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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
MMG
876
Monetary Management Group
Missouri
$788K
TC
877
Toews Corporation
New Jersey
$786K +$808K +9,800 New
MMPW
878
Mitchell McLeod Pugh & Williams
Alabama
$784K -$90.7K -1,100 -10%
SLG
879
Stanley-Laman Group
Pennsylvania
$781K +$54.7K +663 +7%
CSS
880
Cubist Systematic Strategies
Connecticut
$778K -$3.1M -37,633 -80%
ARMT
881
Amica Retiree Medical Trust
Rhode Island
$777K
PT
882
Plimoth Trust
Massachusetts
$777K +$95.7K +1,160 +14%
YIA
883
YHB Investment Advisors
Connecticut
$774K -$18.5K -224 -2%
ABC
884
Associated Banc-Corp
Wisconsin
$773K -$49.2K -597 -6%
CIA
885
Cascade Investment Advisors
Oregon
$773K +$794K +9,625 +96,250%
TSWM
886
Triangle Securities Wealth Management
North Carolina
$765K +$180K +2,187 +30%
LKIM
887
Lawson Kroeker Investment Management
Nebraska
$764K +$26.4K +320 +3%
BFO
888
Boston Family Office
Massachusetts
$760K +$18.1K +219 +2%
LWS
889
Lucia Wealth Services
California
$758K +$339K +4,112 +77%
TW
890
Transform Wealth
Colorado
$757K -$16.5K -200 -2%
GLA
891
Great Lakes Advisors
Illinois
$754K -$62.8K -761 -7%
PAG
892
Private Advisor Group
New Jersey
$744K -$1.18M -14,290 -61%
VFA
893
Valeo Financial Advisors
Indiana
$744K +$238K +2,883 +45%
LJAC
894
L.J. Altfest & Co
New York
$741K -$31.3K -380 -4%
OCM
895
Orleans Capital Management
Louisiana
$740K -$1.76M -21,335 -70%
VIA
896
Vident Investment Advisory
Georgia
$738K -$2.66M -32,264 -78%
DI
897
Diligent Investors
California
$737K
HTHT
898
Hemenway Trust Hemenway Trust
New Hampshire
$736K +$41.7K +505 +6%
SOAMC
899
Spirit of America Management Corp
New York
$724K
ST
900
Smithfield Trust
Pennsylvania
$718K +$31.3K +380 +4%

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.