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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
NC
151
Nicholas Company
Wisconsin
$46.3M -$14.7M -178,400 -24%
State of Tennessee, Department of Treasury
152
State of Tennessee, Department of Treasury
Tennessee
$46M +$18.4M +223,031 +64%
PI
153
PGGM Investments
Netherlands
$45.7M
BNP Paribas Asset Management
154
BNP Paribas Asset Management
France
$44.3M -$870K -10,552 -2%
WA
155
WestEnd Advisors
North Carolina
$43.4M -$399K -4,832 -0.9%
Teacher Retirement System of Texas
156
Teacher Retirement System of Texas
Texas
$43.4M -$3.56M -43,197 -7%
PC
157
Polar Capital
United Kingdom
$43M +$131K +1,585 +0.3%
UCFA
158
United Capital Financial Advisors
Texas
$43M +$15.3M +185,593 +53%
DC
159
Davenport & Co
Virginia
$42.7M +$1.01M +12,200 +2%
TCM
160
Tekla Capital Management
Massachusetts
$41.9M +$1.33M +16,185 +3%
AG
161
Aperio Group
California
$41.6M -$3.67M -44,552 -8%
First Trust Advisors
162
First Trust Advisors
Illinois
$41.2M +$6.2M +75,196 +17%
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$41.1M -$2.37M -28,732 -5%
DAC
164
Dividend Assets Capital
South Carolina
$39M +$26.6M +322,720 +197%
FGP
165
Foyston, Gordon, & Payne
Ontario, Canada
$38.8M +$801K +9,713 +2%
Assenagon Asset Management
166
Assenagon Asset Management
Luxembourg
$38M +$39.1M +473,521 New
Nisa Investment Advisors
167
Nisa Investment Advisors
Missouri
$37.5M -$1.15M -14,000 -3%
Zurich Cantonal Bank
168
Zurich Cantonal Bank
Switzerland
$37.4M +$7.3M +88,527 +23%
FPCG
169
Fort Pitt Capital Group
Pennsylvania
$37.2M +$2.13M +25,799 +6%
VNIM
170
Vaughan Nelson Investment Management
Texas
$36.8M -$318K -3,855 -0.8%
MMH
171
Menora Mivtachim Holdings
Israel
$36.7M
BTW
172
Boston Trust Walden
Massachusetts
$36.5M -$2.45M -29,655 -6%
DZ Bank
173
DZ Bank
Germany
$35.6M +$21.6M +261,554 +119%
OI
174
Oakbrook Investments
Illinois
$35.5M +$6.37M +77,170 +21%
VanEck Associates
175
VanEck Associates
New York
$34.8M +$3.32M +40,236 +10%

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.