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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
VOYA Investment Management
126
VOYA Investment Management
Georgia
$62.2M -$474K -5,750 -0.7%
Loomis, Sayles & Company
127
Loomis, Sayles & Company
Massachusetts
$61.7M -$4.86M -58,886 -7%
HSBC Holdings
128
HSBC Holdings
United Kingdom
$60.8M +$14.9M +181,107 +31%
CIC
129
Crawford Investment Counsel
Georgia
$59.7M +$2.01M +24,386 +3%
Natixis Advisors
130
Natixis Advisors
Massachusetts
$59.6M +$2.84M +34,443 +5%
Point72 Asset Management
131
Point72 Asset Management
Connecticut
$59.5M -$69.9M -847,826 -53%
Toronto Dominion Bank
132
Toronto Dominion Bank
Ontario, Canada
$58.6M +$12.1M +147,076 +25%
CIP
133
Cornerstone Investment Partners
Georgia
$58.3M +$8.16M +98,912 +16%
Axa
134
Axa
France
$57M -$997K -12,093 -2%
Luther King Capital Management (LKCM)
135
Luther King Capital Management (LKCM)
Texas
$54.4M -$20.9M -253,861 -27%
MAM
136
Martingale Asset Management
Massachusetts
$53.7M +$4.39M +53,210 +9%
CI
137
Cambiar Investors
Colorado
$53.5M -$1.03M -12,525 -2%
KBC Group
138
KBC Group
Belgium
$52.8M +$1.31M +15,823 +2%
GTP
139
Global Thematic Partners
New York
$52.3M -$1.95M -23,685 -4%
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$52.3M -$1.35M -16,336 -2%
IIP
141
Intermede Investment Partners
United Kingdom
$52M -$4.79M -58,076 -8%
TIM
142
Thornburg Investment Management
New Mexico
$51.6M -$2.63M -31,827 -5%
RCAMU
143
Rothschild & Co Asset Management US
Connecticut
$50.9M -$2.85M -34,594 -5%
JMPWA
144
JP Morgan Private Wealth Advisors
California
$50.8M +$1.06M +12,847 +2%
SDIC
145
South Dakota Investment Council
South Dakota
$50.4M +$822K +9,971 +2%
BCIM
146
British Columbia Investment Management
British Columbia, Canada
$50.3M +$969K +11,752 +2%
SIC
147
Schwartz Investment Counsel
Michigan
$49.6M +$6.6M +80,000 +15%
SLAM
148
Swiss Life Asset Management
$48.8M +$1.07M +12,951 +2%
JIC
149
Johnson Investment Counsel
Ohio
$48.2M +$2.5M +30,297 +5%
ACI
150
AMP Capital Investors
Australia
$47.2M -$2.18M -26,434 -4%

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.