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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
New York State Teachers Retirement System (NYSTRS)
76
New York State Teachers Retirement System (NYSTRS)
New York
$186M -$4.34M -52,630 -2%
TA
77
Teachers Advisors
New York
$183M +$532K +6,454 +0.3%
EVM
78
Eaton Vance Management
Massachusetts
$171M +$86.9M +1,053,375 +98%
Canada Life
79
Canada Life
Manitoba, Canada
$169M +$7.09M +85,984 +4%
Capital International Investors
80
Capital International Investors
California
$160M -$201M -2,433,309 -55%
Neuberger Berman Group
81
Neuberger Berman Group
New York
$154M +$18.7M +226,988 +13%
SBAM
82
Santa Barbara Asset Management
California
$154M +$1.16M +14,059 +0.7%
State Board of Administration of Florida Retirement System
83
State Board of Administration of Florida Retirement System
Florida
$150M -$4.72M -57,242 -3%
BG
84
Bahl & Gaynor
Ohio
$149M -$7.35M -89,096 -5%
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$148M -$11.5M -139,022 -7%
WRF
86
Waddell & Reed Financial
Kansas
$147M +$123M +1,493,557 +438%
Public Employees Retirement Association of Colorado
87
Public Employees Retirement Association of Colorado
Colorado
$143M -$3.58M -43,369 -2%
Schroder Investment Management Group
88
Schroder Investment Management Group
United Kingdom
$142M +$12.3M +149,559 +9%
CIBC Private Wealth Group
89
CIBC Private Wealth Group
Georgia
$142M -$514K -6,232 -0.4%
SO
90
STRS Ohio
Ohio
$141M -$1.64M -19,872 -1%
Balyasny Asset Management
91
Balyasny Asset Management
Illinois
$137M +$62.1M +752,483 +78%
AGA
92
Altrinsic Global Advisors
Connecticut
$137M -$1.2M -14,526 -0.8%
CGI
93
Comgest Global Investors
France
$131M +$54.8M +664,800 +69%
Adage Capital Partners
94
Adage Capital Partners
Massachusetts
$130M -$11.9M -144,118 -8%
Citigroup
95
Citigroup
New York
$129M +$9.49M +115,031 +8%
FAM
96
Fred Alger Management
New York
$128M +$44.8M +542,715 +51%
State of Wisconsin Investment Board
97
State of Wisconsin Investment Board
Wisconsin
$127M -$8.74M -105,929 -6%
Lord, Abbett & Co
98
Lord, Abbett & Co
New Jersey
$120M +$2.45M +29,700 +2%
TD Asset Management
99
TD Asset Management
Ontario, Canada
$117M +$7.66M +92,923 +7%
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
$110M +$113M +1,368,574 New

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.