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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
BI
1151
Ballast Inc
Kentucky
$235K
SS
1152
Simplicity Solutions
Minnesota
$235K +$6.93K +84 +3%
PWLP
1153
Prio Wealth Limited Partnership
Massachusetts
$235K +$33.5K +406 +16%
LNC
1154
Lincoln National Corp
Pennsylvania
$234K -$240K -2,914 -50%
CBU
1155
CIBC Bank USA
Illinois
$234K -$23.4K -284 -9%
BCM
1156
BlueCrest Capital Management
Jersey
$233K +$240K +2,909 New
CL
1157
CIM LLC
New York
$232K +$2.89K +35 +1%
BW
1158
Bison Wealth
Georgia
$232K +$5.2K +63 +2%
AIP
1159
Almanack Investment Partners
Pennsylvania
$232K +$65.9K +799 +39%
LPT
1160
Legacy Private Trust
Wisconsin
$229K -$66K -800 -22%
1IA
1161
1834 Investment Advisors
Wisconsin
$229K -$24.7K -300 -10%
ATFA
1162
All Terrain Financial Advisors
Minnesota
$228K
CFSG
1163
Community Financial Services Group
Vermont
$227K +$233K +2,825 New
RPC
1164
Rossmore Private Capital
Connecticut
$226K +$31.6K +383 +16%
FI
1165
FormulaFolio Investments
Michigan
$226K +$232K +2,813 New
OC
1166
Oakworth Capital
Alabama
$224K -$1.24K -15 -0.5%
WPC
1167
White Pine Capital
Minnesota
$224K
NL
1168
NWAM LLC
Washington
$222K +$16.7K +203 +8%
Cetera Investment Advisers
1169
Cetera Investment Advisers
Illinois
$221K +$4.45K +54 +2%
EFSCE
1170
Enterprise Financial Services Corp (EFSC)
Missouri
$221K +$9.49K +115 +4%
PWPS
1171
Pinnacle Wealth Planning Services
Ohio
$219K +$225K +2,731 New
BJL
1172
Brighton Jones LLC
Washington
$218K -$86.6K -1,050 -28%
AW
1173
ACG Wealth
Georgia
$218K -$20K -243 -8%
FPB
1174
First PREMIER Bank
South Dakota
$218K
MG
1175
Mather Group
Illinois
$218K +$224K +2,719 New

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.