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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
LA
1251
Legacy Advisors
Pennsylvania
$88K +$8.25K +100 +10%
SFM
1252
Signet Financial Management
New Jersey
$85K +$87.1K +1,056 New
DMK
1253
David M. Knott
$84K
SQA
1254
Simon Quick Advisors
New Jersey
$82K +$35.5K +431 +73%
KC
1255
KHP Capital
Oklahoma
$80K +$82.5K +1,000 New
VNA
1256
Valley National Advisers
Pennsylvania
$79K +$39.2K +475 +94%
AIS
1257
Accurate Investment Solutions
Pennsylvania
$77K
PCM
1258
Poehling Capital Management
Wisconsin
$76K +$8.25K +100 +12%
FANJ
1259
Financial Architects (New Jersey)
New Jersey
$75K -$93.4K -1,132 -55%
PFBT
1260
Parkside Financial Bank & Trust
Missouri
$74K +$6.27K +76 +9%
FFC
1261
First Financial Corp
Indiana
$72K -$12.7K -154 -15%
AIM
1262
Arcadia Investment Management
Michigan
$72K
TFS
1263
TrustCore Financial Services
Tennessee
$72K
WC
1264
Whitnell & Co
Illinois
$71K +$37K +448 +103%
NSB
1265
Norway Savings Bank
Maine
$70K -$15K -182 -17%
CFG
1266
CKW Financial Group
Hawaii
$70K
RBC
1267
Roble Belko & Company
Pennsylvania
$67K -$7.26K -88 -10%
CHP
1268
Cable Hill Partners
Oregon
$66K -$50.7K -615 -42%
CAGAS
1269
Capital Advisory Group Advisory Services
Minnesota
$66K +$67.6K +820 New
RWP
1270
RWA Wealth Partners
Massachusetts
$66K +$68.1K +826 New
SHJ
1271
Sharkey, Howes & Javer
Colorado
$64K
SIAP
1272
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$64K
AWM
1273
Aevitas Wealth Management
Massachusetts
$61K +$82 +1 +0.1%
AWM
1274
AllSquare Wealth Management
New York
$59K
GTAM
1275
Global Trust Asset Management
Florida
$57K +$46.6K +565 +369%

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.