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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
CCMINC
501
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.32M -$72.9K -884 -2%
GEM
502
Global Endowment Management
North Carolina
$4.3M +$825K +10,000 +23%
GCC
503
Game Creek Capital
Massachusetts
$4.27M +$4.39M +53,250 New
TH
504
TCTC Holdings
Texas
$4.21M +$1.36M +16,445 +46%
HI
505
HBK Investments
Texas
$4.2M +$1.98M +24,055 +85%
EI
506
EDMP Inc
Florida
$4.14M -$41.7K -505 -1%
MYAM
507
Meiji Yasuda Asset Management
Japan
$4.13M +$175K +2,120 +4%
TRIM
508
Thompson Rubinstein Investment Management
Oregon
$4.1M +$6.1K +74 +0.1%
OAM
509
Oppenheimer Asset Management
New York
$4.09M +$2.41M +29,169 +134%
Polen Capital Management
510
Polen Capital Management
Florida
$4.08M +$2.35M +28,460 +127%
HP
511
Hikari Power
Japan
$4.07M
SLI
512
Sumitomo Life Insurance
Japan
$4.03M -$183K -2,214 -4%
EHC
513
Everett Harris & Co
California
$4.02M +$551K +6,675 +15%
FHAM
514
Folger Hill Asset Management
New York
$4.01M +$2.26M +27,400 +121%
AIA
515
Allied Investment Advisors
Montana
$4.01M +$235K +2,850 +6%
CNB
516
Camden National Bank
Maine
$3.98M +$4.09M +49,624 New
AIL
517
AGF Investments LLC
Ontario, Canada
$3.98M -$754K -9,146 -16%
MML Investors Services
518
MML Investors Services
Massachusetts
$3.98M +$347K +4,211 +9%
CI
519
Cigna Investments
Connecticut
$3.96M -$48.4K -587 -1%
WFMPM
520
Woodley Farra Manion Portfolio Management
Indiana
$3.93M -$69.5K -843 -2%
TFA
521
Toth Financial Advisory
Virginia
$3.92M -$31.9K -387 -0.8%
VHAM
522
Van Hulzen Asset Management
California
$3.89M +$3.74M +45,364 +1,462%
HL
523
HeadInvest LLC
Maine
$3.88M -$61.5K -745 -2%
SWM
524
SVA Wealth Management
Wisconsin
$3.85M -$223K -2,700 -5%
CGT
525
Capital Guardian Trust
California
$3.83M -$12.3M -148,756 -76%

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.