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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
AWM
1126
Aries Wealth Management
Maine
$279K -$8.25K -100 -3%
PGA
1127
Premia Global Advisors
Florida
$279K
AL
1128
Aspiriant LLC
California
$275K +$283K +3,429 New
GW
1129
GW & Wade
Massachusetts
$272K -$58K -703 -17%
GIA
1130
Guyasuta Investment Advisors
Pennsylvania
$269K -$43.4K -526 -14%
DA
1131
Doliver Advisors
Texas
$267K +$14K +170 +5%
CPA
1132
Court Place Advisors
Maryland
$264K
DA
1133
DSC Advisors
Illinois
$264K +$11.6K +141 +4%
IWM
1134
IHT Wealth Management
Illinois
$264K +$16.6K +201 +6%
PP
1135
Patten & Patten
Tennessee
$262K +$4.95K +60 +2%
SFSIG
1136
San Francisco Sentry Investment Group
California
$260K -$15.3K -186 -5%
VCM
1137
Vigilant Capital Management
Maine
$257K -$8.91K -108 -3%
IP
1138
Investment Partners
Ohio
$257K -$660 -8 -0.2%
TWM
1139
Titus Wealth Management
California
$256K +$93.9K +1,138 +37%
IIM
1140
Ipswich Investment Management
Massachusetts
$254K
GLI
1141
Guardian Life Insurance
New York
$250K -$105K -1,271 -29%
WSTAM
1142
Wilbanks Smith & Thomas Asset Management
Virginia
$250K +$257K +3,117 New
CPA
1143
Capital Planning Advisors
California
$246K
LC
1144
LCNB Corp
Ohio
$245K
BFA
1145
Bragg Financial Advisors
North Carolina
$243K +$907 +11 +0.4%
DHFB
1146
Dixon Hubard Feinour & Brown
Virginia
$241K
BDWM
1147
Brewin Dolphin Wealth Management
Ireland
$241K
WIP
1148
Wellesley Investment Partners
Massachusetts
$240K +$17.5K +212 +8%
BDF
1149
Balasa Dinverno & Foltz
$236K -$55.5K -673 -19%
Lido Advisors
1150
Lido Advisors
California
$235K -$38.2K -463 -14%

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.