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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
V
551
Veritable
Delaware
$3.49M -$62.7K -760 -2%
MAM
552
Meeder Asset Management
Ohio
$3.47M +$1.96M +23,752 +121%
PVI
553
Pura Vida Investments
New York
$3.41M +$412K +5,000 +13%
UR
554
USCA RIA
Texas
$3.39M +$284K +3,438 +9%
WP
555
WealthPLAN Partners
Nebraska
$3.39M +$922K +11,176 +36%
CMO
556
Covenant Multifamily Offices
Texas
$3.38M -$591K -7,169 -15%
KIC
557
Keating Investment Counselors
Florida
$3.35M -$283K -3,425 -8%
SAM
558
Symphony Asset Management
California
$3.34M -$231K -2,805 -6%
CIM
559
Corbyn Investment Management
Maryland
$3.3M -$10.6K -128 -0.3%
AAM
560
Azzad Asset Management
Virginia
$3.3M +$248K +3,003 +8%
RGI
561
River Global Investors
United Kingdom
$3.27M -$140K -1,700 -4%
CCB
562
Cutter & Co Brokerage
Missouri
$3.26M +$151K +1,833 +5%
FEG
563
Fund Evaluation Group
Ohio
$3.23M
BRM
564
Boston Research & Management
Massachusetts
$3.21M +$113K +1,370 +4%
LBC
565
Lawrence B. Cohen
$3.2M -$115K -1,390 -3%
BIC
566
Beach Investment Counsel
Pennsylvania
$3.19M
GHCM
567
Glen Harbor Capital Management
California
$3.17M +$42.1K +510 +1%
BS
568
Banco Santander
Spain
$3.16M +$85.9K +1,042 +3%
GAM
569
Garrison Asset Management
Arkansas
$3.15M +$26.2K +318 +0.8%
AIP
570
Ameritas Investment Partners
Nebraska
$3.12M +$517K +6,269 +19%
CC
571
Cannell & Co
New York
$3.11M -$124K -1,500 -4%
SCA
572
Spearhead Capital Advisors
Florida
$3.09M +$605K +7,332 +24%
ECM
573
Evergreen Capital Management
Washington
$3.07M +$2.56K +31 +0.1%
BCCM
574
Bridge Creek Capital Management
Massachusetts
$3.02M +$71.8K +870 +2%
CNBT
575
Canandaigua National Bank & Trust
New York
$2.99M +$1.43M +17,305 +87%

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.