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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
Calamos Advisors
201
Calamos Advisors
Illinois
$27.5M +$516K +6,256 +2%
Two Sigma Advisers
202
Two Sigma Advisers
New York
$27.5M -$58.8M -712,566 -68%
SMDAM
203
Sumitomo Mitsui DS Asset Management
Japan
$27.4M -$138K -1,676 -0.5%
Macquarie Group
204
Macquarie Group
Australia
$27M +$186K +2,256 +0.7%
JAM
205
Jupiter Asset Management
United Kingdom
$26.9M -$3.32M -40,214 -11%
CGH
206
Crossmark Global Holdings
Texas
$26.8M +$359K +4,349 +1%
BNP Paribas Financial Markets
207
BNP Paribas Financial Markets
France
$26.6M -$8.56M -103,767 -24%
HJGA
208
Hardman Johnston Global Advisors
Connecticut
$25.5M -$542K -6,570 -2%
Two Sigma Investments
209
Two Sigma Investments
New York
$25.3M -$64.3M -779,804 -71%
FIM
210
Foresters Investment Management
New York
$25.3M -$1.53M -18,489 -6%
ST
211
Sabal Trust
Florida
$25.2M +$25.9M +314,176 New
William Blair & Company
212
William Blair & Company
Illinois
$24.5M -$776K -9,402 -3%
FMW
213
Farr Miller & Washington
District of Columbia
$23.9M -$65.4K -793 -0.3%
A
214
AustralianSuper
Australia
$22.7M
GQG Partners
215
GQG Partners
Florida
$22.6M +$9.01M +109,182 +63%
First Manhattan
216
First Manhattan
New York
$22.6M -$48.3K -586 -0.2%
AAM
217
Advisors Asset Management
Colorado
$22.3M +$806K +9,776 +4%
HIMCH
218
Hartford Investment Management Co (HIMCO)
Connecticut
$22.1M -$1.5M -18,227 -6%
ACA
219
Anchor Capital Advisors
Massachusetts
$22M -$106K -1,289 -0.5%
CCMG
220
Clark Capital Management Group
Pennsylvania
$21.9M +$22.5M +272,884 New
TAM
221
Troy Asset Management
United Kingdom
$21.6M +$1.12M +13,628 +5%
CFB
222
Cullen/Frost Bankers
Texas
$21.6M +$1.05M +12,674 +5%
RHBC
223
R.H. Bluestein & Co
Michigan
$21.5M +$1.54M +18,707 +8%
MHC
224
Meyer Handelman Company
New York
$21.1M -$82K -994 -0.4%
CT
225
Cambridge Trust
Massachusetts
$21.1M -$138K -1,672 -0.6%

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.