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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
CBT
1051
Central Bank & Trust
Kentucky
$384K -$19.3K -231 -5%
BHBT
1052
Burke & Herbert Bank & Trust
Virginia
$384K -$4.18K -50 -1%
MFW
1053
Mosaic Family Wealth
Missouri
$383K +$585 +7 +0.2%
CFG
1054
Citizens Financial Group
Rhode Island
$382K -$74.2K -888 -17%
HCC
1055
Hirtle Callaghan & Co
Pennsylvania
$381K -$292K -3,496 -44%
MCM
1056
Murphy Capital Management
New Jersey
$381K -$37.6K -450 -9%
EHWM
1057
Eads & Heald Wealth Management
Georgia
$381K +$76.8K +920 +26%
CPIA
1058
Cornell Pochily Investment Advisors
New York
$380K +$24.2K +290 +7%
SAM
1059
Security Asset Management
New York
$378K -$22.1K -265 -6%
CA
1060
Calton & Associates
Florida
$373K -$317K -3,794 -48%
BP
1061
Ballentine Partners
Massachusetts
$372K -$8.02K -96 -2%
CHA
1062
Carmichael Hill & Associates
Maryland
$372K
CFD
1063
Creative Financial Designs
Indiana
$371K -$2.42K -29 -0.7%
AWM
1064
Altium Wealth Management
New York
$370K +$361K +4,322 New
AWM
1065
Avior Wealth Management
Nebraska
$369K +$6.1K +73 +2%
PCM
1066
Perritt Capital Management
Illinois
$368K
CFA
1067
Cahill Financial Advisors
Minnesota
$366K +$7.85K +94 +2%
TF
1068
Tompkins Financial
New York
$365K
WA
1069
Waverly Advisors
Alabama
$361K +$251 +3 +0.1%
RIM
1070
Regent Investment Management
Kentucky
$360K -$16.7K -200 -5%
WP
1071
WMS Partners
Maryland
$353K +$7.77K +93 +2%
LYV
1072
Live Your Vision
Pennsylvania
$352K
NP
1073
NorthRock Partners
Minnesota
$352K +$341K +4,083 New
SCC
1074
Spring Creek Capital
Kansas
$352K +$343K +4,109 New
MFG
1075
Merit Financial Group
Georgia
$350K +$23.2K +278 +7%

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.