers
15
Two Sigma Advisers
New York
$3.81M +$1.85M +99,900 +86%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$3.76M -$366K -19,719 -8%
Man Group
17
Man Group
United Kingdom
$3.45M -$191K -10,300 -5%
AQR Capital Management
18
AQR Capital Management
Connecticut
$3.07M -$3.9M -210,214 -55%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$2.85M -$960K -51,724 -24%
Jacobs Levy Equity Management
20
Jacobs Levy Equity Management
New Jersey
$2.58M -$425K -22,902 -14%
JP Morgan Chase
21
JP Morgan Chase
New York
$2.06M +$1.11M +59,702 +104%
Charles Schwab
22
Charles Schwab
California
$2.01M -$633K -34,098 -23%
ZDA
23
Zweig-DiMenna Associates
New York
$1.98M
Jane Street
24
Jane Street
New York
$1.95M -$931K -50,172 -31%
PGCM
25
Prescott Group Capital Management
Oklahoma
$1.94M +$2.04M +110,000 New

MED Hedge Fund Activity: Q4 2024 in Review

129 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Medifast (MED) for Q4 2024, worth a combined $157M — down 10% from $175M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of MED and 19 opened new positions — a net loss of 11 holders — while 46 trimmed existing stakes and 35 added.

The largest buyer was Prescott Group Capital Management, opening a new position worth an estimated $2.04M. The largest seller was AQR Capital Management, cutting an estimated $3.9M.

  • 129 institutional investors held Medifast (MED) as of Q4 2024, down from 140 in Q3 2024.
  • Funds reported $157M of Medifast stock for Q4 2024, down 10% quarter-over-quarter.
  • 19 funds opened new Medifast positions in Q4 2024 and 30 closed out, a net change of -11 holders.
  • The largest Medifast buyer in Q4 2024 was Prescott Group Capital Management, an estimated $2.04M added.
  • The largest Medifast seller in Q4 2024 was AQR Capital Management, an estimated $3.9M sold.

Based on aggregated 13F filings for Q4 2024.