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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
SBH
501
Segall Bryant & Hamill
Illinois
$4.49M -$530K -6,340 -11%
SLI
502
Sumitomo Life Insurance
Japan
$4.48M +$177K +2,114 +4%
TH
503
TCTC Holdings
Texas
$4.47M -$25.1K -300 -0.6%
MYAM
504
Meiji Yasuda Asset Management
Japan
$4.47M +$57.6K +690 +1%
OAM
505
Oppenheimer Asset Management
New York
$4.39M +$24K +287 +0.6%
ZCA
506
Zeke Capital Advisors
Pennsylvania
$4.37M -$1.57M -18,761 -27%
WFMPM
507
Woodley Farra Manion Portfolio Management
Indiana
$4.37M +$176K +2,108 +4%
TFA
508
Toth Financial Advisory
Virginia
$4.37M +$181K +2,170 +4%
TRIM
509
Thompson Rubinstein Investment Management
Oregon
$4.36M -$7.93K -95 -0.2%
HP
510
Hikari Power
Japan
$4.34M
AIA
511
Allied Investment Advisors
Montana
$4.28M +$3.34K +40 +0.1%
PVI
512
Pura Vida Investments
New York
$4.28M +$626K +7,500 +18%
GHCM
513
Glen Harbor Capital Management
California
$4.25M +$838K +10,030 +25%
Daiwa Securities Group
514
Daiwa Securities Group
Japan
$4.18M +$203K +2,427 +5%
PAM
515
Panagora Asset Management
Massachusetts
$4.12M +$177K +2,114 +5%
HL
516
HeadInvest LLC
Maine
$4.1M -$40.1K -480 -1%
BL
517
BCWM LLC
Kansas
$4.06M +$108K +1,297 +3%
IEFM
518
IQ EQ Fund Management
Ireland
$4.04M +$3.94M +47,170 New
CIC
519
Chilton Investment Company
Connecticut
$4.02M +$78K +934 +2%
V
520
Veritable
Delaware
$3.98M +$250K +2,990 +7%
DCM
521
Delta Capital Management
New Jersey
$3.97M -$17.5K -210 -0.5%
CIP
522
Chartwell Investment Partners
Pennsylvania
$3.97M +$3.87M +46,376 New
MC
523
Moors & Cabot
Massachusetts
$3.97M -$59.9K -717 -2%
IIM
524
Intact Investment Management
Quebec, Canada
$3.96M -$6.54M -78,300 -63%
ACM
525
Argyle Capital Management
Pennsylvania
$3.95M

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.