We are live on ! Find out more
MDT icon

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
AIM
1451
Assured Investment Management
New York
-$483K -6,026 Closed
AWM
1452
Altavista Wealth Management
North Carolina
-$410K -5,113 Closed
DIM
1453
DC Investments Management
Virginia
-$409K -5,102 Closed
SLT
1454
St Louis Trust
Missouri
-$359K -4,480 Closed
BFM
1455
Boothbay Fund Management
New York
-$359K -4,477 Closed
AIM
1456
Acropolis Investment Management
Missouri
-$327K -4,075 Closed
AIS
1457
AlphaOne Investment Services
Pennsylvania
-$318K -3,964 Closed
TH
1458
Timber Hill
Connecticut
-$301K -3,749 Closed
PGA
1459
Premia Global Advisors
Florida
-$279K -3,480 Closed
AL
1460
Aspiriant LLC
California
-$275K -3,429 Closed
IIM
1461
Ipswich Investment Management
Massachusetts
-$254K -3,172 Closed
WSTAM
1462
Wilbanks Smith & Thomas Asset Management
Virginia
-$250K -3,117 Closed
AIP
1463
Almanack Investment Partners
Pennsylvania
-$232K -2,873 Closed
SC
1464
SRB Corp
Massachusetts
-$205K -2,559 Closed
FPS
1465
Fieldpoint Private Securities
Connecticut
-$147K -1,830 Closed
DWM
1466
Destination Wealth Management
California
-$132K -1,645 Closed
IIC
1467
Integrated Investment Consultants
Michigan
-$116K -1,445 Closed
PS
1468
Portfolio Solutions
Michigan
-$107K -1,338 Closed
HFP
1469
Holistic Financial Partners
Indiana
-$107K -1,329 Closed
KF
1470
Krilogy Financial
Missouri
-$104K -1,299 Closed
TCM
1471
Tributary Capital Management
Nebraska
-$24K -300 Closed
WDL
1472
Well Done LLC
Michigan
-$22K -275 Closed
RFWA
1473
RPg Family Wealth Advisory
Massachusetts
-$20.8K -259 Closed
CCA
1474
Clearwater Capital Advisors
Illinois
-$8K -100 Closed
FBC
1475
Fairfield, Bush & Co
Connecticut
-$8K -100 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.