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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
PC
1151
Port Capital
Illinois
$250K +$25.1K +300 +11%
CGL
1152
Clarius Group LLC
Washington
$250K +$244K +2,922 New
PWLP
1153
Prio Wealth Limited Partnership
Massachusetts
$249K -$1.67K -20 -0.7%
AW
1154
ACG Wealth
Georgia
$247K +$13.7K +164 +6%
CFSG
1155
Community Financial Services Group
Vermont
$246K +$4.18K +50 +2%
Lido Advisors
1156
Lido Advisors
California
$245K -$5.18K -62 -2%
1IA
1157
1834 Investment Advisors
Wisconsin
$244K
ATFA
1158
All Terrain Financial Advisors
Minnesota
$243K
KP
1159
Keel Point
Alabama
$243K +$237K +2,836 New
KA
1160
Kovack Advisors
Florida
$242K -$58.6K -702 -20%
SAM
1161
SP Asset Management
California
$241K +$222K +2,663 New
CF
1162
Centaurus Financial
California
$240K +$234K +2,807 New
BWP
1163
BSW Wealth Partners
Colorado
$239K +$19.6K +235 +9%
CWS
1164
Cypress Wealth Services
California
$239K +$233K +2,789 New
OC
1165
Oakworth Capital
Alabama
$238K
Cetera Investment Advisers
1166
Cetera Investment Advisers
Illinois
$237K +$585 +7 +0.3%
CIP
1167
Convergence Investment Partners
Florida
$235K +$3.34K +40 +1%
MGIA
1168
Moneta Group Investment Advisors
Missouri
$235K +$24.1K +288 +12%
ECM
1169
Elgethun Capital Management
South Dakota
$234K -$226K -2,710 -50%
CBU
1170
CIBC Bank USA
Illinois
$233K -$17.2K -206 -7%
CPH
1171
C Partners Holding
Switzerland
$232K +$10K +120 +5%
BC
1172
Bartlett & Co
Ohio
$232K +$72.7K +870 +47%
BCWM
1173
Bartlett & Co Wealth Management
Ohio
$232K +$72.7K +870 +47%
CPIG
1174
Chicago Partners Investment Group
Illinois
$231K +$44.3K +530 +24%
PWM
1175
Perigon Wealth Management
California
$230K +$21.7K +260 +11%

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.