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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
KFC
201
Klingenstein Fields & Co
New York
$30.4M +$20.4K +244 +0.1%
Luther King Capital Management (LKCM)
202
Luther King Capital Management (LKCM)
Texas
$30.2M -$27.1M -325,018 -48%
First Trust Advisors
203
First Trust Advisors
Illinois
$30.1M -$13.6M -162,526 -32%
William Blair & Company
204
William Blair & Company
Illinois
$29.5M +$3.22M +38,555 +13%
JAM
205
Jupiter Asset Management
United Kingdom
$29.2M +$436K +5,219 +2%
Macquarie Group
206
Macquarie Group
Australia
$29M +$212K +2,541 +0.8%
Bank of Nova Scotia
207
Bank of Nova Scotia
Ontario, Canada
$29M +$7.64M +91,481 +37%
WCM
208
Wedge Capital Management
North Carolina
$28.7M -$8.16M -97,708 -23%
CGH
209
Crossmark Global Holdings
Texas
$28.5M -$47.3K -566 -0.2%
TPSF
210
Texas Permanent School Fund
Texas
$28.3M -$1.65M -19,707 -6%
TA
211
Tamarack Advisers
California
$27.7M +$11.2M +134,000 +71%
MF
212
Magnetar Financial
Illinois
$27.6M +$26.9M +322,195 New
FFA
213
First Foundation Advisors
California
$27.5M -$3.81M -45,600 -12%
ST
214
Sabal Trust
Florida
$27.4M +$474K +5,674 +2%
CCM
215
Compass Capital Management
Minnesota
$27.2M +$26.5M +317,714 New
FIM
216
Foresters Investment Management
New York
$27.1M +$159K +1,900 +0.6%
SMDAM
217
Sumitomo Mitsui DS Asset Management
Japan
$26.9M -$2.34M -28,018 -8%
CWM
218
CIBC World Markets
New York
$26.6M +$4.16M +49,772 +19%
HJGA
219
Hardman Johnston Global Advisors
Connecticut
$25.7M -$1.45M -17,370 -5%
LWCA
220
Locust Wood Capital Advisers
New York
$25.7M +$25.1M +300,660 New
EAM
221
Eagle Asset Management
Florida
$25.2M +$7.46M +89,255 +43%
FMW
222
Farr Miller & Washington
District of Columbia
$25.1M -$366K -4,383 -1%
O
223
OppenheimerFunds
New York
$25.1M -$53.9M -644,808 -69%
GC
224
Guggenheim Capital
Illinois
$24.9M -$47.8M -572,744 -66%
CA
225
Commerzbank Aktiengesellschaft
Germany
$24.8M -$6.55M -78,375 -21%

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.