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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
Flossbach Von Storch
76
Flossbach Von Storch
Germany
$182M -$32.7M -391,630 -16%
Canada Life
77
Canada Life
Manitoba, Canada
$181M +$964K +11,539 +0.5%
CIBC Private Wealth Group
78
CIBC Private Wealth Group
Georgia
$181M +$29.2M +349,805 +20%
Russell Investments Group
79
Russell Investments Group
United Kingdom
$177M -$41.4M -495,831 -19%
Neuberger Berman Group
80
Neuberger Berman Group
New York
$174M +$9.26M +110,839 +6%
CGI
81
Comgest Global Investors
France
$173M +$32.7M +391,500 +24%
BG
82
Bahl & Gaynor
Ohio
$166M +$6.88M +82,336 +4%
Schroder Investment Management Group
83
Schroder Investment Management Group
United Kingdom
$161M +$7.62M +91,269 +5%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$161M +$875K +10,470 +0.6%
SBAM
85
Santa Barbara Asset Management
California
$160M -$3.61M -43,207 -2%
Public Employees Retirement Association of Colorado
86
Public Employees Retirement Association of Colorado
Colorado
$151M -$1.64M -19,686 -1%
AGA
87
Altrinsic Global Advisors
Connecticut
$147M +$691K +8,268 +0.5%
Axa
88
Axa
France
$146M +$83.5M +999,249 +141%
SO
89
STRS Ohio
Ohio
$138M -$11.2M -133,882 -8%
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$135M +$17.2M +205,395 +15%
State of Wisconsin Investment Board
91
State of Wisconsin Investment Board
Wisconsin
$132M -$4.15M -49,730 -3%
Capital International Investors
92
Capital International Investors
California
$129M -$40.7M -486,714 -24%
TD Asset Management
93
TD Asset Management
Ontario, Canada
$127M +$1.62M +19,401 +1%
Lord, Abbett & Co
94
Lord, Abbett & Co
New Jersey
$126M -$2.68M -32,100 -2%
Citigroup
95
Citigroup
New York
$125M -$12.4M -148,417 -9%
Adage Capital Partners
96
Adage Capital Partners
Massachusetts
$124M -$14.5M -173,796 -11%
Thrivent Financial for Lutherans
97
Thrivent Financial for Lutherans
Minnesota
$123M -$34.1M -408,166 -22%
FAM
98
Fred Alger Management
New York
$120M -$16M -191,335 -12%
RJA
99
Raymond James & Associates
Florida
$120M +$15.5M +185,164 +15%
HA
100
Homestead Advisers
Virginia
$117M +$251K +3,000 +0.2%

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.