Medtronic
MDT
1,484 hedge funds and large institutions have $109B invested in Medtronic in 2018 Q3 according to their latest regulatory filings, with 144 funds opening new positions, 531 increasing their positions, 594 reducing their positions, and 59 closing their positions.
144% more first-time investments, than exits
New positions opened: 144 | Existing positions closed: 59
35% more funds holding in top 10
Funds holding in top 10: 49 → 66 (+17)
16% more capital invested
Capital invested by funds: $94B → $109B (+$14.8B)
5% more funds holding
Funds holding: 1,409 → 1,484 (+75)
0.42% more ownership
Funds ownership: 81.34% → 81.75% (+0.42%)
8% less call options, than puts
Call options by funds: $679M | Put options by funds: $739M
11% less repeat investments, than reductions
Existing positions increased: 531 | Existing positions reduced: 594
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nordea Investment Management
Stockholm,
Sweden
|
+$694M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$379M |
| 3 |
PG
Pendal Group
Sydney,
Australia
|
+$293M |
| 4 |
State Street
Boston,
Massachusetts
|
+$224M |
| 5 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$214M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$744M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$623M |
| 3 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$209M |
| 4 |
Lazard Asset Management
New York
|
-$195M |
| 5 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
-$161M |
MDT Hedge Fund Activity: Q3 2018 in Review
1,484 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q3 2018, worth a combined $109B — up 16% from $94B a quarter earlier.
Buyers outnumbered sellers: 144 funds opened new MDT positions and 59 closed out — a net gain of 85 holders — while 531 added to existing stakes and 594 trimmed.
The largest buyer was Nordea Investment Management, opening a new position worth an estimated $694M. The largest seller was Franklin Resources, cutting an estimated $744M.
- 1,484 institutional investors held Medtronic (MDT) as of Q3 2018, up from 1,409 in Q2 2018.
- Funds reported $109B of Medtronic stock for Q3 2018, up 16% quarter-over-quarter.
- 144 funds opened new Medtronic positions in Q3 2018 and 59 closed out, a net change of +85 holders.
- The largest Medtronic buyer in Q3 2018 was Nordea Investment Management, an estimated $694M added.
- The largest Medtronic seller in Q3 2018 was Franklin Resources, an estimated $744M sold.
Based on aggregated 13F filings for Q3 2018.