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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
SLF
701
Sun Life Financial
Ontario, Canada
$1.7M +$1.5M +17,992 +995%
CG
702
Caprock Group
Idaho
$1.69M +$88K +1,054 +6%
MC
703
Martin & Co
Tennessee
$1.68M -$198K -2,365 -11%
BCP
704
Blackhawk Capital Partners
Wisconsin
$1.68M -$43.8K -524 -3%
WTC
705
WhitTier Trust Company
Nevada
$1.68M +$98.7K +1,182 +6%
NRS
706
Neville Rodie & Shaw
New York
$1.67M +$53.5K +641 +3%
TAM
707
Tiverton Asset Management
Delaware
$1.66M -$41.7K -499 -3%
SC
708
SouthState Corp
Florida
$1.65M +$302K +3,617 +23%
EM
709
ELCO Management
New York
$1.65M +$56.1K +672 +4%
EFS
710
Essex Financial Services
Connecticut
$1.65M +$40.7K +487 +3%
AIA
711
AIMZ Investment Advisors
California
$1.64M -$16.5K -197 -1%
AWE
712
Avidian Wealth Enterprises
Texas
$1.62M +$256K +3,066 +19%
FCH
713
Freestone Capital Holdings
Washington
$1.62M +$125K +1,495 +9%
CWM
714
Concentric Wealth Management
California
$1.62M -$10.4K -125 -0.7%
DR
715
Davis Rea
Ontario, Canada
$1.6M
CIS
716
Capital International Sarl
California
$1.58M
CCM
717
Covington Capital Management
California
$1.58M -$33.1K -396 -2%
CAM
718
Columbia Asset Management
Michigan
$1.58M -$25.1K -300 -2%
FIM
719
Fernwood Investment Management
Massachusetts
$1.57M -$53K -635 -3%
RE
720
RBC Europe
United Kingdom
$1.57M -$40.5K -485 -3%
VDFA
721
Vickerman & Driscoll Financial Advisors
Washington
$1.56M +$47.8K +572 +3%
NIC
722
Northwest Investment Counselors
Oregon
$1.55M -$6.51K -78 -0.4%
LNWWM
723
Laird Norton Wetherby Wealth Management
California
$1.54M -$24.3K -291 -2%
Two Sigma Advisers
724
Two Sigma Advisers
New York
$1.54M -$27.1M -324,600 -95%
HPCM
725
High Pointe Capital Management
Illinois
$1.53M

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.