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
APP
1076
Avantax Planning Partners
Iowa
$348K -$133K -1,597 -28%
AC
1077
Abbrea Capital
California
$346K +$10K +120 +3%
JFGIW
1078
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$343K -$18K -216 -5%
CCFCSB
1079
Cape Cod Five Cents Savings Bank
Massachusetts
$342K
PFS
1080
Physicians Financial Services
North Carolina
$340K
TL
1081
TrueWealth LLC
Georgia
$339K
WSCM
1082
Wellington Shields Capital Management
New York
$338K
MC
1083
Miles Capital
Iowa
$337K -$2.17K -26 -0.7%
LWCFA
1084
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$336K -$169K -2,023 -34%
IWM
1085
IHT Wealth Management
Illinois
$335K +$41.8K +501 +15%
CBN
1086
Cadence Bank NA
Texas
$335K +$327K +3,916 New
TC
1087
Toews Corporation
New Jersey
$334K -$493K -5,900 -60%
OCM
1088
Orleans Capital Management
Louisiana
$327K -$451K -5,403 -59%
HCM
1089
Hall Capital Management
Rhode Island
$325K -$2.09K -25 -0.7%
ISL
1090
Ingalls & Snyder LLC
New York
$324K -$44.3K -530 -12%
WPW
1091
Waldron Private Wealth
Pennsylvania
$323K
PV
1092
Private Vista
Illinois
$320K +$10.7K +128 +4%
GLI
1093
Guardian Life Insurance
New York
$320K +$52.3K +626 +20%
AWM
1094
Aries Wealth Management
Maine
$318K
BG
1095
Bollard Group
Massachusetts
$318K +$1.34K +16 +0.4%
CAS
1096
Cue Advisory Services
Arizona
$316K -$15K -180 -5%
WA
1097
WBH Advisory
Maryland
$315K -$84 -1 -0%
SFG
1098
Summit Financial Group
West Virginia
$314K
RS
1099
Robeco Schweiz
Switzerland
$313K -$62.6K -750 -17%
PCM
1100
Prelude Capital Management
New York
$312K +$305K +3,650 New

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.