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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
WWM
901
Windsor Wealth Management
Indiana
$700K -$28.8K -345 -4%
SMC
902
Smith, Moore & Co
Missouri
$698K
WIC
903
Whitegate Investment Counselors
New Hampshire
$698K
DWM
904
Dakota Wealth Management
Florida
$696K +$679K +8,134 New
BFO
905
Biltmore Family Office
North Carolina
$695K -$204K -2,440 -23%
GG
906
Gofen & Glossberg
Illinois
$692K -$4.59K -55 -0.7%
AF
907
Affiance Financial
Minnesota
$692K +$106K +1,268 +19%
CIC
908
Cornercap Investment Counsel
Georgia
$691K -$318K -3,811 -32%
LSAG
909
Lake Street Advisors Group
New Hampshire
$691K +$9.77K +117 +1%
CB
910
Chemical Bank
Michigan
$689K -$6.1K -73 -0.9%
BCM
911
Brasada Capital Management
Texas
$685K +$83.5K +1,000 +14%
BAC
912
Boys Arnold & Co
North Carolina
$677K -$5.68K -68 -0.9%
TW
913
Transform Wealth
Colorado
$676K -$129K -1,550 -16%
BBA
914
BLB&B Advisors
Pennsylvania
$675K -$84.8K -1,015 -11%
SFG
915
SNS Financial Group
Minnesota
$674K +$83.9K +1,005 +15%
RTS
916
Round Table Services
New Jersey
$671K -$2.42K -29 -0.4%
WPA
917
West Paces Advisors
Georgia
$670K +$5.01K +60 +0.8%
B
918
Bellecapital
Switzerland
$668K +$28.4K +340 +5%
JWBC
919
J.W. Burns & Co
New York
$667K
MYIA
920
Mount Yale Investment Advisors
Colorado
$666K -$14K -168 -2%
BAM
921
Bruderman Asset Management
New York
$664K -$466K -5,581 -42%
PFS
922
Prospera Financial Services
Texas
$662K -$22.6K -270 -3%
UWM
923
USAdvisors Wealth Management
Minnesota
$656K +$7.6K +91 +1%
WAM
924
Weatherly Asset Management
California
$655K -$42.6K -510 -6%
ACS
925
Archford Capital Strategies
Illinois
$654K -$406K -4,863 -39%

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.