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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.27B +$107M +1,279,249 +1%
BlackRock
2
BlackRock
New York
$8.38B +$164M +1,966,789 +2%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$6.6B +$5.82M +69,659 +0.1%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$4.99B -$134M -1,601,309 -3%
State Street
5
State Street
Massachusetts
$4.54B -$42M -502,787 -0.9%
Franklin Resources
6
Franklin Resources
California
$3.09B +$13.1M +157,127 +0.4%
Lazard Asset Management
7
Lazard Asset Management
New York
$2.4B +$10.4M +124,570 +0.4%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$2.06B +$179M +2,139,822 +10%
Artisan Partners
9
Artisan Partners
Wisconsin
$2.01B +$78.5M +939,892 +4%
JP Morgan Chase
10
JP Morgan Chase
New York
$1.63B +$488M +5,845,769 +44%
Dodge & Cox
11
Dodge & Cox
California
$1.6B +$1.38M +16,550 +0.1%
Northern Trust
12
Northern Trust
Illinois
$1.37B -$6.32M -75,621 -0.5%
Bank of America
13
Bank of America
North Carolina
$1.35B -$2.08M -24,866 -0.2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.35B +$134M +1,608,832 +11%
Ameriprise
15
Ameriprise
Minnesota
$1.31B +$205M +2,453,193 +19%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$1.28B +$236K +2,825 +0%
UBS Group
17
UBS Group
Switzerland
$1.27B -$3.75M -44,851 -0.3%
Barrow, Hanley, Mewhinney & Strauss
18
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.25B -$54.4M -651,119 -4%
Wells Fargo
19
Wells Fargo
California
$1.15B -$38.3M -458,488 -3%
Capital Research Global Investors
20
Capital Research Global Investors
California
$1.15B -$288M -3,447,949 -20%
Norges Bank
21
Norges Bank
Norway
$1.03B +$3.38M +40,457 +0.3%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$761M +$33M +394,973 +5%
Goldman Sachs
23
Goldman Sachs
New York
$750M -$276M -3,309,637 -27%
Invesco
24
Invesco
Georgia
$727M +$38.1M +456,020 +6%
Morgan Stanley
25
Morgan Stanley
New York
$713M -$23.9M -285,913 -3%

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.