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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
TF
1076
Tompkins Financial
New York
$342K
AC
1077
Avestar Capital
New York
$341K +$8.41K +102 +2%
AWM
1078
Avior Wealth Management
Nebraska
$340K -$38.4K -465 -10%
JFGIW
1079
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$339K +$39.3K +477 +13%
ACP
1080
Arcus Capital Partners
Georgia
$339K +$61.9K +751 +22%
WA
1081
Waverly Advisors
Alabama
$338K -$549K -6,656 -61%
CFA
1082
Cahill Financial Advisors
Minnesota
$336K -$34.9K -423 -9%
CPIA
1083
Cornell Pochily Investment Advisors
New York
$329K +$342K +4,150 New
AAM
1084
Aureus Asset Management
Massachusetts
$328K +$76.7K +930 +29%
AIM
1085
Acropolis Investment Management
Missouri
$327K +$16.5K +200 +5%
WP
1086
WMS Partners
Maryland
$324K -$222K -2,688 -40%
LYV
1087
Live Your Vision
Pennsylvania
$323K
FAIM
1088
Financial Advocates Investment Management
Washington
$323K +$99.5K +1,206 +43%
WI
1089
Wintrust Investments
Illinois
$322K +$2.31K +28 +0.7%
SSW
1090
Smith Shellnut Wilson
Mississippi
$321K -$43K -521 -12%
AAP
1091
Arax Advisory Partners
Colorado
$321K +$12.3K +149 +4%
CCFCSB
1092
Cape Cod Five Cents Savings Bank
Massachusetts
$320K -$40.7K -494 -11%
AIS
1093
AlphaOne Investment Services
Pennsylvania
$318K +$236K +2,856 +258%
MC
1094
Miles Capital
Iowa
$318K +$327K +3,965 New
SIM
1095
SSI Investment Management
California
$317K -$4.7K -57 -1%
TL
1096
TrueWealth LLC
Georgia
$317K +$4.04K +49 +1%
WSCM
1097
Wellington Shields Capital Management
New York
$316K -$347K -4,211 -52%
FIAS
1098
FinTrust Investment Advisory Services
South Carolina
$316K +$18.3K +222 +6%
AC
1099
Abbrea Capital
California
$316K +$19.6K +238 +6%
PFS
1100
Physicians Financial Services
North Carolina
$311K -$33K -400 -9%

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.