We are live on ! Find out more
MDT icon

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
CC
576
ClearArc Capital
Ohio
$2.98M +$12.3K +149 +0.4%
HWM
577
Holloway Wealth Management
Florida
$2.96M
FG
578
Fiduciary Group
Georgia
$2.96M +$144K +1,749 +5%
FMC
579
First Merchants Corp
Indiana
$2.95M -$859K -10,420 -22%
BCM
580
BTC Capital Management
Iowa
$2.95M +$528K +6,399 +21%
MVIP
581
Mar Vista Investment Partners
California
$2.9M
AF
582
Advisornet Financial
Minnesota
$2.88M -$17.8K -216 -0.6%
TMAM
583
Tokio Marine Asset Management
Japan
$2.83M -$244K -2,964 -8%
AUB
584
Atlantic Union Bankshares
Virginia
$2.8M +$531K +6,433 +23%
PAM
585
Palisade Asset Management
Minnesota
$2.79M +$86.6K +1,050 +3%
MCM
586
MAI Capital Management
Ohio
$2.76M +$261K +3,161 +10%
SCM
587
Snyder Capital Management
California
$2.75M +$1.9K +23 +0.1%
LCS
588
Levin Capital Strategies
New York
$2.71M +$664K +8,050 +31%
QCM
589
Quadrant Capital Management
New Jersey
$2.68M -$30.9K -375 -1%
PA
590
Perennial Advisors
New York
$2.67M -$131K -1,591 -5%
PWS
591
Peloton Wealth Strategists
Indiana
$2.66M +$1.69M +20,521 +162%
RWM
592
Rench Wealth Management
Texas
$2.65M -$44.1K -535 -2%
PCM
593
Parsons Capital Management
Rhode Island
$2.65M -$42.9K -520 -2%
ASN
594
Advisory Services Network
Georgia
$2.64M +$352K +4,262 +15%
FWP
595
FAS Wealth Partners
Kansas
$2.63M -$2.15K -26 -0.1%
MCIM
596
Meadow Creek Investment Management
Georgia
$2.62M +$34.6K +420 +1%
IRF
597
IBM Retirement Fund
New York
$2.6M -$291K -3,523 -10%
GIP
598
Granite Investment Partners
California
$2.59M -$6.29M -76,270 -70%
CCT
599
Chemung Canal Trust
New York
$2.59M +$1.55M +18,791 +140%
AF
600
Ally Financial
Michigan
$2.57M

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.