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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
PJSIMP
1001
P.J. Schmidt Investment Management (PJS)
Wisconsin
$466K -$125K -1,502 -22%
PFSC
1002
Peoples Financial Services Corp
Pennsylvania
$466K -$8.35K -100 -2%
BCM
1003
Becker Capital Management
Oregon
$465K -$59.2K -709 -12%
MC
1004
Middleton & Co
Massachusetts
$465K -$17.3K -207 -4%
AAP
1005
Arax Advisory Partners
Colorado
$465K +$119K +1,424 +36%
Holocene Advisors
1006
Holocene Advisors
New York
$462K -$157K -1,879 -26%
BAS
1007
Brown Advisory Securities
Maryland
$460K -$26K -311 -5%
LCM
1008
Laurion Capital Management
New York
$460K +$449K +5,377 New
OAJ
1009
Ogorek Anthony Joseph
New York
$459K
MCWS
1010
McKinley Carter Wealth Services
West Virginia
$459K +$46.7K +559 +12%
HA
1011
Harfst & Associates
Wyoming
$458K +$8.1K +97 +2%
WI
1012
Wintrust Investments
Illinois
$457K +$111K +1,329 +33%
LFS
1013
Legacy Financial Strategies
Kansas
$456K +$53K +635 +14%
PLFAM
1014
Pineno Levin & Ford Asset Management
Virginia
$454K -$8.77K -105 -2%
FMBTD
1015
First Midwest Bank Trust Division
Illinois
$453K -$193K -2,306 -30%
FCFC
1016
First Commonwealth Financial Corp
Pennsylvania
$453K -$12.8K -153 -3%
LIM
1017
Leavell Investment Management
Alabama
$453K
SSWM
1018
Smith Salley Wealth Management
North Carolina
$451K +$3.34K +40 +0.8%
CBTWT
1019
Community Bank & Trust (Waco, Texas)
Texas
$450K +$12.1K +145 +3%
TFO
1020
Tarbox Family Office
California
$449K -$167 -2 -0%
YWP
1021
YorkBridge Wealth Partners
New York
$447K -$2.17K -26 -0.5%
MSS
1022
Mitchell Sinkler & Starr
Pennsylvania
$446K -$33.4K -400 -7%
WB
1023
Webster Bank
Connecticut
$445K -$5.01K -60 -1%
HSA
1024
HBK Sorce Advisory
Pennsylvania
$443K +$13.3K +159 +3%
LJHT
1025
Laurie J. Hall Trustee
$442K

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.