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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
SPC
826
Sigma Planning Corp
Michigan
$985K -$22.8K -273 -2%
PTC
827
Private Trust Company
Ohio
$985K +$28.2K +338 +3%
GHAM
828
Gilman Hill Asset Management
Connecticut
$984K +$4.18K +50 +0.4%
BOTW
829
Bank of the West
California
$983K -$49.6K -594 -5%
FMWA
830
Forvis Mazars Wealth Advisors
Missouri
$980K +$11K +132 +1%
SNBOSCI
831
Security National Bank of Sioux City Iowa
Iowa
$976K -$940K -11,250 -50%
PG
832
Pendal Group
Australia
$966K -$129K -1,539 -12%
Fiera Capital (Canada)
833
Fiera Capital (Canada)
Quebec, Canada
$964K +$37K +443 +4%
SLG
834
Stanley-Laman Group
Pennsylvania
$964K +$127K +1,516 +16%
OA
835
Oak Associates
Ohio
$958K -$405K -4,846 -30%
MJRIC
836
Mogy Joel R Investment Counsel
California
$951K +$7.27K +87 +0.8%
TC
837
Telemus Capital
Michigan
$946K +$21.8K +261 +2%
NAM
838
NTV Asset Management
West Virginia
$941K -$8.1K -97 -0.9%
CEP
839
Chicago Equity Partners
Illinois
$929K +$467K +5,595 +106%
GEA
840
Glen Eagle Advisors
New Jersey
$925K +$50.2K +601 +6%
CWM
841
Calamos Wealth Management
Illinois
$923K +$468K +5,605 +108%
PT
842
Plimoth Trust
Massachusetts
$909K +$77K +922 +10%
LRPA
843
L. Roy Papp & Associates
Arizona
$908K -$60.6K -725 -6%
KC
844
Kingfisher Capital
North Carolina
$893K -$46.6K -558 -5%
RCA
845
Rowland Carmichael Advisors
Arizona
$892K -$40.2K -481 -4%
OFS
846
Orrstown Financial Services
Pennsylvania
$892K -$30.6K -366 -3%
GAM
847
Gould Asset Management
California
$892K
DC
848
DeDora Capital
California
$891K +$6.01K +72 +0.7%
GT
849
Greenleaf Trust
Michigan
$888K +$413K +4,945 +91%
CCA
850
Checchi Capital Advisers
California
$884K +$33.8K +405 +4%

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.