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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
BTW
176
Boston Trust Walden
Massachusetts
$38.4M -$582K -6,970 -2%
WA
177
WestEnd Advisors
North Carolina
$37.7M -$8.46M -101,255 -19%
LCS
178
Levin Capital Strategies
New York
$37.4M +$33.6M +402,629 +1,193%
GIBU
179
Gulf International Bank (UK)
United Kingdom
$37.2M +$326K +3,897 +0.9%
SRIM
180
Saratoga Research & Investment Management
California
$36.6M +$5.97M +71,449 +20%
AIG
181
American International Group
New York
$36.6M -$177K -2,118 -0.5%
TCM
182
Tekla Capital Management
Massachusetts
$36.3M -$8.23M -98,518 -19%
Citadel Advisors
183
Citadel Advisors
Florida
$36.1M +$18.5M +221,982 +111%
Envestnet Asset Management
184
Envestnet Asset Management
Illinois
$34.6M +$19.1M +229,100 +131%
Federated Hermes
185
Federated Hermes
Pennsylvania
$34.5M +$12.5M +149,445 +59%
BG
186
Bellevue Group
Switzerland
$34.4M +$3.75M +44,881 +13%
SOMRS
187
State of Michigan Retirement System
Michigan
$34.3M +$159K +1,900 +0.5%
BTS
188
BB&T Securities
Virginia
$34.2M +$7.43K +89 +0%
ASRS
189
Arizona State Retirement System
Arizona
$33.7M -$9.1K -109 -0%
Calamos Advisors
190
Calamos Advisors
Illinois
$32.7M +$3.24M +38,849 +11%
Comerica Bank
191
Comerica Bank
Texas
$32.5M -$416K -4,975 -1%
FAF
192
Fjarde Ap-fonden
Sweden
$32.4M -$214K -2,557 -0.7%
JFL
193
Jarislowsky, Fraser Ltd
Quebec, Canada
$32.2M -$337K -4,038 -1%
SW
194
SVB Wealth
Massachusetts
$31.7M -$75.3K -901 -0.2%
CCMG
195
Clark Capital Management Group
Pennsylvania
$31.6M +$7.99M +95,648 +35%
SL
196
Summitry LLC
California
$31.5M -$179K -2,149 -0.6%
APG Asset Management
197
APG Asset Management
Netherlands
$31.4M -$4.21M -50,400 -11%
TRSOTSOK
198
Teachers Retirement System of the State of Kentucky
Kentucky
$30.9M -$1.29M -15,500 -4%
RMDI
199
R.M. Davis Inc
Maine
$30.5M -$1.32M -15,760 -4%
ERSOT
200
Employees Retirement System of Texas
Texas
$30.5M +$8.02M +95,960 +37%

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.