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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
FA
1326
Fortis Advisors
Pennsylvania
$32K
PWAG
1327
Polaris Wealth Advisory Group
California
$30K -$62.1K -744 -67%
JAM
1328
Jolley Asset Management
North Carolina
$30K
AA
1329
AlphaMark Advisors
Kentucky
$29K +$19.6K +235 +235%
BC
1330
Barnett & Company
Tennessee
$26K
GSC
1331
G&S Capital
Colorado
$26K +$167 +2 +0.7%
TC
1332
Trust Company
Kansas
$25K
MWM
1333
Mascoma Wealth Management
New Hampshire
$23K
SFPIA
1334
Stevens First Principles Investment Advisors
California
$23K
CAC
1335
Certified Advisory Corp
Florida
$23K +$10.2K +122 +82%
GCM
1336
Gables Capital Management
Florida
$23K +$22.9K +274 New
FFW
1337
Fusion Family Wealth
New York
$22K
TCM
1338
Tradewinds Capital Management
Washington
$22K
PCM
1339
Peak Capital Management
Colorado
$21K +$20.9K +250 New
MSA
1340
Marino Stram & Associates
Massachusetts
$20K -$16K -192 -45%
RCC
1341
Red Cedar Capital
Nebraska
$20K
AWMS
1342
Advocacy Wealth Management Services
Georgia
$20K +$3.59K +43 +23%
FCMT
1343
Founders Capital Management (Texas)
Texas
$19K -$160K -1,915 -89%
PRS
1344
Pinkerton Retirement Specialists
Idaho
$19K
WAS
1345
Winch Advisory Services
Wisconsin
$19K +$84 +1 +0.5%
VCM
1346
Versant Capital Management
Arizona
$19K +$5.93K +71 +46%
EIP
1347
Epoch Investment Partners
New York
$17.5K -$1.36M -16,285 -7%
CJA
1348
C-J Advisory
California
$17K
FBT
1349
First Bank & Trust
South Dakota
$17K +$668 +8 +4%
GBBWRPM
1350
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$15K

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.