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
NCM
1351
Nelson Capital Management
California
$9K -$25.2K -305 -73%
AA
1352
AlphaMark Advisors
Kentucky
$8K
DOA
1353
D'Orazio & Associates
Virginia
$8K
RCG
1354
Ruggie Capital Group
Florida
$8K
ST
1355
Sageworth Trust
Pennsylvania
$8K +$8.17K +99 New
CCA
1356
Clearwater Capital Advisors
Illinois
$8K +$8.25K +100 New
FBC
1357
Fairfield, Bush & Co
Connecticut
$8K +$8.25K +100 New
VCM
1358
Virtue Capital Management
Tennessee
$8K +$8.25K +100 New
WPW
1359
Winthrop Partners - WNY
New York
$7.85K +$8.25K +100 New
RIA
1360
RPG Investment Advisory
California
$7K -$2.64K -32 -26%
NPP
1361
New Potomac Partners
Maryland
$7K
TC
1362
Trilogy Capital
California
$7K +$6.85K +83 New
ECM
1363
Exchange Capital Management
Michigan
$6K
TIM
1364
Tortoise Investment Management
New York
$6K
AWA
1365
Acorn Wealth Advisors
Michigan
$5K
FMP
1366
Financial Management Professionals
Texas
$5K
CTB
1367
Country Trust Bank
Illinois
$4K -$152K -1,843 -97%
MCM
1368
Mainstay Capital Management
Michigan
$4K -$7.26K -88 -64%
BCI
1369
Brinker Capital Investments
Pennsylvania
$4K
WCAMG
1370
Woodard & Company Asset Management Group
North Carolina
$4K
ML
1371
McAdam LLC
Pennsylvania
$4K +$4.12K +50 New
SWMG
1372
Signature Wealth Management Group
Georgia
$4K +$4.12K +50 New
EWM
1373
Elmwood Wealth Management
California
$3.05K +$3.13K +38 New
SP
1374
SWS Partners
Ohio
$3K -$1.4K -17 Closed
PFGIA
1375
Patriot Financial Group Insurance Agency
Massachusetts
$3K

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.