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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
JAM
1376
JCIC Asset Management
Ontario, Canada
$3K +$3.13K +38 New
ACA
1377
Atlas Capital Advisors
Wyoming
$2.89K +$2.97K +36 New
AIA
1378
Arcadia Investment Advisors
Idaho
$2.81K
LFG
1379
LifePlan Financial Group
Ohio
$2K +$2.06K +25 New
SFA
1380
Spectrum Financial Alliance
Kentucky
$2K +$2.56K +31 New
BIMC
1381
Benson Investment Management Company
Virginia
$1K -$2.53M -30,710 -100%
CB
1382
CNB Bank
Pennsylvania
$1K -$907 -11 -48%
LWA
1383
Lowe Wealth Advisors
Maryland
$1K
SAM
1384
Shamrock Asset Management
Texas
$1K
GWA
1385
Guidant Wealth Advisors
Illinois
$1K +$1.73K +21 New
Janus Henderson Group
1386
Janus Henderson Group
United Kingdom
-$592M -7,327,699 Closed
Arrowstreet Capital
1387
Arrowstreet Capital
Massachusetts
-$217M -2,693,463 Closed
Renaissance Technologies
1388
Renaissance Technologies
New York
-$116M -1,432,441 Closed
CI Investments Inc
1389
CI Investments Inc
Ontario, Canada
-$75.1M -929,851 Closed
SI
1390
Sentry Investments
Ontario, Canada
-$36.1M -447,400 Closed
Squarepoint
1391
Squarepoint
New York
-$31.1M -384,823 Closed
LBA
1392
Letko, Brosseau & Associates
Quebec, Canada
-$29.5M -365,075 Closed
CCM
1393
Compass Capital Management
Minnesota
-$24.5M -302,793 Closed
MWNA
1394
Marshall Wace North America
New York
-$22.1M -273,910 Closed
O
1395
OrbiMed
New York
-$20.5M -254,200 Closed
HT
1396
HAP Trading
New York
-$15.9M -196,402 Closed
Voloridge Investment Management
1397
Voloridge Investment Management
Florida
-$14.7M -181,469 Closed
Kayne Anderson Rudnick Investment Management
1398
Kayne Anderson Rudnick Investment Management
California
-$12.3M -151,984 Closed
SCM
1399
Suffolk Capital Management
New York
-$7.94M -98,344 Closed
QC
1400
Quadrature Capital
United Kingdom
-$6.18M -76,442 Closed

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.