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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
TCOO
651
Trust Company of Oklahoma
Oklahoma
$2.01M -$61.1K -741 -3%
AC
652
AFAM Capital
Texas
$2.01M -$5.28K -64 -0.3%
UFG
653
United Fire Group
Iowa
$2.01M
DWA
654
Divergent Wealth Advisors
Utah
$1.98M +$2.03M +24,662 New
VSWA
655
Vontobel Swiss Wealth Advisors
Switzerland
$1.96M +$12.8K +155 +0.6%
SSB
656
Sandy Spring Bank
Maryland
$1.95M +$70.4K +854 +4%
BIM
657
Bridges Investment Management
Nebraska
$1.95M +$705K +8,551 +54%
PWAP
658
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.94M -$164K -1,984 -8%
PCA
659
Providence Capital Advisors
North Carolina
$1.93M +$79K +958 +4%
Susquehanna International Group
660
Susquehanna International Group
Pennsylvania
$1.93M -$18.6M -225,668 -90%
CTC
661
Central Trust Company
Missouri
$1.92M -$197K -2,385 -9%
RAM
662
Redmond Asset Management
Virginia
$1.91M -$62.1K -753 -3%
NB
663
NBT Bank
New York
$1.88M -$2.06K -25 -0.1%
CIP
664
Capital Insight Partners
Arizona
$1.88M +$38.7K +469 +2%
GI
665
GAMCO Investors
Connecticut
$1.87M -$493K -5,982 -20%
CAM
666
Cypress Asset Management
Texas
$1.87M -$211K -2,555 -10%
DY
667
Dowling & Yahnke
California
$1.85M -$185K -2,241 -9%
BFEC
668
Benjamin F. Edwards & Company
Missouri
$1.85M +$83.4K +1,011 +5%
WKWM
669
Walter & Keenan Wealth Management
Indiana
$1.84M +$57.8K +701 +3%
IA
670
Icon Advisers
Colorado
$1.82M -$802K -9,723 -30%
HIC
671
Hartline Investment Corp
Illinois
$1.82M -$8.25K -100 -0.4%
SNBOSCI
672
Security National Bank of Sioux City Iowa
Iowa
$1.82M -$536K -6,500 -22%
BL
673
BFSG LLC
California
$1.81M +$37K +448 +2%
OC
674
Oarsman Capital
Wisconsin
$1.8M +$103K +1,248 +6%
SC
675
Sawyer & Company
Massachusetts
$1.79M -$25.6K -310 -1%

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.