We are live on ! Find out more
MDT icon

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
MCM
1326
Manchester Capital Management
Vermont
$17K -$26.5K -321 -61%
RFA
1327
Reilly Financial Advisors
California
$17K -$14.6K -177 -46%
SIS
1328
Sound Income Strategies
Florida
$16K +$3.22K +39 +24%
FBT
1329
First Bank & Trust
South Dakota
$15K -$5.77K -70 -27%
AWMS
1330
Advocacy Wealth Management Services
Georgia
$15K
CJA
1331
C-J Advisory
California
$15K
WC
1332
Whitney & Co
New York
$15K +$15.4K +187 New
GBBWRPM
1333
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$14K
Winslow Capital Management
1334
Winslow Capital Management
Minnesota
$13K -$1.32K -16 -9%
ARMC
1335
American Research & Management Company
Massachusetts
$12K -$39.4K -478 -76%
VCM
1336
Versant Capital Management
Arizona
$12K -$4.21K -51 -25%
OPWM
1337
Oak Point Wealth Management
Michigan
$12K
FGC
1338
Financial Gravity Companies
Texas
$12K +$990 +12 +9%
FGAM
1339
Financial Gravity Asset Management
Texas
$12K +$12K +146 New
CAC
1340
Certified Advisory Corp
Florida
$11K
MA
1341
MCF Advisors
Kentucky
$11K
PCM
1342
Princeton Capital Management
New Jersey
$11K +$11.5K +140 New
Nomura Holdings
1343
Nomura Holdings
Japan
$10.9K +$916K +11,108 +9%
BL
1344
Balentine LLC
Georgia
$10K -$269K -3,265 -96%
ADL
1345
Asset Dedication LLC
California
$10K -$14.6K -177 -57%
MPPLM
1346
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$10K -$10.7K -130 Closed
MWM
1347
MinichMacGregor Wealth Management
New York
$10K -$6.43K -78 -37%
MUS
1348
Mitsubishi UFJ Securities
Japan
$10K
SWP
1349
Strategic Wealth Partners
Ohio
$10K
SSA
1350
South Street Advisors
New York
$9.02K

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.