We are live on ! Find out more
MDT icon

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
ECM
301
Estabrook Capital Management
New York
$13.2M -$232K -2,808 -2%
CEI
302
Clark Estates Inc
New York
$13.1M -$14.1M -170,972 -51%
DILIC
303
Dai-ichi Life Insurance Company
Japan
$13.1M
TAF
304
Tredje AP-fonden
Sweden
$13.1M -$97.3K -1,180 -0.7%
AAM
305
Auxier Asset Management
Oregon
$12.9M +$488K +5,915 +4%
SAM
306
Senzar Asset Management
New York
$12.8M +$1.84M +22,250 +16%
ACM
307
Advisors Capital Management
New Jersey
$12.8M +$1.98M +23,992 +18%
DWT
308
Dorsey & Whitney Trust
South Dakota
$12.6M -$130K -1,580 -1%
AWCI
309
Alpine Woods Capital Investors
New York
$12.6M -$8.25K -100 -0.1%
SOADOR
310
State of Alaska Department of Revenue
Alaska
$12.5M +$2.37M +28,790 +23%
SB
311
Suntrust Banks
Georgia
$12.5M -$5.26M -63,726 -29%
B
312
BP
United Kingdom
$12.2M
HVIA
313
Hudson Valley Investment Advisors
New York
$12.1M -$410K -4,973 -3%
OC
314
Oppenheimer & Co
New York
$12.1M +$1.65M +20,042 +15%
PTC
315
Philadelphia Trust Company
Pennsylvania
$12M -$508K -6,160 -4%
CG
316
Colony Group
Massachusetts
$11.9M -$461K -5,594 -4%
DDPIC
317
Deroy & Devereaux Private Investment Counsel
Michigan
$11.9M +$33.3K +404 +0.3%
OPERF
318
Oregon Public Employees Retirement Fund
Oregon
$11.8M +$23.5K +285 +0.2%
CBUSF
319
Construction & Building Unions Superannuation Fund
Australia
$11.8M
NLGIA
320
Nippon Life Global Investors Americas
New York
$11.5M +$11.9M +143,850 New
ONB
321
Old National Bancorp
Indiana
$11.5M -$915K -11,097 -7%
VC
322
Vestor Capital
Illinois
$11.5M +$1.12M +13,590 +10%
FWIA
323
Fort Washington Investment Advisors
Ohio
$11.4M -$2.75M -33,335 -19%
WC
324
Woodstock Corp
Massachusetts
$11.3M -$82.5K -1,000 -0.7%
CIBC Asset Management
325
CIBC Asset Management
Ontario, Canada
$11.2M -$54.4K -660 -0.5%

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.