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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
SAM
1051
Security Asset Management
New York
$376K
P
1052
Pitcairn
Pennsylvania
$375K +$73.7K +893 +24%
FHA
1053
Flagship Harbor Advisors
Massachusetts
$374K -$19.2K -233 -5%
PA
1054
Parallel Advisors
California
$368K -$14K -170 -4%
AMIM
1055
Aull & Monroe Investment Management
Alabama
$368K -$9.81K -119 -3%
PCM
1056
Perritt Capital Management
Illinois
$368K
ANRIA
1057
American National Registered Investment Advisor
Texas
$367K -$8.83K -107 -2%
AWA
1058
Arete Wealth Advisors
Illinois
$366K +$376K +4,562 New
Acadian Asset Management
1059
Acadian Asset Management
Massachusetts
$365K -$380K -4,609 -50%
MNBTD
1060
Moody National Bank Trust Division
Texas
$364K -$8.83K -107 -2%
BHBT
1061
Burke & Herbert Bank & Trust
Virginia
$364K -$1.73K -21 -0.5%
MCM
1062
Mitchell Capital Management
Kansas
$364K +$159K +1,931 +74%
DAS
1063
Dynamic Advisor Solutions
Arizona
$363K +$126K +1,522 +51%
SLT
1064
St Louis Trust
Missouri
$359K
BFM
1065
Boothbay Fund Management
New York
$359K +$369K +4,477 New
DWA
1066
Douglass Winthrop Advisors
New York
$358K -$742 -9 -0.2%
MFW
1067
Mosaic Family Wealth
Missouri
$358K +$3.79K +46 +1%
BP
1068
Ballentine Partners
Massachusetts
$356K -$24.6K -298 -6%
BSW
1069
Buckingham Strategic Wealth
Missouri
$354K -$54.3K -658 -13%
RIM
1070
Regent Investment Management
Kentucky
$353K
RS
1071
Robeco Schweiz
Switzerland
$351K -$9.16K -111 -2%
CFD
1072
Creative Financial Designs
Indiana
$350K +$11.2K +136 +3%
FIB
1073
First Interstate Bank
Montana
$349K -$2.72K -33 -0.8%
CHA
1074
Carmichael Hill & Associates
Maryland
$348K
ISL
1075
Ingalls & Snyder LLC
New York
$346K -$4.7K -57 -1%

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.