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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
SIS
1351
Sound Income Strategies
Florida
$14K -$3.26K -39 -19%
SMG
1352
Spectrum Management Group
Indiana
$13K +$12.2K +146 New
CI
1353
CX Institutional
Indiana
$13K +$12.5K +150 New
M
1354
MOTCO
Texas
$12K -$34.9K -418 -75%
JWA
1355
JFS Wealth Advisors
Pennsylvania
$12K -$11.4K -136 -49%
Winslow Capital Management
1356
Winslow Capital Management
Minnesota
$12K -$1.75K -21 -13%
FGAM
1357
Financial Gravity Asset Management
Texas
$12K -$668 -8 -5%
ADL
1358
Asset Dedication LLC
California
$12K
MA
1359
MCF Advisors
Kentucky
$12K
PCM
1360
Princeton Capital Management
New Jersey
$12K
TC
1361
Trilogy Capital
California
$12K +$4.59K +55 +66%
BL
1362
Balentine LLC
Georgia
$11K
MUS
1363
Mitsubishi UFJ Securities
Japan
$11K
SWP
1364
Strategic Wealth Partners
Ohio
$11K
BCI
1365
Brinker Capital Investments
Pennsylvania
$11K +$6.51K +78 +166%
MPPLM
1366
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$11K +$10.9K +130 New
RBC
1367
Roble Belko & Company
Pennsylvania
$9K -$61.1K -732 -88%
ARMC
1368
American Research & Management Company
Massachusetts
$9K -$4.18K -50 -33%
DOA
1369
D'Orazio & Associates
Virginia
$9K
WPW
1370
Winthrop Partners - WNY
New York
$8.56K
PFO
1371
Pathstone Family Office
New Jersey
$8K -$10.9K -131 -58%
MWM
1372
MinichMacGregor Wealth Management
New York
$8K -$3.17K -38 -29%
RIA
1373
RPG Investment Advisory
California
$8K
RCG
1374
Ruggie Capital Group
Florida
$8K
HCM
1375
Hilton Capital Management
New York
$8K +$7.52K +90 New

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.