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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
SBL
1301
Sargent Bickham Lagudis
Colorado
$33K
POIA
1302
Pin Oak Investment Advisors
Texas
$32K
GAM
1303
Gemmer Asset Management
California
$31K -$3.38K -41 -10%
WWM
1304
Willingdon Wealth Management
North Carolina
$31K +$26.8K +325 +533%
FA
1305
Fortis Advisors
Pennsylvania
$29K
JAM
1306
Jolley Asset Management
North Carolina
$28K
TG
1307
TLP Group
Illinois
$27K -$372K -4,510 -93%
SNT
1308
Security National Trust
West Virginia
$24K -$6.35K -77 -20%
BC
1309
Barnett & Company
Tennessee
$24K
TC
1310
Trust Company
Kansas
$24K
GSC
1311
G&S Capital
Colorado
$24K +$82 +1 +0.3%
TCM
1312
Tributary Capital Management
Nebraska
$24K +$24.7K +300 New
SLF
1313
Sun Life Financial
Ontario, Canada
$22.6K -$1.34M -16,301 -90%
SFPIA
1314
Stevens First Principles Investment Advisors
California
$22K -$107K -1,300 -83%
JWA
1315
JFS Wealth Advisors
Pennsylvania
$22K
MWM
1316
Mascoma Wealth Management
New Hampshire
$22K
WDL
1317
Well Done LLC
Michigan
$22K +$22.7K +275 New
FFW
1318
Fusion Family Wealth
New York
$21K
TCM
1319
Tradewinds Capital Management
Washington
$21K
RFM
1320
Royal Fund Management
Florida
$21K +$21.9K +266 New
RFWA
1321
RPg Family Wealth Advisory
Massachusetts
$20.8K -$25.7K -311 -55%
PRS
1322
Pinkerton Retirement Specialists
Idaho
$18K
RCC
1323
Red Cedar Capital
Nebraska
$18K
WAS
1324
Winch Advisory Services
Wisconsin
$18K +$82 +1 +0.5%
PFO
1325
Pathstone Family Office
New Jersey
$18K +$18.5K +224 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.