Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Medifast Inc (MED)

113 + 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
↑ +5
Streak
1Q ▲
Buyers last Q
53%

Smart Money Signals — MED

Based on 113 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added MED than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🔻

Below peak — only 50% of 3.0Y high

50% of all-time peak
Only 113 funds hold MED today versus a peak of 226 funds at 2023 Q2 — just 50% 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 — 12% fewer funds vs a year ago

fund count last 6Q
15 fewer hedge funds hold MED compared to a year ago (-12% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 53% buying

61 buying54 selling
Last quarter: 61 funds bought or added vs 54 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.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new MED position: 22 → 20 → 16 → 25. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 23% medium ■ 15% new
70 out of 113 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.
➡️

Steady discovery — ~25 new funds/quarter

22 → 22 → 20 → 16 → 25 new funds/Q
New funds entering each quarter: 22 → 20 → 16 → 25. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 73% veterans vs 18% newcomers

■ 73% veterans ■ 9% 1-2yr ■ 18% new
Entry-cohort mix of 119 holders: 87 (73%) are 2+ year veterans, 11 entered 1–2 years ago, and 21 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
30 of 110 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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 Q1, 61 hedge funds were net buyers of MED (25 opened a new position, 36 added to an existing one), while 54 reduced or exited (34 trimmed, 20 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 35% of total institutional value in MED is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 113.

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

-- --

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

Is It Too Late to Buy Medifast Inc (MED) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MED has moved relative to its sector benchmark (XLY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 74d ago
MED
+16.7%
XLY
+7.0%

MED outperformed XLY by +9.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 29d ago
MED
-4.7%
XLY
+0.1%

Since the filing became public, MED outperformed XLY by -4.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 0 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: MED
113 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 113 108 4.63%
13F Shares 10M 9M 11.77%
Total Value $105M $98M 6.36%
New Positions 25 16 +9
Increased Positions 37 25 +12
Closed Positions 20 31 -11
Reduced Positions 31 48 -17
Total Calls 7 4 75.0%
Total Puts 2 2 -
PUT/CALL Ratio 0.29 0.5 Bullish

Statistics: MED

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Valuation Measures Data as of: --

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

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

113 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Peapod Lane Capital LLC 1.82% 219,063 $2.2M
2 Steamboat Capital Partners, LLC 1.79% 707,590 $7.2M
3 Virtus Family Office LLC 0.69% 79,060 $806K
4 Commons Capital, LLC 0.32% 38,000 $387K
5 SummerHaven Investment Management, LLC 0.30% 47,835 $487K
6 Verdad Advisers, LP 0.15% 13,148 $134K
7 Quinn Opportunity Partners LLC 0.07% 127,112 $1.3M
8 Atom Investors LP 0.04% 61,075 $622K
9 Divisadero Street Capital Management, LP 0.03% 79,839 $814K
10 Bridgeway Capital Management, LLC 0.03% 157,078 $1.6M
11 Aigen Investment Management, LP 0.03% 10,143 $103K
12 PDT Partners, LLC 0.02% 30,723 $313K
13 Trexquant Investment LP 0.01% 180,081 $1.8M
14 Jump Financial, LLC 0.01% 90,875 $926K
15 Renaissance Technologies LLC 0.01% 773,710 $7.9M
16 Redhawk Wealth Advisors, Inc. 0.01% 10,682 $109K
17 Intesa Sanpaolo Wealth Management 0.01% 4,430 $45K
18 State of Wyoming 0.01% 6,646 $68K
19 Lido Advisors, LLC 0.01% 183,035 $1.9M
20 Engineers Gate Manager LP 0.01% 39,580 $403K
21 Empowered Funds, LLC 0.00% 71,584 $729K
22 Man Group plc 0.00% 236,212 $2.4M
23 Schonfeld Strategic Advisors LLC 0.00% 42,552 $434K
24 Two Sigma Investments, LP 0.00% 338,158 $3.4M
25 Walleye Capital LLC 0.00% 55,800 $569K
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added MED than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MED?

Slight buying edge — 53% buying: Last quarter: 61 funds bought or added vs 54 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?

Strong quality — 35% AUM from major funds: 30 of 110 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held MED?

62% of holders stayed for 2+ years: 70 out of 113 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.

Is it too late to buy Medifast Inc (MED) following the 2026 Q1 hedge fund 13F filings?

As of today, MED has moved -4.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.1% for the XLY sector ETF — an outperformance of -4.8%. Since the quarter end (March 31, 2026), MED has gained +16.7% vs +7.0% for XLY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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