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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
BOS
1001
Bank of Stockton
California
$458K +$52K +630 +12%
BFG
1002
Beacon Financial Group
Texas
$457K +$190K +2,302 +68%
BAS
1003
Brown Advisory Securities
Maryland
$455K +$195K +2,369 +71%
APP
1004
Avantax Planning Partners
Iowa
$454K -$19.1K -232 -4%
SCM
1005
SOL Capital Management
Maryland
$454K +$2.89K +35 +0.6%
MC
1006
Middleton & Co
Massachusetts
$453K -$1.9K -23 -0.4%
MSS
1007
Mitchell Sinkler & Starr
Pennsylvania
$450K +$86.3K +1,046 +23%
EWA
1008
Exencial Wealth Advisors
Oklahoma
$448K +$145K +1,759 +46%
VFA
1009
Voya Financial Advisors
Connecticut
$444K -$36.7K -445 -7%
PFSC
1010
Peoples Financial Services Corp
Pennsylvania
$444K
IFAM
1011
Institutional & Family Asset Management
Colorado
$440K +$452K +5,485 New
AF
1012
Arrow Financial
New York
$439K -$2.89K -35 -0.6%
ECM
1013
Elgethun Capital Management
South Dakota
$439K
FCFC
1014
First Commonwealth Financial Corp
Pennsylvania
$437K +$206K +2,498 +85%
NG
1015
Northstar Group
New York
$435K -$57.7K -700 -11%
GT
1016
Greenleaf Trust
Michigan
$435K +$82.2K +997 +23%
PLFAM
1017
Pineno Levin & Ford Asset Management
Virginia
$434K
WI
1018
WrapManager Inc
California
$432K -$6.93K -84 -2%
OAJ
1019
Ogorek Anthony Joseph
New York
$430K
CFG
1020
Citizens Financial Group
Rhode Island
$429K +$160K +1,941 +57%
HB
1021
Homrich & Berg
Georgia
$427K -$85.7K -1,039 -16%
LIM
1022
Leavell Investment Management
Alabama
$427K +$16.5K +200 +4%
CEP
1023
Chicago Equity Partners
Illinois
$422K +$434K +5,261 New
WB
1024
Webster Bank
Connecticut
$421K -$6.02K -73 -1%
TFO
1025
Tarbox Family Office
California
$421K +$2.23K +27 +0.5%

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.