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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
AIM
926
Aspen Investment Management
Michigan
$654K +$40.5K +485 +7%
S
927
SignatureFD
Georgia
$654K +$79.9K +957 +14%
BHWM
928
Bar Harbor Wealth Management
New Hampshire
$652K +$217K +2,602 +52%
BWM
929
Buckley Wealth Management
Nevada
$648K +$22.6K +271 +4%
TPWA
930
TRUE Private Wealth Advisors
Oregon
$637K +$22.8K +273 +4%
RWA
931
Ropes Wealth Advisors
Massachusetts
$636K
HTHT
932
Hemenway Trust Hemenway Trust
New Hampshire
$634K -$148K -1,772 -19%
FCCM
933
First City Capital Management
Georgia
$630K -$8.35K -100 -1%
CBB
934
Citizens Business Bank
California
$625K
AF
935
Allworth Financial
California
$617K -$3.01K -36 -0.5%
ACC
936
Accident Compensation Corp
New Zealand
$616K -$384K -4,600 -39%
NSAM
937
North Star Asset Management
Wisconsin
$615K -$25.9K -310 -4%
MFBTD
938
MB Financial Bank - Trust Department
Illinois
$615K +$6.68K +80 +1%
IB
939
Intrust Bank
Kansas
$613K -$42.5K -509 -7%
VF
940
Virtu Financial
New York
$612K +$597K +7,146 New
1WA
941
180 Wealth Advisors
Washington
$607K -$12.6K -151 -2%
TWA
942
TCI Wealth Advisors
Arizona
$602K +$8.77K +105 +2%
MIM
943
Martin Investment Management
Florida
$600K
VDI
944
Vaughan David Investments
Illinois
$597K +$22.5K +269 +4%
MYLI
945
Meiji Yasuda Life Insurance
Japan
$593K +$33.4K +400 +6%
LG
946
LaFleur & Godfrey
Michigan
$589K
BOS
947
Bank of Stockton
California
$589K +$97.8K +1,171 +20%
FMLI
948
Fukoku Mutual Life Insurance
Japan
$578K
CCP
949
Cardan Capital Partners
Colorado
$577K -$133K -1,591 -19%
RGC
950
Roberts, Glore & Co
Illinois
$577K -$34.2K -410 -6%

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.