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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
KWM
601
Kingsview Wealth Management
Oregon
$2.73M +$37.3K +446 +1%
FNBT
602
FineMark National Bank & Trust
Florida
$2.72M +$311K +3,724 +13%
AII
603
AGF Investments Inc
Ontario, Canada
$2.71M +$379K +4,539 +17%
SAM
604
Sompo Asset Management
Japan
$2.71M -$4.66M -55,800 -64%
OWD
605
Osborn Williams & Donohoe
Ohio
$2.7M -$23.4K -280 -0.9%
OAM
606
Oak Asset Management
California
$2.68M -$58.5K -700 -2%
GAM
607
Griffin Asset Management
New York
$2.66M -$54.8K -656 -2%
PCTC
608
Perkins Coie Trust Company
Washington
$2.65M +$35.5K +425 +1%
GCP
609
GSA Capital Partners
United Kingdom
$2.64M +$2.58M +30,888 New
SAM
610
Smithbridge Asset Management
Pennsylvania
$2.64M +$158K +1,890 +7%
CTA
611
Colonial Trust Advisors
South Carolina
$2.64M -$10.9K -130 -0.4%
IIC
612
Ironwood Investment Counsel
Arizona
$2.64M -$89.9K -1,076 -3%
TSS
613
Two Sigma Securities
New York
$2.63M -$1.25M -15,009 -33%
W
614
Wealthfront
California
$2.6M +$676K +8,093 +36%
PHIMC
615
Private Harbour Investment Management & Counsel
Ohio
$2.52M -$77.7K -930 -3%
CK
616
Cohen Klingenstein
New York
$2.51M
ECM
617
Everence Capital Management
Indiana
$2.47M -$256K -3,070 -10%
LW
618
Linscomb Wealth
Texas
$2.47M +$255K +3,049 +12%
OA
619
Oxbow Advisors
Texas
$2.46M +$152K +1,820 +7%
CHC
620
City Holding Co
West Virginia
$2.46M +$40.5K +485 +2%
CCM
621
Compton Capital Management
Rhode Island
$2.46M -$11.7K -140 -0.5%
PAI
622
Pittenger & Anderson Inc
Nebraska
$2.45M -$8.35K -100 -0.3%
IRF
623
IBM Retirement Fund
New York
$2.44M -$329K -3,942 -12%
BC
624
Blackhill Capital
New Jersey
$2.42M -$87.8K -1,051 -4%
NGA
625
Naples Global Advisors
Florida
$2.41M +$76.7K +918 +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.