We are live on ! Find out more
MDT icon

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
SFSIG
1276
San Francisco Sentry Investment Group
California
$79K -$194K -2,322 -72%
NSB
1277
Norway Savings Bank
Maine
$78K +$3.34K +40 +5%
AIM
1278
Arcadia Investment Management
Michigan
$77K
CFG
1279
CKW Financial Group
Hawaii
$77K
AWM
1280
AllSquare Wealth Management
New York
$77K +$13.9K +167 +23%
WC
1281
Whitnell & Co
Illinois
$76K
KTC
1282
Kistler-Tiffany Companies
Pennsylvania
$72K -$39.8K -477 -36%
CAGAS
1283
Capital Advisory Group Advisory Services
Minnesota
$72K
CHP
1284
Cable Hill Partners
Oregon
$71K -$2.67K -32 -4%
LC
1285
Landaas & Company
Wisconsin
$71K +$68.9K +825 New
IGGA
1286
Iron Gate Global Advisors
Utah
$70K +$68.4K +819 New
FFC
1287
First Financial Corp
Indiana
$68K -$7.93K -95 -11%
SHJ
1288
Sharkey, Howes & Javer
Colorado
$68K
SIAP
1289
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$68K
AWM
1290
Aevitas Wealth Management
Massachusetts
$65K +$585 +7 +0.9%
PCM
1291
Poehling Capital Management
Wisconsin
$64K -$16.7K -200 -21%
ME
1292
McIlrath & Eck
Washington
$61K +$2.42K +29 +4%
HCM
1293
Horrell Capital Management
Arkansas
$60K
SWA
1294
Sutton Wealth Advisors
Florida
$59.5K +$10.6K +127 +22%
TFA
1295
Transamerica Financial Advisors
Florida
$59K -$645K -7,728 -92%
AFIA
1296
America First Investment Advisors
Nebraska
$59K
ACM
1297
AUA Capital Management
Pennsylvania
$58K
GI
1298
GS Investments
Minnesota
$57.4K -$2.51K -30 -4%
GFP
1299
Gryphon Financial Partners
Ohio
$57K -$2.09K -25 -4%
CPA
1300
Clear Perspective Advisors
Illinois
$56K -$4.01K -48 -7%

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.