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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
JDR
751
Jay D. Rosenbaum
$1.32M
FPA
752
First Pacific Advisors
California
$1.32M +$920K +11,150 +212%
VI
753
Versor Investments
New York
$1.31M +$685K +8,300 +104%
WT
754
Whittier Trust
California
$1.31M -$16.7K -202 -1%
TBNY
755
Trustco Bank (New York)
New York
$1.3M +$1.34M +16,265 New
IA
756
IFP Advisors
Florida
$1.3M
SC
757
Schulhoff & Co
Ohio
$1.3M +$35.9K +435 +3%
HCMT
758
Highland Capital Management (Tennessee)
Tennessee
$1.29M -$69.2K -839 -5%
OA
759
Oak Associates
Ohio
$1.29M -$16.5K -200 -1%
DMC
760
Drexel Morgan & Co
Pennsylvania
$1.28M +$10.7K +130 +0.8%
PIM
761
Penobscot Investment Management
Massachusetts
$1.28M +$835K +10,120 +174%
LFAS
762
Level Four Advisory Services
Texas
$1.28M +$193K +2,335 +17%
AWE
763
Avidian Wealth Enterprises
Texas
$1.27M +$113K +1,370 +9%
MHIC
764
Marble Harbor Investment Counsel
Massachusetts
$1.26M
SC
765
SouthState Corp
Florida
$1.26M +$70K +849 +6%
AIM
766
Achmea Investment Management
Netherlands
$1.25M
LD
767
Lipe & Dalton
New York
$1.24M -$28.5K -346 -2%
FWM
768
Frontier Wealth Management
Missouri
$1.24M -$3.37M -40,800 -73%
HCM
769
Highlander Capital Management
New Jersey
$1.23M +$379K +4,600 +41%
RIL
770
Rothschild Investment LLC
Illinois
$1.23M -$510K -6,178 -29%
WPP
771
Whalerock Point Partners
Rhode Island
$1.23M +$142K +1,724 +13%
SF
772
Synovus Financial
Georgia
$1.22M +$43.9K +532 +4%
BRWA
773
B. Riley Wealth Advisors
Florida
$1.22M +$134K +1,630 +12%
BWAM
774
Boyd Watterson Asset Management
Ohio
$1.21M -$337K -4,080 -21%
AAMA
775
Advanced Asset Management Advisors
Ohio
$1.21M

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.