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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
KOCAA
476
Knights of Columbus Asset Advisors
Connecticut
$4.82M +$1.37M +16,600 +38%
SBCM
477
Schwerin Boyle Capital Management
Massachusetts
$4.81M
NWM
478
Nicola Wealth Management
British Columbia, Canada
$4.78M +$4.92M +59,636 New
CVM
479
Cheviot Value Management
California
$4.76M -$487K -5,909 -9%
GT
480
Glenview Trust
Kentucky
$4.73M -$63.5K -770 -1%
APFBOT
481
Amica Pension Fund Board of Trustees
Rhode Island
$4.72M -$397K -4,812 -8%
PFPT
482
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.71M +$818K +9,915 +20%
SBH
483
Segall Bryant & Hamill
Illinois
$4.71M -$612K -7,421 -11%
JPMIA
484
J.P. Marvel Investment Advisors
Massachusetts
$4.68M -$330K -4,000 -6%
MCG
485
McCollum Christoferson Group
New York
$4.68M +$6.76K +82 +0.1%
NIM
486
Needham Investment Management
New York
$4.67M
BFA
487
Benedict Financial Advisors
Georgia
$4.65M -$13.9K -169 -0.3%
FPTW
488
Franklin, Parlapiano, Turner & Welch
Texas
$4.61M +$37.9K +460 +0.8%
SFS
489
Strategic Financial Services
New York
$4.58M -$29.9K -362 -0.6%
CAM
490
Cubic Asset Management
Massachusetts
$4.58M -$10.7K -130 -0.2%
MPWT
491
MassMutual Private Wealth & Trust
Connecticut
$4.57M +$117K +1,420 +3%
MIA
492
MainStreet Investment Advisors
Illinois
$4.49M +$112K +1,360 +2%
FNT
493
First Nebraska Trust
Nebraska
$4.43M +$1.6M +19,410 +54%
PA
494
Pinnacle Associates
New York
$4.42M -$983K -11,922 -18%
FAB
495
First American Bank
Illinois
$4.41M -$7.18K -87 -0.2%
AC
496
Alley Company
Illinois
$4.41M +$51.4K +623 +1%
RIM
497
Rampart Investment Management
Connecticut
$4.41M +$3.17M +38,373 +231%
ST
498
Somerset Trust
Pennsylvania
$4.4M -$12.5K -151 -0.3%
KCM
499
Kanawha Capital Management
Virginia
$4.39M +$67.5K +818 +2%
LMGAM
500
Liberty Mutual Group Asset Management
Massachusetts
$4.33M

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.