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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
EARNEST Partners
1301
EARNEST Partners
Georgia
$56K
BWM
1302
Baystate Wealth Management
Massachusetts
$56K +$5.76K +69 +12%
B
1303
Bridgeworth
Alabama
$53K +$52.6K +630 New
ED
1304
Exane Derivatives
France
$50.2K -$53.7K -643 -53%
LFA
1305
Legacy Financial Advisors
Kentucky
$49K -$113K -1,354 -71%
CAL
1306
Capital Analysts LLC
Pennsylvania
$47K +$167 +2 +0.4%
SNT
1307
Security National Trust
West Virginia
$47K +$20.9K +250 +83%
MCM
1308
Mainstay Capital Management
Michigan
$47K +$41.8K +500 +1,000%
PW
1309
Price Wealth
Texas
$47K +$46K +551 New
FCB
1310
First Command Bank
Texas
$46K
FCFS
1311
First Command Financial Services
Texas
$46K
THWM
1312
Taylor Hoffman Wealth Management
Virginia
$46K
SQA
1313
Simon Quick Advisors
New Jersey
$45K -$41.4K -496 -48%
PS
1314
Portfolio Strategies
New York
$45K
WAM
1315
Wolverine Asset Management
Illinois
$44K -$574K -6,870 -93%
KCPG
1316
Kavar Capital Partners Group
Kansas
$44K -$8.94K -107 -17%
CM
1317
Castleark Management
Illinois
$41K
JG
1318
Jefferies Group
New York
$41K
RFM
1319
Royal Fund Management
Florida
$41K +$17.8K +213 +80%
PGWM
1320
Parisi Gray Wealth Management
New Jersey
$37K
POIA
1321
Pin Oak Investment Advisors
Texas
$37K +$2.76K +33 +8%
RFA
1322
Reilly Financial Advisors
California
$37K +$18.1K +217 +104%
FMTCOCP
1323
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$36K
GAM
1324
Gemmer Asset Management
California
$33K
WWM
1325
Willingdon Wealth Management
North Carolina
$33K

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.