We are live on ! Find out more
MDT icon

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
DSC
726
Duncker Streett & Co
Missouri
$1.53M -$15.9K -190 -1%
BMC
727
Benin Management Corp
Connecticut
$1.52M -$12.5K -150 -0.8%
CSIC
728
Clifford Swan Investment Counsel
California
$1.52M +$1.34K +16 +0.1%
AFS
729
Access Financial Services
Minnesota
$1.51M +$22.5K +269 +2%
BCM
730
BlueCrest Capital Management
Jersey
$1.5M +$1.22M +14,642 +503%
CAN
731
Cetera Advisor Networks
California
$1.5M -$28.8K -345 -2%
VCM
732
Violich Capital Management
California
$1.5M -$12.5K -150 -0.9%
CCM
733
Condor Capital Management
New Jersey
$1.49M +$21K +252 +1%
AT
734
Arden Trust
Delaware
$1.48M +$15.8K +189 +1%
SC
735
Schulhoff & Co
Ohio
$1.48M +$91.9K +1,100 +7%
PI
736
PHH Investments
Texas
$1.47M +$381K +4,556 +36%
FAAS
737
First Allied Advisory Services
California
$1.47M -$140K -1,682 -9%
Bessemer Group
738
Bessemer Group
New Jersey
$1.45M -$842K -10,077 -37%
LWM
739
Lenox Wealth Management
Ohio
$1.45M +$21.7K +260 +2%
CFA
740
Carroll Financial Associates
North Carolina
$1.45M -$42.8K -512 -3%
DMC
741
Drexel Morgan & Co
Pennsylvania
$1.45M +$80.9K +968 +6%
BRWA
742
B. Riley Wealth Advisors
Florida
$1.45M +$135K +1,618 +11%
IC
743
Investment Counsel
Michigan
$1.44M
DCM
744
Dupont Capital Management
Delaware
$1.44M +$528K +6,325 +61%
PWW
745
Pettyjohn Wood & White
Virginia
$1.44M +$1.4M +16,763 New
Cohen & Steers
746
Cohen & Steers
New York
$1.42M +$1.24M +14,854 +874%
JDR
747
Jay D. Rosenbaum
$1.41M -$3.34K -40 -0.2%
MHIC
748
Marble Harbor Investment Counsel
Massachusetts
$1.39M +$39.7K +475 +3%
MA
749
Marshwinds Advisory
Georgia
$1.38M -$41.8K -500 -3%
SCM
750
Southport Capital Management
Tennessee
$1.38M +$368K +4,403 +37%

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.