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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
DWA
651
Divergent Wealth Advisors
Utah
$2.11M -$2.59K -31 -0.1%
NEAM
652
New England Asset Management
Connecticut
$2.11M -$185K -2,216 -8%
BCA
653
Bray Capital Advisors
Florida
$2.1M +$560K +6,702 +38%
PWAP
654
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.07M
WKWM
655
Walter & Keenan Wealth Management
Indiana
$2.07M +$104K +1,250 +5%
RC
656
RegentAtlantic Capital
New Jersey
$2.07M +$290K +3,472 +17%
BIM
657
Bridges Investment Management
Nebraska
$2.06M -$15K -180 -0.7%
CIP
658
Capital Insight Partners
Arizona
$2.05M +$44.6K +534 +2%
SC
659
Sawyer & Company
Massachusetts
$2.04M +$127K +1,515 +7%
GI
660
GAMCO Investors
Connecticut
$2.03M +$34.4K +412 +2%
CEI
661
Clark Estates Inc
New York
$2.02M -$11.7M -140,000 -86%
CTC
662
Central Trust Company
Missouri
$2.02M -$23K -275 -1%
OC
663
Oarsman Capital
Wisconsin
$2.02M +$92.6K +1,109 +5%
VSWA
664
Vontobel Swiss Wealth Advisors
Switzerland
$2.02M -$68.5K -820 -3%
SSB
665
Sandy Spring Bank
Maryland
$2.01M -$66.8K -800 -3%
TAM
666
Tyers Asset Management
Texas
$2M +$394K +4,720 +25%
RAM
667
Redmond Asset Management
Virginia
$1.98M -$59.7K -715 -3%
BFEC
668
Benjamin F. Edwards & Company
Missouri
$1.97M -$2.17K -26 -0.1%
TCOO
669
Trust Company of Oklahoma
Oklahoma
$1.97M -$178K -2,127 -8%
FNT
670
First National Trust
Pennsylvania
$1.96M -$250K -2,996 -12%
RIM
671
Rampart Investment Management
Connecticut
$1.96M -$2.68M -32,136 -58%
HIC
672
Hartline Investment Corp
Illinois
$1.95M
BL
673
BFSG LLC
California
$1.93M -$1.75K -21 -0.1%
NPT
674
Nixon Peabody Trust
Massachusetts
$1.9M +$167K +2,005 +10%
NB
675
NBT Bank
New York
$1.89M -$110K -1,314 -6%

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.