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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
CC
901
Cedar Capital
Illinois
$718K +$237K +2,870 +47%
BBA
902
BLB&B Advisors
Pennsylvania
$714K -$223K -2,700 -23%
MHS
903
M Holdings Securities
Oregon
$710K -$316K -3,831 -30%
GJIC
904
Gamble Jones Investment Counsel
California
$709K +$124K +1,501 +20%
MMHP
905
Murphy Middleton Hinkle & Parker
Georgia
$703K -$82 -1 -0%
WAM
906
Wealthspire Advisors (Maryland)
Maryland
$692K -$135K -1,640 -16%
SGI
907
Summit Global Investments
Utah
$688K -$607K -7,363 -46%
WWM
908
Windsor Wealth Management
Indiana
$683K -$577 -7 -0.1%
SFM
909
Signature Financial Management
Virginia
$682K +$702K +8,513 New
TFA
910
Transamerica Financial Advisors
Florida
$675K -$29.3K -355 -4%
IAA
911
Independent Advisor Alliance
North Carolina
$675K -$20K -242 -3%
CII
912
Capital International Inc
California
$674K -$1.06M -12,900 -61%
CCP
913
Cardan Capital Partners
Colorado
$668K +$687K +8,326 New
PL
914
Plancorp LLC
Missouri
$667K
RCM
915
Radnor Capital Management
Pennsylvania
$667K
GRP
916
Global Retirement Partners
California
$655K +$123K +1,497 +22%
WAM
917
Weatherly Asset Management
California
$654K -$36.1K -438 -5%
WIC
918
Whitegate Investment Counselors
New Hampshire
$654K -$6.6K -80 -1%
SMC
919
Smith, Moore & Co
Missouri
$654K
MA
920
Montag & Associates
Georgia
$654K +$32.5K +394 +5%
CB
921
Chemical Bank
Michigan
$653K -$1.81K -22 -0.3%
GG
922
Gofen & Glossberg
Illinois
$653K +$24.8K +301 +4%
MSAM
923
Moloney Securities Asset Management
Missouri
$652K -$43K -521 -6%
LSAG
924
Lake Street Advisors Group
New Hampshire
$638K -$143K -1,738 -18%
HCC
925
Hirtle Callaghan & Co
Pennsylvania
$637K

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.