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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
KFBMI
676
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.88M
Susquehanna International Group
677
Susquehanna International Group
Pennsylvania
$1.88M -$169K -2,029 -8%
LFAS
678
Level Four Advisory Services
Texas
$1.88M +$505K +6,046 +38%
DY
679
Dowling & Yahnke
California
$1.86M -$107K -1,277 -6%
CC
680
Courier Capital
New York
$1.85M -$4.43K -53 -0.2%
Cerity Partners
681
Cerity Partners
New York
$1.84M +$154K +1,843 +9%
HW
682
Hedeker Wealth
Illinois
$1.83M -$73.7K -882 -4%
BCFS
683
Butensky & Cohen Financial Security
Florida
$1.82M +$58.9K +705 +3%
CAM
684
Cypress Asset Management
Texas
$1.8M -$190K -2,280 -10%
CWM
685
Cornerstone Wealth Management
Missouri
$1.8M +$12.9M +154,548 New
SCA
686
Stokes Capital Advisors
South Carolina
$1.79M +$133K +1,590 +8%
BS
687
Boenning & Scattergood
Pennsylvania
$1.79M +$1.74M +20,871 New
HFS
688
HL Financial Services
Kentucky
$1.79M +$35K +419 +2%
BDS
689
Banco de Sabadell
Florida
$1.76M -$34.2K -409 -2%
Victory Capital Management
690
Victory Capital Management
Texas
$1.75M -$35.6K -426 -2%
BWM
691
BerganKDV Wealth Management
Minnesota
$1.75M +$231K +2,771 +16%
AP
692
Advisor Partners
California
$1.75M +$252K +3,014 +17%
TRCT
693
Tower Research Capital (TRC)
New York
$1.75M +$1.7M +20,406 New
WCM
694
Wunderlich Capital Managemnt
Tennessee
$1.73M +$14.5K +174 +0.9%
FB
695
Fulton Bank
Pennsylvania
$1.72M +$14.6K +175 +0.9%
CCM
696
Cullen Capital Management
New York
$1.71M
NSEDCP
697
NJ State Employees Deferred Compensation Plan
New Jersey
$1.71M
MWM
698
Marietta Wealth Management
Georgia
$1.7M +$85.9K +1,028 +5%
BA
699
Bristlecone Advisors
Washington
$1.7M -$122K -1,465 -7%
Wolverine Trading
700
Wolverine Trading
Illinois
$1.7M

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.