Medifast Inc: which funds bought and sold

Institutions that bought and sold Medifast shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 67 institutions that filed 13F reports for both quarters added to or opened positions in Medifast, and 52 cut or closed them. Together they sold a net 339K shares, −3.9% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 527K shares (+21.0%); index fund managers were net sellers of 1.4M shares (−47.3%). 24 opened a new position and 26 sold out entirely.

Bought, Q2 2026 67 institutions, 24 of them new holders Sold, Q2 2026 52 institutions, 26 of them sold out

Net change, all compared −339K shares (−3.9%)

Net change, active managers +527K shares (+21.0%), 21 bought, 5 sold

Buyers versus sellers

institutions compared, 135

67 bought 16 52 sold

Active managers and hedge funds 21 bought · 5 sold · +527K

Index fund managers 1 bought · 8 sold · −1.4M

Other institutions 45 bought · 39 sold · +495K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Marshall Wace, LLP Hedge fund	+242K New position	242K	$2.6M
Two Sigma Investments, LP Hedge fund	+143K +42.4%	481K	$5.1M
Commons Capital, LLC	+112K +294.5%	150K	$1.6M
Rbf Capital, LLC	+109K New position	109K	$1.2M
American Century Companies Inc Active manager	+95K +42.2%	319K	$3.4M
AQR Capital Management LLC Hedge fund	+91K +62.4%	236K	$2.5M
Goldman Sachs Group Inc	+90K +58.7%	243K	$2.6M
Tudor Investment Corp Et Al Hedge fund	+76K New position	76K	$806,689
Citadel Advisors LLC Hedge fund	+56K New position	56K	$597,873
BNP Paribas Financial Markets	+53K +248.3%	74K	$783,846
Great Lakes Advisors, LLC	+52K New position	52K	$547,593
Millennium Management LLC Hedge fund	+48K New position	48K	$508,283
Susquehanna Portfolio Strategies, LLC	+42K New position	42K	$443,254
Jane Street Group, LLC	+38K +30.4%	165K	$1.7M
Gsa Capital Partners LLP	+38K New position	38K	$408,000
Lido Advisors, LLC	+37K +20.4%	220K	$2.3M
UBS Group AG	+36K +263.1%	50K	$532,866
Jain Global LLC Hedge fund	+35K New position	35K	$373,716
Trexquant Investment LP Hedge fund	+33K +18.1%	213K	$2.3M
Xtx Topco Ltd	+31K New position	31K	$325,239

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Marshall Wace, LLP Hedge fund	+242K New position	242K	$2.6M
Two Sigma Investments, LP Hedge fund	+143K +42.4%	481K	$5.1M
American Century Companies Inc Active manager	+95K +42.2%	319K	$3.4M
AQR Capital Management LLC Hedge fund	+91K +62.4%	236K	$2.5M
Tudor Investment Corp Et Al Hedge fund	+76K New position	76K	$806,689
Citadel Advisors LLC Hedge fund	+56K New position	56K	$597,873
Millennium Management LLC Hedge fund	+48K New position	48K	$508,283
Jain Global LLC Hedge fund	+35K New position	35K	$373,716
Trexquant Investment LP Hedge fund	+33K +18.1%	213K	$2.3M
Centiva Capital, LP Hedge fund	+22K +101.8%	44K	$471,424

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Blackrock, Inc. Index funds	−575K −60.9%	370K	$3.9M
Man Group PLC Hedge fund	−236K Sold out	0	—
Charles Schwab Investment Management Inc Index funds	−235K −37.1%	397K	$4.2M
Vanguard Portfolio Management LLC Index funds	−174K −85.6%	29K	$308,836
State Street Corp Index funds	−170K −76.5%	52K	$555,105
Geode Capital Management, LLC Index funds	−132K −52.2%	121K	$1.3M
D. E. Shaw & Co., Inc. Hedge fund	−68K −42.5%	92K	$979,780
Northern Trust Corp Index funds	−65K −70.0%	28K	$294,491
Allianz Asset Management Gmbh	−60K Sold out	0	—
Jump Financial, LLC	−50K −55.4%	41K	$429,705
Bridgeway Capital Management, LLC Active manager	−40K −25.5%	117K	$1.2M
Bank Of New York Mellon Corp	−34K Sold out	0	—
Morgan Stanley	−33K −10.1%	293K	$3.1M
Schonfeld Strategic Advisors LLC Hedge fund	−30K −70.9%	12K	$131,212
Alliancebernstein L.P. Active manager	−27K Sold out	0	—
Nuveen, LLC	−24K Sold out	0	—
Invesco Ltd.	−19K −59.4%	13K	$141,272
Redhawk Wealth Advisors, Inc.	−11K Sold out	0	—
Aigen Investment Management, LP	−10K Sold out	0	—
Deutsche Bank Ag\	−8,625 Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Man Group PLC Hedge fund	−236K Sold out	0	—
D. E. Shaw & Co., Inc. Hedge fund	−68K −42.5%	92K	$979,780
Bridgeway Capital Management, LLC Active manager	−40K −25.5%	117K	$1.2M
Schonfeld Strategic Advisors LLC Hedge fund	−30K −70.9%	12K	$131,212
Alliancebernstein L.P. Active manager	−27K Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
Marshall Wace, LLPHedge fund	242K	$2.6M
Rbf Capital, LLC	109K	$1.2M
Tudor Investment Corp Et AlHedge fund	76K	$806,689
Citadel Advisors LLCHedge fund	56K	$597,873
Great Lakes Advisors, LLC	52K	$547,593
Millennium Management LLCHedge fund	48K	$508,283
Susquehanna Portfolio Strategies, LLC	42K	$443,254
Gsa Capital Partners LLP	38K	$408,000
Jain Global LLCHedge fund	35K	$373,716
Xtx Topco Ltd	31K	$325,239

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Man Group PLCHedge fund	236K	$2.4M
Allianz Asset Management Gmbh	60K	$609,963
Bank Of New York Mellon Corp	34K	$349,425
Alliancebernstein L.P.Active manager	27K	$291,778
Nuveen, LLC	24K	$245,997
Redhawk Wealth Advisors, Inc.	11K	$108,850
Aigen Investment Management, LP	10K	$103,357
Deutsche Bank Ag\	8,625	$87,889
Mirae Asset Global Etfs Holdings Ltd.	5,114	$52,112
New York State Common Retirement Fund	4,591	$46,782

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 110
Ten largest holders: 53.3%
Index fund managers: 18.3%
Active managers and hedge funds: 36.7%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	21	5	8	2	+527K	+21.0%
Index fund managers	1	8	0	0	−1.4M	−47.3%
Other institutions	45	39	16	24	+495K	+15.4%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Medifast.

Only managers that filed a holdings report for both quarters are compared (135 here). 2 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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