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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
SIAS
1226
Shine Investment Advisory Services
Colorado
$187K +$1.17K +14 +0.6%
AssetMark Inc
1227
AssetMark Inc
California
$186K +$4.34K +52 +2%
OIA
1228
Optimum Investment Advisors
Illinois
$185K +$3.09K +37 +2%
C
1229
Cerebellum
California
$181K -$21.9K -262 -11%
EA
1230
Edge Advisors
Georgia
$180K -$13.7K -164 -7%
IWP
1231
Icon Wealth Partners
Texas
$174K -$28.7K -344 -15%
QCG
1232
Quadrant Capital Group
Ohio
$174K +$15.7K +188 +9%
MSFP
1233
Mark Sheptoff Financial Planning
Connecticut
$169K -$494K -5,916 -75%
FLI
1234
Family Legacy Inc
South Carolina
$169K +$165K +1,971 New
BCP
1235
Blue Chip Partners
Michigan
$165K +$22.1K +264 +16%
HFM
1236
Hartford Financial Management
Connecticut
$164K
WA
1237
WealthTrust-Arizona
Arizona
$158K -$283K -3,391 -65%
BAM
1238
Barrett Asset Management
New York
$156K
JCM
1239
Jacobi Capital Management
Pennsylvania
$156K +$585 +7 +0.4%
TFS
1240
TrustCore Financial Services
Tennessee
$151K +$72.5K +868 +97%
OIA
1241
OneDigital Investment Advisors
Kansas
$149K +$2.25K +27 +2%
WAP
1242
Wealthcare Advisory Partners
Pennsylvania
$149K +$19.7K +236 +16%
RWA
1243
River Wealth Advisors
Pennsylvania
$144K +$141K +1,684 New
OSNBOA
1244
Old Second National Bank of Aurora
Illinois
$142K -$50.1K -600 -27%
IP
1245
Intellectus Partners
California
$139K
SIC
1246
Salem Investment Counselors
North Carolina
$139K +$33.4K +400 +33%
FIB
1247
First Interstate Bank
Montana
$133K -$233K -2,791 -64%
GTAM
1248
Global Trust Asset Management
Florida
$130K +$67.2K +805 +112%
EWM
1249
Endurance Wealth Management
Rhode Island
$128K -$33.4K -400 -21%
WEC
1250
Winslow Evans & Crocker
Massachusetts
$126K -$2.51K -30 -2%

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.