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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
CAS
1101
Cue Advisory Services
Arizona
$310K +$12.2K +148 +4%
NFG
1102
Next Financial Group
Texas
$309K -$68.9K -835 -18%
HCM
1103
Hall Capital Management
Rhode Island
$306K -$6.19K -75 -2%
MFG
1104
Merit Financial Group
Georgia
$306K +$5.44K +66 +2%
WPW
1105
Waldron Private Wealth
Pennsylvania
$302K -$54.4K -660 -15%
TH
1106
Timber Hill
Connecticut
$301K -$2.15M -26,082 -87%
AWM
1107
AE Wealth Management
Kansas
$299K -$33.9K -411 -10%
BB
1108
Bell Bank
North Dakota
$299K -$23.1K -280 -7%
BG
1109
Bollard Group
Massachusetts
$296K +$1.16K +14 +0.4%
WA
1110
WBH Advisory
Maryland
$295K +$24.7K +300 +9%
SFG
1111
Summit Financial Group
West Virginia
$294K +$88.8K +1,076 +42%
PV
1112
Private Vista
Illinois
$290K +$298K +3,615 New
JFGLC
1113
Johnson Financial Group LLC (Colorado)
Colorado
$289K -$125K -1,511 -30%
LWAC
1114
Laurel Wealth Advisors (California)
California
$285K -$10.9K -132 -4%
JGIA
1115
Jackson Grant Investment Advisers
Connecticut
$285K +$990 +12 +0.3%
SAM
1116
Seelaus Asset Management
New Jersey
$284K +$9.49K +115 +3%
FMB
1117
Field & Main Bank
Kentucky
$284K +$50.7K +615 +21%
KA
1118
Kovack Advisors
Florida
$283K +$9.4K +114 +3%
EHWM
1119
Eads & Heald Wealth Management
Georgia
$283K +$291K +3,525 New
SCA
1120
Snowden Capital Advisors
New York
$282K -$8.33K -101 -3%
DAM
1121
Delta Asset Management
Tennessee
$282K
ACM
1122
Alethea Capital Management
Washington
$281K -$833K -10,105 -74%
JA
1123
JVL Associates
Michigan
$281K
WIA
1124
Wealthstreet Investment Advisors
Texas
$281K +$17.2K +209 +6%
FCAG
1125
First Capital Advisors Group
New Jersey
$279K -$70.5K -855 -20%

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.