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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
LTFS
401
Ladenburg Thalmann Financial Services
Florida
$7.2M
PPSG
402
Princeton Portfolio Strategies Group
New Jersey
$7.17M -$61.5K -736 -0.9%
EVM
403
Evelyn V. Moreno
$7.14M +$526K +6,295 +8%
BAM
404
Berkshire Asset Management
Pennsylvania
$7.11M -$55.8K -668 -0.8%
RFC
405
Regions Financial Corp
Alabama
$7.06M -$1.44M -17,285 -17%
CIC
406
Cutler Investment Counsel
Oregon
$7M +$6.83M +81,758 New
AAIM
407
American Assets Investment Management
California
$6.98M
IP
408
Isthmus Partners
Wisconsin
$6.9M -$5.68K -68 -0.1%
MCM
409
Maple Capital Management
Vermont
$6.88M +$3.01M +36,084 +82%
AA
410
Ancora Advisors
Ohio
$6.86M +$500K +5,986 +8%
Mariner
411
Mariner
Kansas
$6.85M +$1.62M +19,358 +32%
LSERS
412
Louisiana State Employees Retirement System
Louisiana
$6.82M -$259K -3,100 -4%
RAG
413
Roof Advisory Group
Pennsylvania
$6.81M +$91K +1,089 +1%
MCM
414
Monarch Capital Management
Indiana
$6.78M -$319K -3,820 -5%
AAF
415
Andra AP-fonden
Sweden
$6.75M +$234K +2,800 +4%
EIA
416
Edgemoor Investment Advisors
Maryland
$6.7M +$4.83M +57,808 +282%
Cambridge Investment Research Advisors
417
Cambridge Investment Research Advisors
Iowa
$6.64M +$606K +7,259 +10%
PP
418
Prospector Partners
Connecticut
$6.63M +$568K +6,800 +10%
ANI
419
American National Insurance
Texas
$6.58M
VIA
420
Vantage Investment Advisors
Pennsylvania
$6.56M +$6.31M +75,511 +6,871%
SCM
421
Silvant Capital Management
Georgia
$6.49M +$78.4K +939 +1%
PPCM
422
Pillar Pacific Capital Management
California
$6.47M +$64.7K +775 +1%
LNB
423
Ledyard National Bank
$6.43M +$5.09K +61 +0.1%
AP
424
Appleton Partners
Massachusetts
$6.43M +$122K +1,462 +2%
MERSOM
425
Municipal Employees' Retirement System of Michigan
Michigan
$6.42M +$89.4K +1,070 +1%

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.