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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
1SB
626
1ST Source Bank
Indiana
$2.21M -$173K -2,103 -7%
Capital Fund Management (CFM)
627
Capital Fund Management (CFM)
France
$2.19M -$8.1M -98,148 -78%
NGA
628
Naples Global Advisors
Florida
$2.19M +$216K +2,620 +11%
LBC
629
Lowe Brockenbrough & Co
Virginia
$2.18M +$14.8K +180 +0.7%
BO
630
Bank OZK
Arkansas
$2.18M -$168K -2,039 -7%
AII
631
AGF Investments Inc
Ontario, Canada
$2.18M +$930K +11,280 +71%
FIM
632
Freedom Investment Management
Connecticut
$2.17M -$49.2K -597 -2%
Bessemer Group
633
Bessemer Group
New Jersey
$2.17M +$484K +5,868 +28%
MLL
634
Moody Lynn & Lieberson
Massachusetts
$2.17M -$16.8K -204 -0.7%
OA
635
Oxbow Advisors
Texas
$2.16M -$42.9K -520 -2%
NEAM
636
New England Asset Management
Connecticut
$2.15M -$99K -1,200 -4%
KCM
637
Kornitzer Capital Management
Kansas
$2.14M
PG
638
Patten Group
Tennessee
$2.1M +$54.8K +664 +3%
SAM
639
Sawgrass Asset Management
Florida
$2.08M -$825 -10 -0%
PCAP
640
Pratt Collard Advisory Partners
New York
$2.08M +$249K +3,013 +13%
FNT
641
First National Trust
Pennsylvania
$2.08M -$1.09M -13,216 -34%
LW
642
Linscomb Wealth
Texas
$2.07M +$139K +1,682 +7%
GIA
643
Gargoyle Investment Advisor
New Jersey
$2.07M +$2.13M +25,774 New
EP
644
Elkfork Partners
Oregon
$2.05M +$27.2K +330 +1%
GXMC
645
Global X Management Company
New York
$2.04M +$282K +3,414 +15%
SBIA
646
Sheaff Brock Investment Advisors
Indiana
$2.03M -$263K -3,187 -11%
CC
647
Cognios Capital
Kansas
$2.03M +$19.5K +236 +0.9%
AIM
648
Anchor Investment Management
South Carolina
$2.03M +$9.16K +111 +0.4%
WA
649
Wasatch Advisors
Utah
$2.02M -$2.75M -33,400 -57%
MIM
650
Miller Investment Management
Pennsylvania
$2.02M

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.