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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
RCM
776
Riverhead Capital Management
Delaware
$1.25M +$292K +3,494 +31%
BFS
777
Bradley Foster & Sargent
Connecticut
$1.25M +$22K +263 +2%
HDIM
778
Hanson & Doremus Investment Management
Vermont
$1.25M -$40.1K -480 -3%
HCP
779
Holt Capital Partners
Texas
$1.25M -$12.5K -150 -1%
MG
780
Mather Group
Illinois
$1.24M +$978K +11,703 +430%
DPIM
781
Duff & Phelps Investment Management
Illinois
$1.23M -$23.4K -280 -2%
CCM
782
Catawba Capital Management
Virginia
$1.22M +$117K +1,399 +11%
AFG
783
Albion Financial Group
Utah
$1.21M +$31.2K +373 +3%
WIM
784
Westside Investment Management
California
$1.21M -$1.25K -15 -0.1%
AA
785
ALPS Advisors
Colorado
$1.21M +$102K +1,218 +9%
CCM
786
Chilton Capital Management
Texas
$1.2M +$17K +203 +1%
SWP
787
Stratos Wealth Partners
Ohio
$1.19M -$412K -4,932 -26%
WT
788
Whittier Trust
California
$1.19M -$203K -2,430 -15%
SCM
789
Shelton Capital Management
Colorado
$1.18M +$41.3K +495 +4%
HI
790
Horizon Investments
North Carolina
$1.17M +$43.5K +521 +4%
LOAME
791
Lombard Odier Asset Management (Europe)
United Kingdom
$1.16M
DBRC
792
D.B. Root & Company
Pennsylvania
$1.16M +$47.1K +564 +4%
NHC
793
Nicholas Hoffman & Company
Georgia
$1.15M -$5.01K -60 -0.4%
BIM
794
Beach Investment Management
Pennsylvania
$1.15M +$1.13M +13,470 New
NAMP
795
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.15M -$614K -7,350 -35%
CT
796
Chicago Trust
Illinois
$1.13M +$20.5K +245 +2%
CS
797
Comerica Securities
Michigan
$1.13M +$7.52K +90 +0.7%
IA
798
IFG Advisory
Georgia
$1.12M +$29.2K +350 +3%
WSFS
799
Wilmington Savings Fund Society
Delaware
$1.12M +$252K +3,016 +30%
ARTA
800
A.R.T. Advisors
New York
$1.12M +$1.09M +13,100 New

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.