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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
CIP
1176
Convergence Investment Partners
Florida
$217K +$14.7K +178 +7%
AOWM
1177
Alpha Omega Wealth Management
Virginia
$216K +$2.8K +34 +1%
GWS
1178
Glassman Wealth Services
Virginia
$211K +$577 +7 +0.3%
PC
1179
Port Capital
Illinois
$210K
RW
1180
Rand Wealth
Maryland
$210K +$2.64K +32 +1%
HKIM
1181
Hayek Kallen Investment Management
Alabama
$209K -$14.4K -175 -6%
CPH
1182
C Partners Holding
Switzerland
$208K -$54.9K -665 -20%
NFC
1183
Northeast Financial Consultants
Connecticut
$207K -$21.6K -262 -9%
CPO
1184
Cerity Partners OCIO
New York
$206K +$237K +2,873 New
BWP
1185
BSW Wealth Partners
Colorado
$205K
SC
1186
SRB Corp
Massachusetts
$205K +$211K +2,559 New
AIA
1187
Armor Investment Advisors
North Carolina
$204K +$210K +2,540 New
SYBT
1188
Stock Yards Bank & Trust
Kentucky
$203K -$2.15K -26 -1%
QPWM
1189
Quadrant Private Wealth Management
Pennsylvania
$203K +$209K +2,534 New
SC
1190
Searle & Co
Connecticut
$202K +$208K +2,519 New
MGIA
1191
Moneta Group Investment Advisors
Missouri
$197K -$308K -3,735 -60%
PWM
1192
Perigon Wealth Management
California
$196K +$200K +2,425 New
BFC
1193
Bedel Financial Consulting
Indiana
$193K +$198K +2,400 New
IWP
1194
Icon Wealth Partners
Texas
$191K -$90.4K -1,096 -32%
MCM
1195
MV Capital Management
Maryland
$191K -$5.2K -63 -3%
C
1196
Cerebellum
California
$191K +$66K +800 +51%
Qube Research & Technologies (QRT)
1197
Qube Research & Technologies (QRT)
United Kingdom
$189K +$194K +2,357 New
HI
1198
Hudock Inc
Pennsylvania
$183K +$990 +12 +0.5%
EA
1199
Edge Advisors
Georgia
$181K -$14.4K -174 -7%
OSNBOA
1200
Old Second National Bank of Aurora
Illinois
$181K +$75.1K +911 +67%

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.