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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
Primecap Management
26
Primecap Management
California
$656M -$47.3M -573,806 -7%
Invesco
27
Invesco
Georgia
$645M +$67.8M +822,344 +11%
Caisse de Depot et Placement du Quebec (CDPQ)
28
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$604M -$3.29M -39,900 -0.5%
Sanders Capital
29
Sanders Capital
Florida
$603M -$792K -9,600 -0.1%
ClearBridge Investments
30
ClearBridge Investments
New York
$598M -$1.01M -12,202 -0.2%
Manulife (Manufacturers Life Insurance)
31
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$576M +$13.2M +159,941 +2%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$575M +$24.7M +299,486 +4%
American Century Companies
33
American Century Companies
Missouri
$565M -$33.5M -406,470 -5%
Legal & General Group
34
Legal & General Group
United Kingdom
$565M +$6.49M +78,638 +1%
LP
35
Longview Partners
Guernsey
$564M +$580M +7,029,480 New
Fidelity Investments
36
Fidelity Investments
Massachusetts
$548M -$722M -8,755,031 -56%
Charles Schwab
37
Charles Schwab
California
$421M +$18.2M +220,808 +4%
AllianceBernstein
38
AllianceBernstein
Tennessee
$421M +$34.2M +414,603 +9%
Swiss National Bank
39
Swiss National Bank
Switzerland
$398M -$49.3M -598,200 -11%
PP
40
Prudential plc
United Kingdom
$390M +$18.7M +226,619 +5%
MNG
41
Manning & Napier Group
New York
$376M -$20.6M -249,618 -5%
Aristotle Capital Management
42
Aristotle Capital Management
California
$369M +$17.2M +208,785 +5%
Barclays
43
Barclays
United Kingdom
$363M +$70.5M +855,053 +23%
1832 Asset Management
44
1832 Asset Management
Ontario, Canada
$360M +$18.4M +222,752 +5%
Grantham, Mayo, Van Otterloo & Co (GMO)
45
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$357M +$30.2M +365,699 +9%
TCIM
46
TIAA CREF Investment Management
New York
$351M +$9.46M +114,701 +3%
UBS AM
47
UBS AM
Illinois
$350M +$32.8M +397,771 +10%
Principal Financial Group
48
Principal Financial Group
Iowa
$340M +$13.6M +165,345 +4%
Diamond Hill Capital Management
49
Diamond Hill Capital Management
Ohio
$339M +$13.3M +161,270 +4%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$337M +$2.03M +24,629 +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.