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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
CIC
976
Carnegie Investment Counsel
Ohio
$519K -$36.6K -444 -7%
OCG
977
Opus Capital Group
Ohio
$517K
AI
978
Accredited Investors
Minnesota
$514K +$72.6K +880 +16%
LRIC
979
Long Road Investment Counsel
Michigan
$513K
CS
980
Credential Securities
$511K -$83.1K -1,007 -14%
ITIM
981
Indiana Trust & Investment Management
Indiana
$510K -$2.89K -35 -0.5%
SS
982
Sunbelt Securities
Texas
$510K +$31.8K +385 +6%
CCA
983
Cobblestone Capital Advisors
New York
$509K +$4.12K +50 +0.8%
BHC
984
Bowen Hanes & Co
Florida
$506K
FQ
985
First Quadrant
California
$505K
MTC
986
McDaniel Terry & Co
Texas
$502K
BBA
987
Braun-Bostich & Associates
Pennsylvania
$500K +$117K +1,415 +29%
SWM
988
Segment Wealth Management
Texas
$496K +$93.4K +1,132 +22%
PCG
989
Private Capital Group
Connecticut
$494K +$742 +9 +0.1%
BWL
990
Bogart Wealth LLC
Virginia
$492K +$129K +1,570 +34%
BCM
991
Becker Capital Management
Oregon
$492K +$506K +6,137 New
AIM
992
Assured Investment Management
New York
$483K +$196K +2,376 +65%
NA
993
NewEdge Advisors
Louisiana
$479K -$31K -376 -6%
LWCFA
994
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$477K
NSIM
995
North Star Investment Management
Illinois
$477K +$326K +3,948 +198%
PCM
996
Pointe Capital Management
Michigan
$472K +$330 +4 +0.1%
FC
997
Ferris Capital
Massachusetts
$468K -$204K -2,471 -30%
VFPI
998
Vantage Financial Partners (Illinois)
Illinois
$465K +$41.2K +500 +9%
SFA
999
Sequoia Financial Advisors
Ohio
$462K -$67K -812 -12%
SB
1000
Simmons Bank
Arkansas
$459K +$82 +1 +0%

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.