We are live on ! Find out more
MDT icon

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
WAM
876
Wealthspire Advisors (Maryland)
Maryland
$792K +$52K +622 +7%
LJAC
877
L.J. Altfest & Co
New York
$790K +$84 +1 +0%
IAA
878
Independent Advisor Alliance
North Carolina
$787K +$189K +2,259 +26%
DI
879
Diligent Investors
California
$786K
MMPW
880
Mitchell McLeod Pugh & Williams
Alabama
$784K -$52.2K -625 -6%
SOAMC
881
Spirit of America Management Corp
New York
$773K
LSV Asset Management
882
LSV Asset Management
Illinois
$770K -$175K -2,100 -19%
FPA
883
First Pacific Advisors
California
$766K -$622K -7,450 -45%
ST
884
Smithfield Trust
Pennsylvania
$756K -$10K -120 -1%
BFO
885
Boston Family Office
Massachusetts
$754K -$56.2K -673 -7%
RIA
886
Regal Investment Advisors
Michigan
$751K -$105K -1,263 -13%
MMHP
887
Murphy Middleton Hinkle & Parker
Georgia
$750K
GJIC
888
Gamble Jones Investment Counsel
California
$743K -$13.2K -158 -2%
MA
889
Montag & Associates
Georgia
$743K +$43.8K +524 +6%
ABC
890
Associated Banc-Corp
Wisconsin
$739K -$83.8K -1,003 -10%
MSAM
891
Moloney Securities Asset Management
Missouri
$728K +$31.9K +382 +5%
MIFH
892
Migdal Insurance & Financial Holdings
Israel
$728K +$303K +3,625 +74%
CAPTRUST Financial Advisors
893
CAPTRUST Financial Advisors
North Carolina
$723K +$77.4K +927 +12%
RCM
894
Radnor Capital Management
Pennsylvania
$712K
PL
895
Plancorp LLC
Missouri
$711K -$501 -6 -0.1%
SFM
896
Signature Financial Management
Virginia
$710K -$18.1K -217 -3%
GLA
897
Good Life Advisors
Pennsylvania
$707K +$33.3K +399 +5%
GSBTD
898
Glenview State Bank Trust Department
Illinois
$702K +$125K +1,500 +22%
CIC
899
Carnegie Investment Counsel
Ohio
$702K +$137K +1,640 +27%
SAM
900
Symphony Asset Management
California
$700K -$2.75M -32,903 -79%

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.