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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
SIM
801
Sonora Investment Management
Arizona
$1.11M -$6.93K -83 -0.6%
HC
802
Henshaw Capital
Massachusetts
$1.1M -$82.9K -992 -7%
EF
803
Exeter Financial
Arizona
$1.1M -$31.5K -377 -3%
WCM
804
Whitener Capital Management
North Carolina
$1.09M -$48.9K -585 -4%
CIA
805
Cascade Investment Advisors
Oregon
$1.09M +$260K +3,110 +32%
BC
806
Burney Company
Virginia
$1.08M +$129K +1,547 +14%
CT
807
Coastline Trust
Rhode Island
$1.08M +$42.6K +510 +4%
TCMG
808
TSP Capital Management Group
New Jersey
$1.07M -$167K -2,000 -14%
FM
809
Forward Management
California
$1.07M +$85.6K +1,025 +9%
DBIA
810
Dumont & Blake Investment Advisors
New Jersey
$1.07M +$16.1K +193 +2%
PL
811
Perpetual Ltd
Australia
$1.07M
CC
812
Cedar Capital
Illinois
$1.06M +$288K +3,451 +39%
EWM
813
Edge Wealth Management
New York
$1.05M
CIA
814
Capital Investment Advisors
Georgia
$1.05M +$22.6K +271 +2%
CA
815
Clearstead Advisors
Ohio
$1.04M -$64.1K -767 -6%
FFBTD
816
First Financial Bank - Trust Division
Ohio
$1.03M +$752 +9 +0.1%
CAG
817
Csenge Advisory Group
Florida
$1.02M +$132K +1,585 +15%
BCA
818
Benchmark Capital Advisors
New York
$1.02M
HI
819
Harrington Investments
California
$1.01M -$51K -610 -5%
HPC
820
HM Payson & Co
Maine
$1.01M +$982K +11,756 New
WB
821
Wilks Brothers
Texas
$1M +$981K +11,740 New
PGFC
822
Peapack-Gladstone Financial Corp
New Jersey
$998K -$21.1K -253 -2%
BCMO
823
Buckingham Capital Management (Ohio)
Ohio
$990K -$176K -2,104 -15%
SWM
824
SeaCrest Wealth Management
New York
$989K +$9.44K +113 +1%
HAIM
825
Hunter Associates Investment Management
Pennsylvania
$986K

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.