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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
WIC
376
Wilkins Investment Counsel
Massachusetts
$8.43M +$8.35K +100 +0.1%
DADC
377
D.A. Davidson & Co
Montana
$8.39M +$331K +3,961 +4%
Los Angeles Capital Management
378
Los Angeles Capital Management
California
$8.27M +$32.9K +394 +0.4%
SAM
379
Silvercrest Asset Management
New York
$8.04M +$49K +587 +0.6%
Jones Financial Companies
380
Jones Financial Companies
Missouri
$7.91M +$297K +3,558 +4%
FCI
381
Financial Counselors Inc
Kansas
$7.9M +$169K +2,029 +2%
NCM
382
Novare Capital Management
North Carolina
$7.89M +$7.52K +90 +0.1%
IHL
383
Investment House LLC
California
$7.88M -$8.35K -100 -0.1%
GCC
384
Guardian Capital (Canada)
Ontario, Canada
$7.82M -$100K -1,202 -1%
AG
385
Advisor Group
Arizona
$7.79M -$157K -1,874 -2%
SIM
386
Sentry Investment Management
Wisconsin
$7.77M -$831K -9,950 -10%
CCM
387
Cadence Capital Management
Massachusetts
$7.76M -$336K -4,025 -4%
SMI
388
Shelter Mutual Insurance
Missouri
$7.74M -$835K -10,000 -10%
FT
389
Fiduciary Trust
Massachusetts
$7.66M -$209K -2,508 -3%
WTB
390
Washington Trust Bank
Washington
$7.66M +$183K +2,187 +3%
PL
391
Parthenon LLC
Kentucky
$7.65M +$103K +1,236 +1%
KIA
392
KCM Investment Advisors
California
$7.58M +$31.9K +382 +0.4%
MME
393
Meag Munich Ergo
Germany
$7.52M -$3.73M -44,711 -34%
NLGIA
394
Nippon Life Global Investors Americas
New York
$7.47M -$4.72M -56,530 -39%
BUB
395
BBVA USA Bancshares
Texas
$7.4M +$577K +6,906 +9%
OCM
396
Olstein Capital Management
New York
$7.36M -$2.51M -30,000 -26%
SCCM
397
Schafer Cullen Capital Management
New York
$7.35M -$44.3K -530 -0.6%
WAM
398
World Asset Management
Michigan
$7.29M +$65.2K +780 +0.9%
AFG
399
American Financial Group
Ohio
$7.28M
HR
400
Howe & Rusling
New York
$7.21M +$233K +2,786 +3%

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.