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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
SCA
1101
Snowden Capital Advisors
New York
$310K +$9.1K +109 +3%
JGIA
1102
Jackson Grant Investment Advisers
Connecticut
$306K +$1.09K +13 +0.4%
LWAC
1103
Laurel Wealth Advisors (California)
California
$301K -$2.76K -33 -0.9%
DAM
1104
Delta Asset Management
Tennessee
$301K
Tudor Investment Corp
1105
Tudor Investment Corp
Connecticut
$300K -$1.57M -18,783 -84%
ACM
1106
Alethea Capital Management
Washington
$300K
JA
1107
JVL Associates
Michigan
$300K
WIA
1108
Wealthstreet Investment Advisors
Texas
$300K
DA
1109
Doliver Advisors
Texas
$298K +$13.4K +160 +5%
IP
1110
Investment Partners
Ohio
$298K +$23.6K +283 +9%
SIM
1111
SSI Investment Management
California
$297K -$41.6K -498 -13%
FCAG
1112
First Capital Advisors Group
New Jersey
$296K -$1.17K -14 -0.4%
GW
1113
GW & Wade
Massachusetts
$292K +$2.25K +27 +0.8%
BDF
1114
Balasa Dinverno & Foltz
$292K +$38.7K +463 +16%
JA
1115
JOYN Advisors
Georgia
$290K +$234K +2,801 +481%
BB
1116
Bell Bank
North Dakota
$288K -$30.7K -367 -10%
VNA
1117
Valley National Advisers
Pennsylvania
$286K +$197K +2,358 +240%
CPA
1118
Court Place Advisors
Maryland
$284K +$2.76K +33 +1%
LC
1119
LCNB Corp
Ohio
$284K +$21.6K +259 +8%
BW
1120
Bison Wealth
Georgia
$284K +$35.7K +428 +15%
MCM
1121
Manchester Capital Management
Vermont
$283K +$259K +3,099 +1,497%
LNC
1122
Lincoln National Corp
Pennsylvania
$282K +$32.3K +387 +13%
SAM
1123
Seelaus Asset Management
New Jersey
$281K -$20.9K -250 -7%
ACG
1124
Allen Capital Group
Nebraska
$281K +$274K +3,283 New
ACP
1125
Arcus Capital Partners
Georgia
$278K -$81.9K -980 -23%

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.