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Medtronic

1,409 hedge funds and large institutions have $94B invested in Medtronic in 2018 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 549 increasing their positions, 574 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 70

48% more call options, than puts

Call options by funds: $796M | Put options by funds: $540M

23% more funds holding in top 10

Funds holding in top 10: 4049 (+9)

6% more capital invested

Capital invested by funds: $88.7B → $94B (+$5.3B)

2% more funds holding

Funds holding: 1,3811,409 (+28)

0.25% less ownership

Funds ownership: 81.59%81.34% (-0.25%)

4% less repeat investments, than reductions

Existing positions increased: 549 | Existing positions reduced: 574

Holders
1,409
Holders Change
+28
Holders Change %
+2.03%
% of All Funds
32.26%
Holding in Top 10
49
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+22.5%
% of All Funds
1.12%
New
109
Increased
549
Reduced
574
Closed
70
Calls
$796M
Puts
$540M
Net Calls
+$256M
Net Calls Change
+$307M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity International
276
Fidelity International
Bermuda
$16M +$4.35M +52,021 +39%
KeyBank National Association
277
KeyBank National Association
Ohio
$16M -$1.12M -13,393 -7%
MFWM
278
Motley Fool Wealth Management
Virginia
$15.9M +$246K +2,948 +2%
MA
279
MUFG Americas
New York
$15.9M -$685K -8,196 -4%
ELC
280
Edgar Lomax Company
Virginia
$15.8M +$125K +1,500 +0.8%
HIMCH
281
Hartford Investment Management Co (HIMCO)
Connecticut
$15.8M -$7.64M -91,429 -33%
CBT
282
Capital Bank & Trust
California
$15.6M +$158K +1,893 +1%
Brown Advisory
283
Brown Advisory
Maryland
$15.5M +$4.57M +54,654 +43%
VC
284
Vestor Capital
Illinois
$15.5M +$3.14M +37,550 +26%
Truist Financial
285
Truist Financial
North Carolina
$15.4M +$759K +9,089 +5%
SCM
286
SKBA Capital Management
California
$15.4M -$196K -2,350 -1%
TAM
287
Trillium Asset Management
Massachusetts
$15.4M -$53.7K -643 -0.4%
ACM
288
Advisors Capital Management
New Jersey
$15.1M +$1.45M +17,399 +11%
FDCDDQ
289
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.1M +$304K +3,645 +2%
MSE
290
MUFG Securities EMEA
United Kingdom
$15.1M +$127K +1,517 +0.9%
AB
291
Amalgamated Bank
New York
$14.9M +$272K +3,256 +2%
CTA
292
Carillon Tower Advisers
Florida
$14.9M +$4.23M +50,691 +41%
FMII
293
Farmers & Merchants Investments Inc
Nebraska
$14.8M +$3.17K +38 +0%
M&T Bank
294
M&T Bank
New York
$14.7M +$16K +191 +0.1%
Northwestern Mutual Wealth Management
295
Northwestern Mutual Wealth Management
Wisconsin
$14.5M +$344K +4,118 +2%
LIA
296
LS Investment Advisors
Michigan
$14.4M -$2.5M -29,877 -15%
LPL Financial
297
LPL Financial
California
$14.4M -$2.85M -34,116 -17%
SFM
298
Stack Financial Management
Montana
$14.4M -$225K -2,690 -2%
PAS
299
Professional Advisory Services
Florida
$14.1M -$37.3K -446 -0.3%
SB
300
Suntrust Banks
Georgia
$13.9M +$564K +6,752 +4%

MDT Hedge Fund Activity: Q2 2018 in Review

1,409 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q2 2018, worth a combined $94B — up 6% from $88.7B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new MDT positions and 70 closed out — a net gain of 39 holders — while 549 added to existing stakes and 574 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $488M. The largest seller was Capital Research Global Investors, cutting an estimated $288M.

  • 1,409 institutional investors held Medtronic (MDT) as of Q2 2018, up from 1,381 in Q1 2018.
  • Funds reported $94B of Medtronic stock for Q2 2018, up 6% quarter-over-quarter.
  • 109 funds opened new Medtronic positions in Q2 2018 and 70 closed out, a net change of +39 holders.
  • The largest Medtronic buyer in Q2 2018 was JP Morgan Chase, an estimated $488M added.
  • The largest Medtronic seller in Q2 2018 was Capital Research Global Investors, an estimated $288M sold.

Based on aggregated 13F filings for Q2 2018.