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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
LPIC
1201
LeJeune Puetz Investment Counsel
Michigan
$179K
OFW
1202
Omnia Family Wealth
Florida
$178K -$35.5K -431 -16%
SIAS
1203
Shine Investment Advisory Services
Colorado
$174K -$65.4K -793 -27%
CPIG
1204
Chicago Partners Investment Group
Illinois
$174K +$30.4K +368 +20%
FCMT
1205
Founders Capital Management (Texas)
Texas
$172K
AssetMark Inc
1206
AssetMark Inc
California
$171K -$318K -3,852 -64%
OIA
1207
Optimum Investment Advisors
Illinois
$170K -$41.2K -500 -19%
HFM
1208
Hartford Financial Management
Connecticut
$154K
NEI
1209
Northwest & Ethical Investments
Ontario, Canada
$152K
EWM
1210
Endurance Wealth Management
Rhode Island
$152K
LFA
1211
Legacy Financial Advisors
Kentucky
$151K +$96.5K +1,170 +159%
QCG
1212
Quadrant Capital Group
Ohio
$150K +$24.6K +298 +17%
BCWM
1213
Bartlett & Co Wealth Management
Ohio
$148K +$152K +1,837 New
PCP
1214
Proficio Capital Partners
Massachusetts
$147K -$30.1K -365 -17%
SFG
1215
SevenBridge Financial Group
Pennsylvania
$147K -$9.07K -110 -6%
FPS
1216
Fieldpoint Private Securities
Connecticut
$147K
BC
1217
Bartlett & Co
Ohio
$147K +$40.2K +487 +36%
BAM
1218
Barrett Asset Management
New York
$146K
TSW
1219
Thompson Siegel & Walmsley
Virginia
$141K -$16.5K -200 -10%
JCM
1220
Jacobi Capital Management
Pennsylvania
$141K +$20K +243 +15%
OIA
1221
OneDigital Investment Advisors
Kansas
$137K +$577 +7 +0.4%
Cohen & Steers
1222
Cohen & Steers
New York
$136K
PMFA
1223
Plante Moran Financial Advisors
Michigan
$135K +$40.2K +487 +41%
BCP
1224
Blue Chip Partners
Michigan
$133K +$11K +133 +9%
DWM
1225
Destination Wealth Management
California
$132K +$136K +1,645 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.