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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
GLA
851
Great Lakes Advisors
Illinois
$884K +$78.1K +935 +10%
TSWM
852
Triangle Securities Wealth Management
North Carolina
$882K +$64.1K +768 +8%
AP
853
Arlington Partners
Alabama
$875K +$854K +10,219 New
CB
854
Community Bank
New York
$866K -$14.1K -169 -2%
MBTD
855
Mechanics Bank - Trust Department
California
$866K +$1.5K +18 +0.2%
BBI
856
Baxter Bros Inc
Connecticut
$864K
IUHSA
857
Itau Unibanco Holding S.A.
Brazil
$859K -$96.6K -1,157 -10%
VIG
858
Vienna Insurance Group
Poland
$859K -$9.1K -109 -1%
HIH
859
HRS Investment Holdings
New York
$856K -$418K -5,000 -33%
AAP
860
Ardsley Advisory Partners
Connecticut
$856K
CA
861
Cambridge Advisors
Nebraska
$854K
BWAM
862
Boyd Watterson Asset Management
Ohio
$846K -$436K -5,220 -35%
SRC
863
Shufro Rose & Co
New York
$846K -$113K -1,350 -12%
MMG
864
Monetary Management Group
Missouri
$840K
ARMT
865
Amica Retiree Medical Trust
Rhode Island
$829K
MRCM
866
M&R Capital Management
New Jersey
$818K -$72K -862 -8%
BFM
867
Boston Financial Management
Massachusetts
$816K -$228K -2,725 -22%
LKIM
868
Lawson Kroeker Investment Management
Nebraska
$815K
MCM
869
Mitchell Capital Management
Kansas
$815K +$416K +4,978 +110%
VIA
870
Vident Investment Advisory
Georgia
$813K +$29.8K +357 +4%
GWM
871
Geneos Wealth Management
Colorado
$810K -$32.2K -385 -4%
TCOT
872
Trust Company of Toledo
Ohio
$803K -$60.2K -721 -7%
SS
873
Simplicity Solutions
Minnesota
$802K +$538K +6,442 +220%
VFA
874
Valeo Financial Advisors
Indiana
$797K -$40.8K -488 -5%
YIA
875
YHB Investment Advisors
Connecticut
$795K -$30.3K -363 -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.