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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
TCM
851
Twin Capital Management
Pennsylvania
$853K
BFO
852
Biltmore Family Office
North Carolina
$852K +$97.7K +1,185 +13%
DDC
853
DF Dent & Co
Maryland
$844K +$629K +7,625 +263%
DCM
854
Dupont Capital Management
Delaware
$837K -$574K -6,961 -40%
MRCM
855
M&R Capital Management
New Jersey
$836K -$78.4K -950 -8%
GAM
856
Gould Asset Management
California
$836K +$4.95K +60 +0.6%
WS
857
Wedbush Securities
California
$834K -$198K -2,398 -19%
CAG
858
Csenge Advisory Group
Florida
$833K +$572K +6,936 +201%
DC
859
DeDora Capital
California
$829K -$158K -1,914 -16%
CB
860
Community Bank
New York
$824K -$28K -340 -3%
FCBT
861
First Citizens Bank & Trust
North Carolina
$820K +$2.64K +32 +0.3%
STA
862
Summit Trail Advisors
New York
$819K +$213K +2,586 +20%
GEA
863
Glen Eagle Advisors
New Jersey
$819K -$14.8K -180 -2%
VIG
864
Vienna Insurance Group
Poland
$814K -$47.6K -577 -5%
BBI
865
Baxter Bros Inc
Connecticut
$810K -$8.25K -100 -1%
TCOT
866
Trust Company of Toledo
Ohio
$810K -$6.27K -76 -0.7%
MBTD
867
Mechanics Bank - Trust Department
California
$810K +$62K +752 +8%
WSFS
868
Wilmington Savings Fund Society
Delaware
$808K -$18.1K -220 -2%
RIA
869
Regal Investment Advisors
Michigan
$805K +$376K +4,563 +83%
AAP
870
Ardsley Advisory Partners
Connecticut
$802K +$412K +5,000 +100%
CA
871
Cambridge Advisors
Nebraska
$800K +$74.2K +900 +10%
CCA
872
Checchi Capital Advisers
California
$796K +$36.4K +441 +5%
IR
873
IAT Reinsurance
New York
$794K
LOAMS
874
Lombard Odier Asset Management (Switzerland)
Switzerland
$794K +$475K +5,755 +139%
GWM
875
Geneos Wealth Management
Colorado
$790K +$247 +3 +0%

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.