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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
FAIM
1126
Financial Advocates Investment Management
Washington
$278K -$67.3K -806 -20%
GIA
1127
Guyasuta Investment Advisors
Pennsylvania
$278K -$8.6K -103 -3%
KA
1128
Kaizen Advisory
Illinois
$278K +$163K +1,946 +149%
BI
1129
Ballast Inc
Kentucky
$276K +$25.9K +310 +11%
AWCI
1130
Alpine Woods Capital Investors
New York
$274K -$12.8M -153,300 -98%
P
1131
Pitcairn
Pennsylvania
$274K -$123K -1,476 -32%
VCM
1132
Vigilant Capital Management
Maine
$274K
MA
1133
MANA Advisors
New York
$273K +$267K +3,194 New
NFG
1134
Next Financial Group
Texas
$271K -$57.2K -685 -18%
PP
1135
Patten & Patten
Tennessee
$270K -$8.85K -106 -3%
CAM
1136
CenterStar Asset Management
Illinois
$270K
DA
1137
DSC Advisors
Illinois
$269K -$12.7K -152 -5%
TWM
1138
Titus Wealth Management
California
$265K -$91.6K -1,097 -26%
FI
1139
FormulaFolio Investments
Michigan
$263K +$22.1K +264 +9%
BFA
1140
Bragg Financial Advisors
North Carolina
$259K -$919 -11 -0.4%
JCM
1141
Janney Capital Management
Pennsylvania
$258K +$252K +3,012 New
CPA
1142
Capital Planning Advisors
California
$257K -$5.51K -66 -2%
DHFB
1143
Dixon Hubard Feinour & Brown
Virginia
$257K
WIP
1144
Wellesley Investment Partners
Massachusetts
$257K +$1.17K +14 +0.5%
SM
1145
Sciencast Management
New Jersey
$257K +$243K +2,907 New
GC
1146
Grace Capital
Massachusetts
$257K +$251K +3,000 New
PCM
1147
Perkins Capital Management
Minnesota
$257K +$251K +3,000 New
BDWM
1148
Brewin Dolphin Wealth Management
Ireland
$257K
CL
1149
CIM LLC
New York
$254K +$6.77K +81 +3%
SFG
1150
SevenBridge Financial Group
Pennsylvania
$253K +$93.5K +1,119 +61%

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.