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
PA
951
Parallel Advisors
California
$574K +$178K +2,127 +46%
PHS
952
Pekin Hardy Strauss
Illinois
$568K -$8.35K -100 -1%
PCG
953
Private Capital Group
Connecticut
$568K +$42.9K +514 +8%
CA
954
Cetera Advisors
Colorado
$563K -$3.59K -43 -0.6%
NIM
955
Northeast Investment Management
Massachusetts
$560K
RMCM
956
Reynders McVeigh Capital Management
Massachusetts
$559K -$25.2K -302 -4%
PAS
957
Park Avenue Securities
New York
$554K -$117K -1,398 -18%
MTC
958
McDaniel Terry & Co
Texas
$554K +$18K +216 +3%
OCG
959
Opus Capital Group
Ohio
$552K
MHS
960
M Holdings Securities
Oregon
$548K -$205K -2,450 -28%
LRIC
961
Long Road Investment Counsel
Michigan
$548K
BBA
962
Braun-Bostich & Associates
Pennsylvania
$548K +$14.4K +172 +3%
BHC
963
Bowen Hanes & Co
Florida
$546K +$5.43K +65 +1%
AI
964
Accredited Investors
Minnesota
$545K -$3.51K -42 -0.7%
ITIM
965
Indiana Trust & Investment Management
Indiana
$544K
CII
966
Capital International Inc
California
$539K -$175K -2,100 -25%
SS
967
Sunbelt Securities
Texas
$539K -$4.34K -52 -0.8%
FQ
968
First Quadrant
California
$539K
SWM
969
Segment Wealth Management
Texas
$539K +$9.77K +117 +2%
BWL
970
Bogart Wealth LLC
Virginia
$534K +$6.1K +73 +1%
FPFS
971
First Personal Financial Services
North Carolina
$524K -$6M -71,859 -92%
CCA
972
Cobblestone Capital Advisors
New York
$520K -$23K -275 -4%
CS
973
Credential Securities
$518K -$27.1K -324 -5%
JIM
974
Jensen Investment Management
Oregon
$513K -$66.8K -800 -12%
HB
975
Homrich & Berg
Georgia
$513K +$56K +671 +13%

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.