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Medtronic

1,381 hedge funds and large institutions have $88.7B invested in Medtronic in 2018 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 592 increasing their positions, 498 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 592 | Existing positions reduced: 498

0.21% less ownership

Funds ownership: 81.79%81.59% (-0.21%)

1% less capital invested

Capital invested by funds: $89.4B → $88.7B (-$701M)

9% less first-time investments, than exits

New positions opened: 98 | Existing positions closed: 108

2% less funds holding

Funds holding: 1,4081,381 (-27)

7% less funds holding in top 10

Funds holding in top 10: 4340 (-3)

10% less call options, than puts

Call options by funds: $434M | Put options by funds: $485M

Holders
1,381
Holders Change
-27
Holders Change %
-1.92%
% of All Funds
31.65%
Holding in Top 10
40
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.98%
% of All Funds
0.92%
New
98
Increased
592
Reduced
498
Closed
108
Calls
$434M
Puts
$485M
Net Calls
-$50.4M
Net Calls Change
+$166M
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
276
Raymond James Financial Services Advisors
Florida
$15.4M +$1.06M +12,848 +7%
Mitsubishi UFJ Asset Management
277
Mitsubishi UFJ Asset Management
Japan
$15.3M -$1.63M -19,803 -9%
MIM
278
Marco Investment Management
Georgia
$15.3M
TA
279
Tamarack Advisers
California
$15.2M +$3.3M +40,000 +27%
MSA
280
Mason Street Advisors
Wisconsin
$15.1M +$19.9K +241 +0.1%
Commonwealth Equity Services
281
Commonwealth Equity Services
Massachusetts
$14.9M +$483K +5,861 +3%
Connor, Clark & Lunn Investment Management (CC&L)
282
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$14.8M +$3.98M +48,250 +35%
ELC
283
Edgar Lomax Company
Virginia
$14.7M +$15.1M +183,075 New
MFWM
284
Motley Fool Wealth Management
Virginia
$14.7M +$3.11M +37,701 +26%
SCM
285
SKBA Capital Management
California
$14.6M +$7.27M +88,100 +94%
CBT
286
Capital Bank & Trust
California
$14.5M -$4.02M -48,724 -21%
TAM
287
Trillium Asset Management
Massachusetts
$14.5M -$97K -1,176 -0.6%
MIH
288
Madison Investment Holdings
Wisconsin
$14.4M +$90.7K +1,100 +0.6%
MSE
289
MUFG Securities EMEA
United Kingdom
$14M +$7.01M +85,000 +94%
EDRH
290
Edmond de Rothschild Holding
Switzerland
$14M +$1.01M +12,189 +7%
Envestnet Asset Management
291
Envestnet Asset Management
Illinois
$14M -$9.24M -112,029 -39%
FDCDDQ
292
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.9M +$695K +8,423 +5%
FMII
293
Farmers & Merchants Investments Inc
Nebraska
$13.8M -$197K -2,383 -1%
WIC
294
Willis Investment Counsel
Georgia
$13.8M +$6.16M +74,710 +77%
Truist Financial
295
Truist Financial
North Carolina
$13.7M +$2.82M +34,229 +25%
AB
296
Amalgamated Bank
New York
$13.7M -$42.5K -515 -0.3%
M&T Bank
297
M&T Bank
New York
$13.7M -$918K -11,130 -6%
SFM
298
Stack Financial Management
Montana
$13.7M +$269K +3,263 +2%
Northwestern Mutual Wealth Management
299
Northwestern Mutual Wealth Management
Wisconsin
$13.3M +$468K +5,671 +4%
PAS
300
Professional Advisory Services
Florida
$13.3M +$81.9K +993 +0.6%

MDT Hedge Fund Activity: Q1 2018 in Review

1,381 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q1 2018, worth a combined $88.7B — down 0.78% from $89.4B a quarter earlier.

Sellers outnumbered buyers: 108 funds closed out of MDT and 98 opened new positions — a net loss of 10 holders — while 498 trimmed existing stakes and 592 added.

The largest buyer was JP Morgan Chase, adding an estimated $799M. The largest seller was Fidelity Investments, cutting an estimated $722M.

  • 1,381 institutional investors held Medtronic (MDT) as of Q1 2018, down from 1,408 in Q4 2017.
  • Funds reported $88.7B of Medtronic stock for Q1 2018, down 0.78% quarter-over-quarter.
  • 98 funds opened new Medtronic positions in Q1 2018 and 108 closed out, a net change of -10 holders.
  • The largest Medtronic buyer in Q1 2018 was JP Morgan Chase, an estimated $799M added.
  • The largest Medtronic seller in Q1 2018 was Fidelity Investments, an estimated $722M sold.

Based on aggregated 13F filings for Q1 2018.