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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
BAC
926
Boys Arnold & Co
North Carolina
$637K +$14.8K +180 +2%
MYIA
927
Mount Yale Investment Advisors
Colorado
$637K +$655K +7,944 New
Simplex Trading
928
Simplex Trading
Illinois
$636K -$1.67M -20,194 -72%
CA
929
Calton & Associates
Florida
$634K -$1.09M -13,216 -63%
MSFP
930
Mark Sheptoff Financial Planning
Connecticut
$633K
RTS
931
Round Table Services
New Jersey
$631K +$63.6K +771 +11%
PFS
932
Prospera Financial Services
Texas
$629K -$11.4K -138 -2%
JWBC
933
J.W. Burns & Co
New York
$625K
WPA
934
West Paces Advisors
Georgia
$623K +$87K +1,055 +16%
IB
935
Intrust Bank
Kansas
$615K -$99.1K -1,202 -14%
GLA
936
Good Life Advisors
Pennsylvania
$610K +$18.1K +219 +3%
FMBTD
937
First Midwest Bank Trust Division
Illinois
$609K +$32.6K +395 +5%
UWM
938
USAdvisors Wealth Management
Minnesota
$607K -$23.7K -287 -4%
PAS
939
Park Avenue Securities
New York
$607K +$313K +3,789 +94%
NSAM
940
North Star Asset Management
Wisconsin
$601K -$103K -1,250 -14%
FWCM
941
Ferguson Wellman Capital Management
Oregon
$599K -$196K -2,375 -24%
FCCM
942
First City Capital Management
Georgia
$598K
B
943
Bellecapital
Switzerland
$598K +$615K +7,458 New
RWA
944
Ropes Wealth Advisors
Massachusetts
$596K
WAM
945
Wolverine Asset Management
Illinois
$592K +$609K +7,388 New
WFG
946
Wills Financial Group
Virginia
$590K +$20.5K +248 +3%
CBB
947
Citizens Business Bank
California
$586K +$124K +1,500 +26%
BWM
948
Buckley Wealth Management
Nevada
$585K +$86.7K +1,051 +17%
CAPTRUST Financial Advisors
949
CAPTRUST Financial Advisors
North Carolina
$585K +$150K +1,821 +32%
Holocene Advisors
950
Holocene Advisors
New York
$583K -$361K -4,381 -38%

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.