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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
1WA
951
180 Wealth Advisors
Washington
$582K +$19.7K +239 +3%
AF
952
Allworth Financial
California
$581K -$4.12K -50 -0.7%
TPWA
953
TRUE Private Wealth Advisors
Oregon
$578K -$118K -1,425 -17%
AIM
954
Aspen Investment Management
Michigan
$574K
RGC
955
Roberts, Glore & Co
Illinois
$574K
MFBTD
956
MB Financial Bank - Trust Department
Illinois
$570K
BCM
957
Brasada Capital Management
Texas
$562K -$82.5K -1,000 -13%
MIM
958
Martin Investment Management
Florida
$562K +$14.8K +180 +3%
PJSIMP
959
P.J. Schmidt Investment Management (PJS)
Wisconsin
$557K -$1.59M -19,269 -73%
TWA
960
TCI Wealth Advisors
Arizona
$556K -$45.6K -553 -7%
LG
961
LaFleur & Godfrey
Michigan
$552K -$70.5K -855 -11%
SFG
962
SNS Financial Group
Minnesota
$551K -$70.6K -856 -11%
RMCM
963
Reynders McVeigh Capital Management
Massachusetts
$548K +$24.7K +300 +5%
AF
964
Affiance Financial
Minnesota
$546K -$119K -1,445 -18%
JIM
965
Jensen Investment Management
Oregon
$545K
PHS
966
Pekin Hardy Strauss
Illinois
$541K -$10.7K -130 -2%
FMLI
967
Fukoku Mutual Life Insurance
Japan
$541K
VDI
968
Vaughan David Investments
Illinois
$538K -$41.2K -500 -7%
GSBTD
969
Glenview State Bank Trust Department
Illinois
$537K +$165K +2,000 +43%
S
970
SignatureFD
Georgia
$536K +$83.9K +1,017 +18%
CA
971
Cetera Advisors
Colorado
$534K +$89.9K +1,090 +20%
RCAG
972
Rehmann Capital Advisory Group
Michigan
$531K -$22.8K -277 -4%
NIM
973
Northeast Investment Management
Massachusetts
$524K
RA
974
Rational Advisors
New York
$524K +$93.2K +1,130 +21%
MYLI
975
Meiji Yasuda Life Insurance
Japan
$523K -$41.2K -500 -7%

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.