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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
WCM
176
Wedge Capital Management
North Carolina
$34.7M -$11.2M -136,342 -24%
GIBU
177
Gulf International Bank (UK)
United Kingdom
$34.6M -$227K -2,749 -0.6%
AIG
178
American International Group
New York
$34.4M +$42.4K +514 +0.1%
GAM
179
Gotham Asset Management
New York
$34.3M +$18.5M +223,685 +110%
BTS
180
BB&T Securities
Virginia
$32.1M +$14.1M +170,973 +75%
SOMRS
181
State of Michigan Retirement System
Michigan
$32M +$190K +2,300 +0.6%
ASRS
182
Arizona State Retirement System
Arizona
$31.6M +$850K +10,300 +3%
APG Asset Management
183
APG Asset Management
Netherlands
$31.2M -$470K -5,700 -1%
Public Sector Pension Investment Board (PSP Investments)
184
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$31M +$25.9M +314,416 +435%
FAF
185
Fjarde Ap-fonden
Sweden
$30.6M +$161K +1,949 +0.5%
JFL
186
Jarislowsky, Fraser Ltd
Quebec, Canada
$30.5M -$462K -5,596 -1%
OTPPB
187
Ontario Teachers' Pension Plan Board
Ontario, Canada
$30.5M +$4.54M +55,000 +17%
TRSOTSOK
188
Teachers Retirement System of the State of Kentucky
Kentucky
$30.2M -$5.8M -70,349 -16%
Comerica Bank
189
Comerica Bank
Texas
$29.9M +$1.13M +13,676 +4%
RMDI
190
R.M. Davis Inc
Maine
$29.8M -$559K -6,775 -2%
SW
191
SVB Wealth
Massachusetts
$29.7M -$219K -2,659 -0.7%
SL
192
Summitry LLC
California
$29.6M -$18.5K -224 -0.1%
CA
193
Commerzbank Aktiengesellschaft
Germany
$29.5M +$2.47M +29,928 +9%
FFA
194
First Foundation Advisors
California
$29.4M +$155K +1,885 +0.5%
BG
195
Bellevue Group
Switzerland
$28.6M +$11.5M +140,000 +65%
SRIM
196
Saratoga Research & Investment Management
California
$28.6M +$312K +3,787 +1%
KFC
197
Klingenstein Fields & Co
New York
$28.5M +$346K +4,196 +1%
TPSF
198
Texas Permanent School Fund
Texas
$28.1M -$1.6M -19,347 -5%
PI
199
PineBridge Investments
New York
$28.1M +$15.4M +186,751 +114%
AC
200
Ascend Capital
California
$27.9M +$28.7M +347,433 New

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.