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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
LBC
626
Lowe Brockenbrough & Co
Virginia
$2.4M +$68.5K +820 +3%
JCM
627
Jafra Capital Management
New York
$2.39M +$835K +10,000 +56%
JSL
628
JT Stratford LLC
Georgia
$2.35M -$21K -251 -0.9%
GXMC
629
Global X Management Company
New York
$2.31M +$128K +1,538 +6%
BO
630
Bank OZK
Arkansas
$2.3M -$28.5K -341 -1%
BBHC
631
Brown Brothers Harriman & Co
New York
$2.29M -$148K -1,777 -6%
PAG
632
Private Advisor Group
New Jersey
$2.26M +$1.42M +17,035 +184%
CC
633
Colrain Capital
Massachusetts
$2.25M -$367K -4,399 -14%
PG
634
Patten Group
Tennessee
$2.23M -$10.7K -128 -0.5%
WJA
635
Williams Jones & Associates
New York
$2.22M -$1.66M -19,847 -43%
SAM
636
Sawgrass Asset Management
Florida
$2.22M -$4.18K -50 -0.2%
FFWA
637
FRG Family Wealth Advisors
Washington
$2.22M +$387K +4,635 +22%
GIA
638
Gargoyle Investment Advisor
New Jersey
$2.21M
PCAP
639
Pratt Collard Advisory Partners
New York
$2.2M -$25.1K -300 -1%
GIP
640
Granite Investment Partners
California
$2.19M -$556K -6,660 -21%
KRSITF
641
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.18M -$461K -5,522 -18%
CC
642
Cognios Capital
Kansas
$2.16M -$7.93K -95 -0.4%
CBNLCF
643
Cognios Beta Neutral Large Cap Fund
Kansas
$2.16M +$2.11M +25,258 New
MIM
644
Miller Investment Management
Pennsylvania
$2.15M
AL
645
AJO LP
Pennsylvania
$2.15M +$2.1M +25,125 New
AC
646
AFAM Capital
Texas
$2.15M +$1.67K +20 +0.1%
HCM
647
Hengehold Capital Management
Ohio
$2.15M +$2.1M +25,106 New
AIM
648
Anchor Investment Management
South Carolina
$2.14M -$20.2K -242 -1%
UFG
649
United Fire Group
Iowa
$2.14M
SBIA
650
Sheaff Brock Investment Advisors
Indiana
$2.14M -$31.7K -380 -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.