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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
AAMU
51
Amundi Asset Management US
Massachusetts
$328M -$102M -1,238,000 -23%
Harris Associates
52
Harris Associates
Illinois
$320M -$839K -10,169 -0.3%
Hotchkis & Wiley Capital Management
53
Hotchkis & Wiley Capital Management
California
$310M +$114M +1,381,928 +56%
VAM
54
Vontobel Asset Management
New York
$297M -$12.5M -151,067 -4%
MPI
55
Mairs & Power Inc
Minnesota
$294M +$2.3M +27,872 +0.8%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$279M -$3.53M -42,856 -1%
D.E. Shaw & Co
57
D.E. Shaw & Co
New York
$272M -$77.5M -939,803 -22%
State Farm Mutual Automobile Insurance
58
State Farm Mutual Automobile Insurance
Illinois
$268M
Millennium Management
59
Millennium Management
New York
$260M +$160M +1,943,817 +150%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$258M -$14.3M -173,357 -5%
Capital World Investors
61
Capital World Investors
California
$248M -$4.04M -48,925 -2%
Prudential Financial
62
Prudential Financial
New Jersey
$240M -$30M -363,719 -11%
Aberdeen Group
63
Aberdeen Group
United Kingdom
$239M +$3.45M +41,887 +1%
Mitsubishi UFJ Trust & Banking
64
Mitsubishi UFJ Trust & Banking
Japan
$231M +$652K +7,904 +0.3%
Boston Partners
65
Boston Partners
Massachusetts
$230M +$4.91M +59,530 +2%
CS
66
Credit Suisse
Switzerland
$214M -$4.44M -53,819 -2%
PPA
67
Parametric Portfolio Associates
Washington
$214M +$5.79M +70,144 +3%
Allianz Asset Management
68
Allianz Asset Management
Germany
$213M -$18.1M -219,816 -8%
Canada Pension Plan Investment Board
69
Canada Pension Plan Investment Board
Ontario, Canada
$205M +$14.9M +180,200 +8%
Russell Investments Group
70
Russell Investments Group
United Kingdom
$204M -$16.8M -204,054 -7%
Flossbach Von Storch
71
Flossbach Von Storch
Germany
$202M -$4.51M -54,730 -2%
USAA
72
United Services Automobile Association
Texas
$199M +$4.78M +57,931 +2%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$197M -$5.84M -70,840 -3%
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$196M +$312K +3,781 +0.2%
TPI
75
Tesco Pension Investment
United Kingdom
$195M

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.