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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
LTFS
401
Ladenburg Thalmann Financial Services
Florida
$7.2M +$1M +12,133 +16%
Jones Financial Companies
402
Jones Financial Companies
Missouri
$7.12M +$742K +8,994 +11%
PL
403
Parthenon LLC
Kentucky
$7.07M -$30.6K -371 -0.4%
KIA
404
KCM Investment Advisors
California
$7.07M +$116K +1,408 +2%
SAM
405
Sompo Asset Management
Japan
$7.01M -$38.8K -470 -0.5%
WTB
406
Washington Trust Bank
Washington
$7M +$356K +4,321 +5%
SCCM
407
Schafer Cullen Capital Management
New York
$6.93M +$17.2K +209 +0.2%
AFG
408
American Financial Group
Ohio
$6.82M
PPSG
409
Princeton Portfolio Strategies Group
New Jersey
$6.78M -$254K -3,080 -4%
WAM
410
World Asset Management
Michigan
$6.77M -$2.52M -30,521 -27%
BAM
411
Berkshire Asset Management
Pennsylvania
$6.71M -$277K -3,359 -4%
MCM
412
Monarch Capital Management
Indiana
$6.66M -$42.5K -515 -0.6%
LSERS
413
Louisiana State Employees Retirement System
Louisiana
$6.64M +$74.2K +900 +1%
Carson Wealth (CWM LLC)
414
Carson Wealth (CWM LLC)
Nebraska
$6.64M +$822K +9,965 +14%
SIRP
415
Shelter Insurance Retirement Plan
Missouri
$6.58M
HR
416
Howe & Rusling
New York
$6.53M +$507K +6,152 +8%
AAIM
417
American Assets Investment Management
California
$6.5M
IP
418
Isthmus Partners
Wisconsin
$6.47M +$88.3K +1,071 +1%
BUB
419
BBVA USA Bancshares
Texas
$6.38M +$96.3K +1,167 +1%
PSC
420
Prentiss Smith & Co
Vermont
$6.36M +$6.08M +73,665 +1,323%
CCM
421
Copeland Capital Management
Pennsylvania
$6.33M +$237K +2,870 +4%
RAG
422
Roof Advisory Group
Pennsylvania
$6.29M +$274K +3,324 +4%
FPFS
423
First Personal Financial Services
North Carolina
$6.26M -$232K -2,813 -3%
EVM
424
Evelyn V. Moreno
$6.18M +$22.7K +275 +0.4%
ANI
425
American National Insurance
Texas
$6.16M

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.