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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
RHAM
451
Round Hill Asset Management
California
$5.42M -$174K -2,110 -3%
ACM
452
Atlanta Capital Management
Georgia
$5.35M -$51.8K -628 -0.9%
VCA
453
Verdence Capital Advisors
Maryland
$5.35M +$150K +1,819 +3%
TCM
454
Tradition Capital Management
New Jersey
$5.35M +$440K +5,333 +9%
AF
455
Alerus Financial
North Dakota
$5.33M
ECM
456
ETrade Capital Management
Virginia
$5.3M +$232K +2,813 +4%
Fayez Sarofim & Co
457
Fayez Sarofim & Co
Texas
$5.29M
TCM
458
Telos Capital Management
California
$5.24M +$76.1K +923 +1%
ANBT
459
American National Bank & Trust
Texas
$5.23M +$13.2K +160 +0.2%
HTI
460
Hikari Tsushin Inc
Japan
$5.22M
MWAC
461
Mariner Wealth Advisors (Cincinnati)
Ohio
$5.21M +$17K +206 +0.3%
N
462
Nuveen
North Carolina
$5.14M +$127K +1,535 +2%
AMI
463
Amica Mutual Insurance
Rhode Island
$5.14M -$1.82M -22,049 -26%
KC
464
Kepos Capital
New York
$5.12M +$5.27M +63,856 New
B
465
Bailard
California
$5.11M +$60.6K +735 +1%
AIA
466
AGF Investments America
Ontario, Canada
$5.1M -$12.5K -152 -0.2%
HIMC
467
Heritage Investors Management Corp
Maryland
$5.06M
Temasek Holdings
468
Temasek Holdings
Singapore
$5.05M
WG
469
Winton Group
United Kingdom
$5M -$1.23M -14,900 -19%
LDB
470
Lee, Danner & Bass
Tennessee
$4.96M +$358K +4,346 +8%
ACM
471
Azimuth Capital Management
Michigan
$4.94M -$825 -10 -0%
MPAM
472
Murphy Pohlad Asset Management
Minnesota
$4.89M +$37.1K +450 +0.7%
CAM
473
Claret Asset Management
Quebec, Canada
$4.87M -$55K -667 -1%
Mariner
474
Mariner
Kansas
$4.86M +$2.96M +35,839 +145%
BFIM
475
Beese Fulmer Investment Management
Ohio
$4.82M +$236K +2,859 +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.