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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
HDIM
776
Hanson & Doremus Investment Management
Vermont
$1.21M +$1.65K +20 +0.1%
FNBTCON
777
First National Bank & Trust Co of Newtown
Pennsylvania
$1.21M -$2.56K -31 -0.2%
HIH
778
HRS Investment Holdings
New York
$1.2M
WA
779
Wheatland Advisors
Pennsylvania
$1.18M
HCP
780
Holt Capital Partners
Texas
$1.18M +$161K +1,953 +15%
DPIM
781
Duff & Phelps Investment Management
Illinois
$1.18M -$26.4K -320 -2%
TCMG
782
TSP Capital Management Group
New Jersey
$1.17M -$16.5K -200 -1%
IAM
783
Impax Asset Management
New Hampshire
$1.17M +$157K +1,908 +15%
BFS
784
Bradley Foster & Sargent
Connecticut
$1.15M -$412 -5 -0%
AIM
785
Advantage Investment Management
Iowa
$1.15M +$1.06M +12,818 +874%
DWM
786
Doyle Wealth Management
Florida
$1.12M
AI
787
Atria Investments
North Carolina
$1.12M +$66.9K +811 +6%
HC
788
Henshaw Capital
Massachusetts
$1.11M -$119K -1,443 -9%
TCOV
789
Trust Company of Vermont
Vermont
$1.11M -$105K -1,274 -8%
CCM
790
Chilton Capital Management
Texas
$1.11M +$1.15M +13,959 New
AFG
791
Albion Financial Group
Utah
$1.11M
CANY
792
Caxton Associates (New York)
New York
$1.1M -$254K -3,085 -18%
BCMO
793
Buckingham Capital Management (Ohio)
Ohio
$1.1M -$173K -2,098 -13%
WIM
794
Westside Investment Management
California
$1.09M +$23.8K +288 +2%
LOAME
795
Lombard Odier Asset Management (Europe)
United Kingdom
$1.09M -$137K -1,664 -11%
NHC
796
Nicholas Hoffman & Company
Georgia
$1.09M +$6.27K +76 +0.6%
WCM
797
Whitener Capital Management
North Carolina
$1.07M +$136K +1,645 +14%
BAM
798
Bruderman Asset Management
New York
$1.07M +$29.9K +363 +3%
NERM
799
New England Research & Management
Illinois
$1.07M -$182K -2,203 -14%
AB
800
AT Bancorp
Iowa
$1.06M +$614K +7,440 +128%

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.