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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
CA
1251
Centerpoint Advisors
Massachusetts
$124K +$4.93K +59 +4%
BWA
1252
BDO Wealth Advisors
Florida
$122K +$167 +2 +0.1%
FL
1253
Fort LP
Maryland
$121K +$118K +1,409 New
TG
1254
TLP Group
Illinois
$117K +$86.2K +1,032 +307%
WOC
1255
West Oak Capital
California
$115K
Qube Research & Technologies (QRT)
1256
Qube Research & Technologies (QRT)
United Kingdom
$113K -$86.5K -1,035 -44%
Credit Agricole
1257
Credit Agricole
France
$112K
TSW
1258
Thompson Siegel & Walmsley
Virginia
$108K -$41.8K -500 -28%
HT
1259
Heritage Trust
Oklahoma
$104K
IBOK
1260
Independence Bank of Kentucky
Kentucky
$103K -$4.59K -55 -4%
PAM
1261
Paradigm Asset Management
New York
$103K
PFBT
1262
Parkside Financial Bank & Trust
Missouri
$102K +$23.4K +280 +31%
BA
1263
Ballew Advisors
Mississippi
$100K +$97.9K +1,172 New
FNB
1264
Farmers National Bank
Kentucky
$99K
LF
1265
Lee Financial
Texas
$99K
LA
1266
Legacy Advisors
Pennsylvania
$98K +$3.42K +41 +4%
PC
1267
Polar Capital
United Kingdom
$91.4K +$44.4M +531,523 +99%
DMK
1268
David M. Knott
$90K
CAW
1269
Cornerstone Advisors (Washington)
Washington
$89K +$46.4K +555 +115%
BCA
1270
Bay Colony Advisors
Massachusetts
$89K +$86.5K +1,036 New
SFM
1271
Signet Financial Management
New Jersey
$88K -$2.17K -26 -2%
PMFA
1272
Plante Moran Financial Advisors
Michigan
$86K -$56K -671 -40%
KC
1273
KHP Capital
Oklahoma
$86K
FANJ
1274
Financial Architects (New Jersey)
New Jersey
$86K +$5.43K +65 +7%
AIS
1275
Accurate Investment Solutions
Pennsylvania
$83K

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.