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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
ECM
1376
Exchange Capital Management
Michigan
$7K
NPP
1377
New Potomac Partners
Maryland
$7K
WF
1378
WealthTrust Fairport
Ohio
$7K +$6.77K +81 New
CFC
1379
Coyle Financial Counsel
Illinois
$7K +$6.85K +82 New
SBL
1380
Sargent Bickham Lagudis
Colorado
$6K -$28.1K -337 -83%
FMP
1381
Financial Management Professionals
Texas
$6K
TIM
1382
Tortoise Investment Management
New York
$6K
NL
1383
NVWM LLC
Pennsylvania
$6K +$5.93K +71 New
WC
1384
Whitney & Co
New York
$5K -$10.9K -130 -70%
CTB
1385
Country Trust Bank
Illinois
$5K +$501 +6 +11%
QCIG
1386
Quad-Cities Investment Group
Iowa
$5K +$4.93K +59 New
AIL
1387
AGF Investments LLC
Ontario, Canada
$4.11K -$133K -1,587 -3%
WCAMG
1388
Woodard & Company Asset Management Group
North Carolina
$4.02K
PFGIA
1389
Patriot Financial Group Insurance Agency
Massachusetts
$4K
SWMG
1390
Signature Wealth Management Group
Georgia
$4K
IAS
1391
IMA Advisory Services
Colorado
$4K +$4.26K +51 New
EWM
1392
Elmwood Wealth Management
California
$3.25K
ACA
1393
Atlas Capital Advisors
Wyoming
$3.18K
JAM
1394
JCIC Asset Management
Ontario, Canada
$3K
TAIM
1395
TD Ameritrade Investment Management
Nebraska
$3K +$2.84K +34 New
PCIA
1396
Prime Capital Investment Advisors
Kansas
$3K +$2.92K +35 New
AIA
1397
Arcadia Investment Advisors
Idaho
$3K
AA
1398
Altman Advisors
Illinois
$2.31K +$1.23M +14,744 New
RWP
1399
RWA Wealth Partners
Massachusetts
$2K -$66.8K -800 -97%
QAM
1400
QCI Asset Management
New York
$2K +$1.75K +21 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.