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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
JCM
726
Jafra Capital Management
New York
$1.44M +$1.48M +17,965 New
BMC
727
Benin Management Corp
Connecticut
$1.44M -$181K -2,200 -11%
CAN
728
Cetera Advisor Networks
California
$1.43M +$13.7K +166 +0.9%
HPCM
729
High Pointe Capital Management
Illinois
$1.43M +$165K +1,995 +13%
BCA
730
Bray Capital Advisors
Florida
$1.43M +$1.47M +17,853 New
CI
731
Capital International
California
$1.43M -$852K -10,330 -37%
CSIC
732
Clifford Swan Investment Counsel
California
$1.42M
BWM
733
BerganKDV Wealth Management
Minnesota
$1.42M -$136K -1,647 -9%
VCM
734
Violich Capital Management
California
$1.41M -$904K -10,962 -38%
VDFA
735
Vickerman & Driscoll Financial Advisors
Washington
$1.41M +$155K +1,877 +12%
Walleye Trading
736
Walleye Trading
New York
$1.41M -$1.73M -20,935 -54%
FCH
737
Freestone Capital Holdings
Washington
$1.4M +$17.2K +209 +1%
CFA
738
Carroll Financial Associates
North Carolina
$1.4M +$34.1K +414 +2%
AP
739
Advisor Partners
California
$1.4M +$90.9K +1,102 +7%
AFS
740
Access Financial Services
Minnesota
$1.4M +$56.1K +680 +4%
GVT
741
Genesee Valley Trust
New York
$1.39M -$43K -521 -3%
PI
742
Putnam Investments
Massachusetts
$1.39M -$51.9K -629 -4%
CCM
743
Condor Capital Management
New Jersey
$1.38M +$13.3K +161 +0.9%
AT
744
Arden Trust
Delaware
$1.37M +$1.41M +17,083 New
IC
745
Investment Counsel
Michigan
$1.35M
LWM
746
Lenox Wealth Management
Ohio
$1.35M +$31.8K +385 +2%
SJIC
747
St. James Investment Company
Texas
$1.34M +$1.38M +16,740 New
FRM
748
Fox Run Management
Connecticut
$1.34M +$764K +9,259 +124%
MA
749
Marshwinds Advisory
Georgia
$1.34M
ACP
750
Aviance Capital Partners
Florida
$1.33M -$296K -3,591 -18%

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.