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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
HA
101
Homestead Advisers
Virginia
$109M
Korea Investment Corp
102
Korea Investment Corp
South Korea
$109M +$720K +8,724 +0.6%
WHG
103
Westwood Holdings Group
Texas
$105M +$108M +1,310,134 New
AQR Capital Management
104
AQR Capital Management
Connecticut
$104M +$33.1M +401,665 +45%
H
105
Hexavest
Quebec, Canada
$101M +$64M +775,991 +159%
Stifel Financial
106
Stifel Financial
Missouri
$101M +$7.67M +92,997 +8%
SEI Investments
107
SEI Investments
Pennsylvania
$99.1M -$3.19M -38,712 -3%
RJA
108
Raymond James & Associates
Florida
$97.8M +$7.36M +89,217 +8%
EIC
109
Equity Investment Corp
Georgia
$95.5M -$5.27M -63,882 -5%
Chevy Chase Trust
110
Chevy Chase Trust
Maryland
$92.2M -$2.28M -27,622 -2%
State of New Jersey Common Pension Fund D
111
State of New Jersey Common Pension Fund D
New Jersey
$88.5M -$20.6M -250,000 -18%
GIA
112
Gateway Investment Advisers
Ohio
$88M -$2.07M -25,113 -2%
HTC
113
Haverford Trust Company
Pennsylvania
$86.4M +$1.16M +14,116 +1%
ProShare Advisors
114
ProShare Advisors
Maryland
$83.9M -$2.01M -24,405 -2%
US Bancorp
115
US Bancorp
Minnesota
$80.4M -$1.69M -20,513 -2%
Retirement Systems of Alabama
116
Retirement Systems of Alabama
Alabama
$78.8M -$704K -8,536 -0.9%
Mackenzie Financial
117
Mackenzie Financial
Ontario, Canada
$78.3M +$3M +36,329 +4%
SCM
118
Sterling Capital Management
North Carolina
$78.2M +$7.17M +86,901 +10%
Man Group
119
Man Group
United Kingdom
$75.8M +$77.9M +944,907 New
O
120
OppenheimerFunds
New York
$75.2M -$56.9M -689,581 -42%
FMI
121
Factory Mutual Insurance
Massachusetts
$73M -$18.1M -219,680 -19%
TG
122
TCW Group
California
$71.3M +$9.17M +111,135 +14%
GC
123
Guggenheim Capital
Illinois
$69.2M -$2.63M -31,936 -4%
DekaBank Deutsche Girozentrale
124
DekaBank Deutsche Girozentrale
Germany
$68.1M +$1.23M +14,891 +2%
Aviva
125
Aviva
United Kingdom
$67.5M -$5.47M -66,301 -7%

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.