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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
D.E. Shaw & Co
101
D.E. Shaw & Co
New York
$116M -$170M -2,030,836 -60%
Stifel Financial
102
Stifel Financial
Missouri
$110M +$2.16M +25,915 +2%
H
103
Hexavest
Quebec, Canada
$106M -$2.44M -29,192 -2%
WHG
104
Westwood Holdings Group
Texas
$106M -$6.34M -75,944 -6%
AQR Capital Management
105
AQR Capital Management
Connecticut
$104M -$7.56M -90,557 -7%
EIC
106
Equity Investment Corp
Georgia
$100M -$1.7M -20,312 -2%
Korea Investment Corp
107
Korea Investment Corp
South Korea
$99.9M -$15.9M -189,800 -14%
Chevy Chase Trust
108
Chevy Chase Trust
Maryland
$97.9M -$445K -5,330 -0.5%
EVM
109
Eaton Vance Management
Massachusetts
$97.2M -$83.3M -997,187 -47%
SEI Investments
110
SEI Investments
Pennsylvania
$97M -$8.52M -102,008 -8%
GIA
111
Gateway Investment Advisers
Ohio
$93.3M -$650K -7,776 -0.7%
Mackenzie Financial
112
Mackenzie Financial
Ontario, Canada
$93.1M +$9.31M +111,410 +11%
HTC
113
Haverford Trust Company
Pennsylvania
$92.2M +$35.7K +427 +0%
Balyasny Asset Management
114
Balyasny Asset Management
Illinois
$89.2M -$56M -669,924 -39%
ProShare Advisors
115
ProShare Advisors
Maryland
$87.9M -$1.63M -19,556 -2%
State of New Jersey Common Pension Fund D
116
State of New Jersey Common Pension Fund D
New Jersey
$87.6M -$6.68M -80,000 -7%
SCM
117
Sterling Capital Management
North Carolina
$83.2M -$265K -3,172 -0.3%
US Bancorp
118
US Bancorp
Minnesota
$81.5M -$4.14M -49,607 -5%
OAC
119
OMERS Administration Corp
Ontario, Canada
$81M +$58.1M +696,130 +279%
TG
120
TCW Group
California
$79.9M +$3.66M +43,872 +5%
FMI
121
Factory Mutual Insurance
Massachusetts
$78.9M +$1M +12,000 +1%
DekaBank Deutsche Girozentrale
122
DekaBank Deutsche Girozentrale
Germany
$78.6M +$3.98M +47,621 +6%
Aviva
123
Aviva
United Kingdom
$77.5M +$5.28M +63,231 +8%
HSBC Holdings
124
HSBC Holdings
United Kingdom
$74.9M +$9.72M +116,324 +15%
Toronto Dominion Bank
125
Toronto Dominion Bank
Ontario, Canada
$74.5M +$11.7M +140,226 +19%

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.