Medifast Ownership | Who Owns Medifast?

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Medifast Ownership Summary

Medifast is owned by 83.78% institutional investors, 2.55% insiders, and 13.67% retail investors. Renaissance is the largest institutional shareholder, holding 8.76% of MED shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.26% of its assets in Medifast shares.

MED Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Medifast	83.78%	2.55%	13.67%
Sector	Consumer Cyclical Stocks	59.49%	12.59%	27.92%
Industry	Personal Services Stocks	55.12%	10.52%	34.36%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Renaissance	958.61K	8.76%	$20.92M
Blackrock	829.21K	7.58%	$18.09M
Vanguard group	723.31K	6.61%	$15.78M
Aqr capital management	389.95K	3.57%	$8.51M
Acadian asset management	338.23K	3.09%	$7.38M
Morgan stanley	336.76K	3.08%	$7.35M
Arrowstreet capital, limited partnership	332.31K	3.04%	$7.25M
Hotchkis & wiley capital management	322.88K	2.95%	$7.05M
Bank of america corp /de/	287.22K	2.63%	$6.27M
Geode capital management	280.81K	2.57%	$6.13M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Virtus family office	74.81K	2.22%	$1.63M
Values first advisors	65.17K	0.85%	$1.42M
Commons capital	27.44K	0.72%	$598.67K
Zweig-dimenna associates	112.40K	0.28%	$2.45M
Occudo quantitative strategies lp	32.23K	0.12%	$703.30K
Inspire advisors	19.60K	0.06%	$427.61K
Inspire investing	16.10K	0.04%	$351.28K
Renaissance	958.61K	0.04%	$20.92M
Trexquant investment lp	100.61K	0.03%	$2.20M
Hotchkis & wiley capital management	322.88K	0.02%	$7.05M

Top Buyers

Holder	Shares	% Assets	Change
Acadian asset management	338.23K	0.02%	322.12K
Jane street group	262.85K	0.00%	244.25K
Aqr capital management	389.95K	0.01%	210.67K
Bank of america corp /de/	287.22K	0.00%	201.19K
Two sigma investments, lp	191.44K	0.01%	191.44K

Top Sellers

Holder	Shares	% Assets	Change
Pacer advisors	-	-	-1.26M
Blackrock	829.21K	0.00%	-922.71K
Vanguard group	723.31K	0.00%	-509.81K
Invesco	78.87K	0.00%	-471.27K
State street	228.45K	0.00%	-201.21K

New Positions

Holder	Shares	% Assets	Change	Value
Two sigma investments, lp	191.44K	0.01%	191.44K	$4.18M
Zweig-dimenna associates	112.40K	0.28%	112.40K	$2.45M
Group one trading	42.70K	0.00%	42.70K	$931.74K
Simplex trading	35.34K	0.00%	35.34K	$771.00K
Omers administration	31.70K	0.01%	31.70K	$691.69K

Sold Out

Holder	Change
Quest partners	-1.00
Kelly financial services	-2.00
Abound wealth management	-3.00
Toronto dominion bank	-5.00
Parkside financial bank & trust	-5.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	151	-10.65%	9,163,313	-12.01%	83	0.92%	54	-38.64%	56	16.67%
Jun 30, 2024	169	-16.34%	10,413,740	-9.30%	95	0.86%	88	1.15%	48	-31.43%
Mar 31, 2024	202	-12.17%	11,481,559	10.55%	105	1.16%	87	-21.62%	70	-4.11%
Dec 31, 2023	230	-4.96%	10,385,755	8.44%	95	1.23%	111	2.78%	73	-12.05%
Sep 30, 2023	242	-3.59%	9,577,789	-0.88%	87	1.12%	108	-12.20%	83	3.75%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	356.87K	3.26%	-
iShares Russell 2000 ETF	315.05K	2.88%	-658.00
Avantis US Small Cap Value ETF	211.41K	1.93%	-
Vanguard Institutional Extnd Mkt Idx Tr	162.00K	1.48%	-
Federated Hermes MDT SCC Institutional	125.56K	1.15%	-
Federated Hermes MDT Small Cap Core IS	125.56K	1.15%	-
Vanguard Consumer Staples ETF	121.26K	1.11%	276.00
iShares Russell 2000 Value ETF	111.17K	1.02%	144.00
Fidelity Small Cap Index	107.78K	0.99%	-3.08K
Hotchkis & Wiley Sm Cp Divers Val I	89.50K	0.82%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Mar 08, 2024	SCHLACKMAN SCOTT	-	Sell	$51.23K
Mar 08, 2024	SCHLACKMAN SCOTT	-	Sell	$108.63K
Nov 07, 2023	Thomas Andrea B	-	Buy	$3.47K
Nov 07, 2023	Hoer Michael A.	-	Buy	$3.43K
Nov 07, 2023	SCHLACKMAN SCOTT	-	Buy	$3.63K

Insider Transactions Trends

Date	Buy	Sell
2024 Q1	-	2
2023 Q4	6	1
2023 Q3	7	3
2023 Q2	8	-
2023 Q1	7	1

MED Ownership FAQ

Who Owns Medifast?

Medifast shareholders are primarily institutional investors at 83.78%, followed by 2.55% insiders and 13.67% retail investors. The average institutional ownership in Medifast's industry, Personal Services Stocks , is 55.12%, which Medifast exceeds.

Who owns the most shares of Medifast?

Medifast’s largest shareholders are Renaissance (958.61K shares, 8.76%), Blackrock (829.2K shares, 7.58%), and Vanguard group (723.31K shares, 6.61%). Together, they hold 22.96% of Medifast’s total shares outstanding.

Does Blackrock own Medifast?

Yes, BlackRock owns 7.58% of Medifast, totaling 829.2K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 18.09M$. In the last quarter, BlackRock decreased its holdings by -923K shares, a -52.67% change.

Who is Medifast’s biggest shareholder by percentage of total assets invested?

Virtus family office is Medifast’s biggest shareholder by percentage of total assets invested, with 2.22% of its assets in 74.81K Medifast shares, valued at 1.63M$.

Who is the top mutual fund holder of Medifast shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Medifast shares, with 3.26% of its total shares outstanding invested in 356.87K Medifast shares.

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