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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
GI
1276
GS Investments
Minnesota
$56.2K
GFP
1277
Gryphon Financial Partners
Ohio
$56K -$9.4K -114 -14%
AFIA
1278
America First Investment Advisors
Nebraska
$56K -$8.25K -100 -13%
HCM
1279
Horrell Capital Management
Arkansas
$56K
CPA
1280
Clear Perspective Advisors
Illinois
$56K +$48.6K +589 +545%
ME
1281
McIlrath & Eck
Washington
$55K -$4.29K -52 -7%
ACM
1282
AUA Capital Management
Pennsylvania
$54K +$6.19K +75 +13%
EARNEST Partners
1283
EARNEST Partners
Georgia
$53K
KCPG
1284
Kavar Capital Partners Group
Kansas
$50K +$51K +618 New
FRA
1285
Front Row Advisors
California
$49K
JA
1286
JOYN Advisors
Georgia
$47K +$48K +582 New
BWM
1287
Baystate Wealth Management
Massachusetts
$46K -$7.59K -92 -14%
SWA
1288
Sutton Wealth Advisors
Florida
$45.6K +$1.24K +15 +3%
M
1289
MOTCO
Texas
$45K +$13.6K +165 +42%
CAL
1290
Capital Analysts LLC
Pennsylvania
$44K +$82 +1 +0.2%
THWM
1291
Taylor Hoffman Wealth Management
Virginia
$43K
FCFS
1292
First Command Financial Services
Texas
$43K +$20.1K +244 +84%
FCB
1293
First Command Bank
Texas
$42.9K +$20.1K +244 +84%
PS
1294
Portfolio Strategies
New York
$42K
CM
1295
Castleark Management
Illinois
$39K
CAW
1296
Cornerstone Advisors (Washington)
Washington
$39K +$6.1K +74 +18%
JG
1297
Jefferies Group
New York
$38K -$3.95M -47,923 -99%
MSA
1298
Marino Stram & Associates
Massachusetts
$34K
FMTCOCP
1299
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$33.4K
PGWM
1300
Parisi Gray Wealth Management
New Jersey
$33K

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.