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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
AWM
1026
AE Wealth Management
Kansas
$442K +$120K +1,439 +39%
NG
1027
Northstar Group
New York
$440K -$23.7K -284 -5%
VCM
1028
Virtue Capital Management
Tennessee
$438K +$419K +5,018 +5,018%
MIC
1029
Meridian Investment Counsel
California
$437K
PCM
1030
Pointe Capital Management
Michigan
$434K -$68.2K -816 -14%
NB
1031
Northwest Bancshares
Pennsylvania
$434K +$2.09K +25 +0.5%
ZB
1032
Zions Bancorporation
Utah
$434K +$424K +5,073 New
WI
1033
WrapManager Inc
California
$433K -$27.8K -333 -6%
SAIG
1034
Semper Augustus Investments Group
Colorado
$432K +$4.18K +50 +1%
PWPS
1035
Pinnacle Wealth Planning Services
Ohio
$428K +$190K +2,270 +83%
LIC
1036
Lodestar Investment Counsel
Illinois
$427K
DAS
1037
Dynamic Advisor Solutions
Arizona
$419K +$30.2K +361 +8%
FCBT
1038
First Citizens Bank & Trust
North Carolina
$417K -$447K -5,346 -52%
TNB
1039
Thomasville National Bank
Georgia
$416K -$11.3K -135 -3%
AAM
1040
Aureus Asset Management
Massachusetts
$415K +$63.8K +764 +19%
RI
1041
Ridgewood Investments
New Jersey
$410K +$1.09K +13 +0.3%
FNFDCM
1042
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$409K +$7.6K +91 +2%
DWA
1043
Douglass Winthrop Advisors
New York
$408K +$25.1K +300 +7%
TC
1044
Truvestments Capital
Florida
$402K +$392K +4,692 New
AC
1045
Avestar Capital
New York
$399K +$32.5K +389 +9%
MWM
1046
Mission Wealth Management
California
$398K +$388K +4,650 New
ANRIA
1047
American National Registered Investment Advisor
Texas
$392K
AMIM
1048
Aull & Monroe Investment Management
Alabama
$389K -$4.26K -51 -1%
MNBTD
1049
Moody National Bank Trust Division
Texas
$389K
HAG
1050
HighPoint Advisor Group
Illinois
$388K -$7.43K -89 -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.