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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
WP
1451
WealthSource Partners
California
-$280K -3,468 Closed
SI
1452
SII Investments
Wisconsin
-$267K -3,349 Closed
SSG
1453
Summit Securities Group
New York
-$266K -3,300 Closed
ECAM
1454
East Coast Asset Management
Massachusetts
-$256K -3,165 Closed
MCM
1455
Mengis Capital Management
Oregon
-$254K -3,146 Closed
I
1456
IberiaBank
Louisiana
-$263K -3,138 Closed
HF
1457
HRT Financial
New York
-$248K -3,082 Closed
GA
1458
Gateway Advisory
New Jersey
-$248K -3,067 Closed
CCG
1459
Cypress Capital Group
Florida
-$233K -2,885 Closed
LCM
1460
Logan Capital Management
Pennsylvania
-$219K -2,711 Closed
B
1461
Brightworth
Georgia
-$218K -2,701 Closed
GP
1462
Girard Partners
Pennsylvania
-$213K -2,639 Closed
PCA
1463
Personal Capital Advisors
California
-$206K -2,546 Closed
RT
1464
Rockland Trust
Massachusetts
-$204K -2,528 Closed
CCM
1465
Carlson Capital Management
Minnesota
-$203K -2,511 Closed
PI
1466
Parkside Investments
Illinois
-$202K -2,500 Closed
PHK
1467
Point72 Hong Kong
Hong Kong
-$177K -2,195 Closed
LCM
1468
Liberty Capital Management
Michigan
-$182K -2,125 Closed
NAMA
1469
Nikko Asset Management Americas
New York
-$163K -2,100 Closed
First Eagle Investment Management
1470
First Eagle Investment Management
New York
-$116K -1,434 Closed
AJ
1471
Ashburton (Jersey)
Jersey
-$379K -1,216 Closed
PWM
1472
Paulson Wealth Management
Illinois
-$87K -1,081 Closed
IAM
1473
Integre Asset Management
New York
-$78K -965 Closed
DCM
1474
Delpha Capital Management
New York
-$70K -869 Closed
LC
1475
Landaas & Company
Wisconsin
-$67K -825 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.