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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
SGCA
1201
Steel Grove Capital Advisors
Tennessee
$207K +$202K +2,423 New
WPC
1202
White Pine Capital
Minnesota
$206K -$31.8K -381 -14%
EFSCE
1203
Enterprise Financial Services Corp (EFSC)
Missouri
$206K -$28.6K -342 -12%
AMG
1204
Advisors Management Group
Wisconsin
$206K +$201K +2,404 New
CHA
1205
Cooper/Haims Advisors
New York
$206K +$201K +2,404 New
RPC
1206
Rossmore Private Capital
Connecticut
$205K -$35.9K -430 -15%
RCS
1207
Retirement Capital Strategies
California
$205K +$200K +2,390 New
BFC
1208
Bedel Financial Consulting
Indiana
$204K -$1.42K -17 -0.7%
MCM
1209
MV Capital Management
Maryland
$204K +$585 +7 +0.3%
Twin Tree Management
1210
Twin Tree Management
Texas
$204K +$199K +2,378 New
TA
1211
Tiedemann Advisors
New York
$204K +$200K +2,392 New
GRP
1212
Global Retirement Partners
California
$203K -$483K -5,783 -71%
LPT
1213
Legacy Private Trust
Wisconsin
$203K -$40.5K -485 -17%
LCP
1214
Legacy Capital Partners
Wisconsin
$203K +$198K +2,369 New
PIM
1215
Profit Investment Management
Maryland
$203K +$198K +2,369 New
CCM
1216
Carlson Capital Management
Minnesota
$203K +$198K +2,370 New
SC
1217
Savant Capital
Illinois
$203K +$198K +2,376 New
WPP
1218
Whalerock Point Partners
Rhode Island
$202K -$1.08M -12,915 -85%
MFW
1219
Meristem Family Wealth
Minnesota
$200K +$196K +2,342 New
HI
1220
Hudock Inc
Pennsylvania
$197K +$1.09K +13 +0.6%
AIM
1221
Advantage Investment Management
Iowa
$194K -$1M -12,023 -84%
OFW
1222
Omnia Family Wealth
Florida
$192K +$3.17K +38 +2%
LPIC
1223
LeJeune Puetz Investment Counsel
Michigan
$191K
PCP
1224
Proficio Capital Partners
Massachusetts
$190K +$32.2K +385 +21%
NEI
1225
Northwest & Ethical Investments
Ontario, Canada
$188K +$25.1K +300 +16%

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.