We are live on ! Find out more
MDT icon

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.58B +$3.59M +43,572 +0%
BlackRock
2
BlackRock
New York
$7.69B +$108M +1,305,298 +1%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$6.18B +$443M +5,370,944 +7%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$4.8B -$41.4M -501,323 -0.8%
State Street
5
State Street
Massachusetts
$4.3B -$373M -4,523,588 -8%
Franklin Resources
6
Franklin Resources
California
$2.88B -$167M -2,028,017 -5%
Lazard Asset Management
7
Lazard Asset Management
New York
$2.24B +$172M +2,081,883 +8%
Artisan Partners
8
Artisan Partners
Wisconsin
$1.81B +$32.4M +392,687 +2%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$1.76B -$189M -2,292,251 -9%
Dodge & Cox
10
Dodge & Cox
California
$1.5B +$36M +436,874 +2%
Capital Research Global Investors
11
Capital Research Global Investors
California
$1.35B -$701M -8,501,104 -34%
Northern Trust
12
Northern Trust
Illinois
$1.29B -$18.9M -229,149 -1%
Bank of America
13
Bank of America
North Carolina
$1.27B +$17.5M +211,954 +1%
Barrow, Hanley, Mewhinney & Strauss
14
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.22B -$37.8M -457,947 -3%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$1.2B +$66.3M +804,393 +6%
UBS Group
16
UBS Group
Switzerland
$1.19B +$88.8M +1,076,594 +8%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.13B -$19.2M -232,660 -2%
Wells Fargo
18
Wells Fargo
California
$1.12B +$64.5M +782,123 +6%
JP Morgan Chase
19
JP Morgan Chase
New York
$1.06B +$799M +9,684,170 +274%
Ameriprise
20
Ameriprise
Minnesota
$1.03B +$309M +3,751,053 +41%
Goldman Sachs
21
Goldman Sachs
New York
$969M +$247M +2,998,135 +33%
Norges Bank
22
Norges Bank
Norway
$964M -$11.6M -140,865 -1%
Deutsche Bank
23
Deutsche Bank
Germany
$785M +$282M +3,421,145 +54%
Morgan Stanley
24
Morgan Stanley
New York
$691M -$7.13M -86,422 -1%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$681M -$10M -121,490 -1%

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.