Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Medifast Inc (MED)

108 + Investors. Track Smart Money conviction in MED. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
1Q ▼
Buyers last Q
54%

Smart Money Signals — MED

Based on 111 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their MED positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🔻

Below peak — only 51% of 3.0Y high

51% of all-time peak
Only 111 funds hold MED today versus a peak of 219 funds at 2023 Q3 — just 51% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 10% fewer funds vs a year ago

fund count last 6Q
13 fewer hedge funds hold MED compared to a year ago (-10% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 54% buying

73 buying61 selling
Last quarter: 73 funds bought or added vs 61 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~27 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 20 → 16 → 26 → 27. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 23% medium ■ 18% new
66 out of 111 hedge funds have held MED for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

23 → 20 → 16 → 26 → 27 new funds/Q
New funds entering each quarter: 20 → 16 → 26 → 27. A growing number of institutions are discovering MED each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 71% veterans vs 21% newcomers

■ 71% veterans ■ 8% 1-2yr ■ 21% new
Entry-cohort mix of 117 holders: 83 (71%) are 2+ year veterans, 9 entered 1–2 years ago, and 25 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
28 of 109 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in MED. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
1.0
out of 10
Low Exit Risk
Exit risk score 1.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — MED

In 2026 Q2, 73 hedge funds were net buyers of MED (27 opened a new position, 46 added to an existing one), while 61 reduced or exited (31 trimmed, 30 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 43% of total institutional value in MED is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 111.

Hedge Fund Ownership: MED

How many hedge funds hold MED — quarterly history vs. share price
Quarterly hedge fund ownership of MED vs. share price

Market Analysis: MED

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MED

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: MED
108 + Investors

Track Smart Money conviction in MED. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 108 114 -5.26%
13F Shares 9M 10M -9.87%
Total Value $97M $105M -6.74%
New Positions 26 26 -
Increased Positions 41 37 +4
Closed Positions 30 21 +9
Reduced Positions 30 31 -1
Total Calls 5 7 -28.57%
Total Puts 3 2 50.0%
PUT/CALL Ratio 0.6 0.29 Bullish

Statistics: MED

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

108 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MED. Verified SEC 13F-HR filings.

QUARTER:
Top 25 MED holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Steamboat Capital Partners, LLC 1.60% 706,699 $7.5M
2 Peapod Lane Capital LLC 1.59% 222,576 $2.4M
3 Commons Capital, LLC 1.11% 149,916 $1.6M
4 Virtus Family Office LLC 0.66% 79,060 $839K
5 SummerHaven Investment Management, LLC 0.27% 47,835 $508K
6 Chico Wealth RIA 0.12% 21,000 $223K
7 Littlejohn Financial Services, INC. 0.11% 13,834 $147K
8 Verdad Advisers, LP 0.10% 10,234 $109K
9 Quinn Opportunity Partners LLC 0.06% 127,112 $1.3M
10 Atom Investors LP 0.06% 62,119 $659K
11 RBF Capital, LLC 0.05% 109,000 $1.2M
12 Marquette Asset Management, LLC 0.04% 30,038 $319K
13 Bridgeway Capital Management, LLC 0.02% 117,078 $1.2M
14 State of Wyoming 0.02% 18,594 $197K
15 Divisadero Street Capital Management, LP 0.02% 79,839 $847K
16 PDT Partners, LLC 0.02% 32,756 $348K
17 Trexquant Investment LP 0.01% 212,684 $2.3M
18 Renaissance Technologies LLC 0.01% 778,610 $8.3M
19 Susquehanna Portfolio Strategies, LLC 0.01% 41,777 $443K
20 Engineers Gate Manager LP 0.01% 49,829 $529K
21 Lido Advisors, LLC 0.01% 220,337 $2.3M
22 XTX Topco Ltd 0.00% 30,654 $325K
23 Great Lakes Advisors, LLC 0.00% 51,611 $548K
24 Centiva Capital, LP 0.00% 44,432 $471K
25 Two Sigma Investments, LP 0.00% 481,381 $5.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Medifast Inc (MED)

What does the Smart Money Trend signal show for MED?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their MED positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for MED?

Slight buying edge — 54% buying: Last quarter: 73 funds bought or added vs 61 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for MED holders?

Elite ownership — 43% AUM from top-100 funds: 28 of 109 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in MED. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MED?

59% of holders stayed for 2+ years: 66 out of 111 hedge funds have held MED for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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