Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

MEDIFAST INC (MED)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -15
Streak
1Q ▼
Buyers last Q
34%

Smart Money Signals — MED

Based on 106 hedge funds · latest filing: 2025 Q4 · 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 44% of 3.0Y high

44% of all-time peak
Only 106 funds hold MED today versus a peak of 242 funds at 2023 Q1 — just 44% 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 — 18% fewer funds vs a year ago

fund count last 6Q
23 fewer hedge funds hold MED compared to a year ago (-18% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 34% buying

41 buying79 selling
Last quarter: 79 funds sold vs only 41 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~16 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 21 → 22 → 20 → 16. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

65% of holders stayed for 2+ years

65% conviction (2yr+) 23% medium 12% new
69 out of 106 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.
💎

Buying through price weakness — shares -17%, value -35%

Value
-34%
Shares
-16%
Last quarter: funds added -17% more shares while total portfolio value only changed -35%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

17 → 21 → 22 → 20 → 16 new funds/Q
New funds entering each quarter: 21 → 22 → 20 → 16. MED is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 72% of holders stayed 2+ years

72% veterans 12% 1-2yr 17% new
Of 109 current holders: 78 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
26 of 106 holders are among the 100 largest funds by AUM, controlling 40% 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.
1.3
out of 10
Low Exit Risk
Exit risk score 1.3/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

23 top-rated funds 0 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: MED
2026 Q1 Stats Unlock in 21 days 109 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 109 126 -13.49%
13F Shares 9M 11M -16.83%
Total Value $97M $149M -34.82%
New Positions 16 20 -4
Increased Positions 27 58 -31
Closed Positions 34 20 +14
Reduced Positions 50 31 +19
Total Calls 4 7 -42.86%
Total Puts 2 2 -
PUT/CALL Ratio 0.5 0.29 Bullish

Statistics: MED

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

109 + investors

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

Top 16 institutional holders of MED — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SummerHaven Investment Management, LLC 0.30% 47,835 $487K
2 Redhawk Wealth Advisors, Inc. 0.01% 10,682 $109K
3 MJT & Associates Financial Advisory Group, Inc. 0.00% 100 $1K
4 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% 1,000 $10K
5 GAMMA Investing LLC 0.00% 905 $9K
6 GILL CAPITAL PARTNERS, LLC 0.00% 108 $1K
7 Versant Capital Management, Inc 0.00% 259 $3K
8 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 10,298 $107K
9 SIGNATUREFD, LLC 0.00% 920 $9K
10 True Wealth Design, LLC 0.00% 47
11 Sterling Capital Management LLC 0.00% 357 $4K
12 IFP Advisors, Inc 0.00% 140 $1K
13 SJS Investment Consulting Inc. 0.00% 21
14 Glass Jacobson Investment Advisors llc 0.00% 7
15 SBI Securities Co., Ltd. 0.00% 75
16 Farther Finance Advisors, LLC 0.00% 43
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?

Heavy selling pressure — only 34% buying: Last quarter: 79 funds sold vs only 41 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for MED holders?

Elite ownership — 40% AUM from top-100 funds: 26 of 106 holders are among the 100 largest funds by AUM, controlling 40% 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?

65% of holders stayed for 2+ years: 69 out of 106 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.