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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
WWMSC
1401
Wagner Wealth Management (South Carolina)
South Carolina
$2K +$1.75K +21 New
CB
1402
CNB Bank
Pennsylvania
$1K
GWA
1403
Guidant Wealth Advisors
Illinois
$1K
LWA
1404
Lowe Wealth Advisors
Maryland
$1K
SAM
1405
Shamrock Asset Management
Texas
$1K
LWA
1406
Lenox Wealth Advisors
New York
$1K +$585 +7 New
RWG
1407
Regal Wealth Group
California
$1K +$835 +10 New
CIA
1408
CSat Investment Advisory
Michigan
$1K +$1.42K +17 New
NA
1409
NewEdge Advisors
Louisiana
$487 -$43.8K -524 -8%
PMG
1410
ProVise Management Group
Florida
$210 +$205K +2,450 New
FRA
1411
Front Row Advisors
California
$56 +$1.59K +19 +3%
IIP
1412
Intermede Investment Partners
United Kingdom
-$52M -648,808 Closed
Assenagon Asset Management
1413
Assenagon Asset Management
Luxembourg
-$38M -473,521 Closed
VNIM
1414
Vaughan Nelson Investment Management
Texas
-$36.8M -458,435 Closed
AC
1415
Ascend Capital
California
-$27.9M -347,433 Closed
SAM
1416
Senzar Asset Management
New York
-$12.8M -159,850 Closed
JMFC
1417
J.M. Forbes & Co
Massachusetts
-$9.85M -122,776 Closed
WF
1418
Welch & Forbes
Massachusetts
-$9.78M -121,904 Closed
SSA
1419
South Street Advisors
New York
-$9.02K -112,384 Closed
DG
1420
Delek Group
Israel
-$8.41M -104,115 Closed
CPIM
1421
Columbia Partners Investment Management
Virginia
-$7.27M -90,630 Closed
CC
1422
Cipher Capital
New York
-$7.24M -90,214 Closed
EGM
1423
Engineers Gate Manager
New York
-$5.98M -74,561 Closed
GEM
1424
Global Endowment Management
North Carolina
-$4.3M -53,600 Closed
EI
1425
EDMP Inc
Florida
-$4.14M -51,605 Closed

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.