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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
NL
1176
NWAM LLC
Washington
$229K -$8.1K -97 -4%
AIM
1177
Avity Investment Management
Connecticut
$227K +$221K +2,650 New
GWS
1178
Glassman Wealth Services
Virginia
$226K +$1K +12 +0.5%
QPWM
1179
Quadrant Private Wealth Management
Pennsylvania
$226K +$8.6K +103 +4%
HH
1180
Hilltop Holdings
Texas
$226K +$220K +2,637 New
HF
1181
HRT Financial
New York
$224K +$219K +2,617 New
HKIM
1182
Hayek Kallen Investment Management
Alabama
$223K
TCM
1183
Tuttle Capital Management
Connecticut
$222K +$217K +2,600 New
RW
1184
Rand Wealth
Maryland
$221K -$2.67K -32 -1%
NFC
1185
Northeast Financial Consultants
Connecticut
$221K
GP
1186
Girard Partners
Pennsylvania
$221K +$216K +2,585 New
BAM
1187
Belpointe Asset Management
Nevada
$220K +$214K +2,564 New
CAM
1188
Cozad Asset Management
Illinois
$219K +$214K +2,561 New
BJL
1189
Brighton Jones LLC
Washington
$218K -$14.1K -169 -6%
CPO
1190
Cerity Partners OCIO
New York
$218K
PBO
1191
Peoples Bank (Ohio)
Ohio
$218K +$213K +2,550 New
AFP
1192
Ausdal Financial Partners
Iowa
$217K +$212K +2,533 New
SC
1193
Searle & Co
Connecticut
$216K
SYBT
1194
Stock Yards Bank & Trust
Kentucky
$216K
PFM
1195
Parsec Financial Management
North Carolina
$215K +$210K +2,510 New
AOWM
1196
Alpha Omega Wealth Management
Virginia
$213K -$17.4K -208 -8%
EWM
1197
Evermay Wealth Management
Virginia
$212K +$207K +2,473 New
FM
1198
Foster & Motley
Ohio
$210K +$205K +2,453 New
SMFS
1199
Squar Milner Financial Services
California
$210K +$205K +2,457 New
AIA
1200
Armor Investment Advisors
North Carolina
$209K -$8.35K -100 -4%

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.