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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
RIL
751
Rothschild Investment LLC
Illinois
$1.38M +$68.9K +825 +5%
IAM
752
Impax Asset Management
New Hampshire
$1.37M +$126K +1,508 +10%
HCMT
753
Highland Capital Management (Tennessee)
Tennessee
$1.37M -$11.8K -141 -0.9%
CI
754
Capital International
California
$1.36M -$159K -1,903 -11%
FHA
755
First Horizon Advisors
Tennessee
$1.36M +$927K +11,100 +233%
WS
756
Wedbush Securities
California
$1.36M +$455K +5,448 +52%
SF
757
Synovus Financial
Georgia
$1.35M +$39.2K +469 +3%
HCM
758
Highlander Capital Management
New Jersey
$1.35M -$16.7K -200 -1%
FWM
759
Frontier Wealth Management
Missouri
$1.34M +$23.1K +277 +2%
AI
760
Atria Investments
North Carolina
$1.34M +$144K +1,723 +12%
H
761
HoyleCohen
California
$1.34M +$1.31M +15,671 New
AIM
762
Achmea Investment Management
Netherlands
$1.33M
LD
763
Lipe & Dalton
New York
$1.31M -$17K -204 -1%
IA
764
IFP Advisors
Florida
$1.3M -$73.2K -876 -5%
AAMA
765
Advanced Asset Management Advisors
Ohio
$1.29M
TCOV
766
Trust Company of Vermont
Vermont
$1.29M +$110K +1,311 +9%
PIM
767
Penobscot Investment Management
Massachusetts
$1.29M -$69.2K -829 -5%
WFG
768
Wills Financial Group
Virginia
$1.29M +$646K +7,740 +105%
FNBTCON
769
First National Bank & Trust Co of Newtown
Pennsylvania
$1.29M -$4.76K -57 -0.4%
PI
770
Putnam Investments
Massachusetts
$1.28M -$190K -2,270 -13%
CIG
771
Consolidated Investment Group
Colorado
$1.28M +$1.25M +15,000 New
Verition Fund Management
772
Verition Fund Management
Connecticut
$1.27M -$2.49M -29,791 -67%
DWM
773
Doyle Wealth Management
Florida
$1.26M +$66.7K +799 +6%
WA
774
Wheatland Advisors
Pennsylvania
$1.26M
PK
775
Pflug Koory
Nebraska
$1.26M +$242K +2,897 +25%

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.