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Medtronic

1,619 hedge funds and large institutions have $107B invested in Medtronic in 2019 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 685 increasing their positions, 601 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 92

25% more funds holding in top 10

Funds holding in top 10: 5974 (+15)

14% more repeat investments, than reductions

Existing positions increased: 685 | Existing positions reduced: 601

8% more capital invested

Capital invested by funds: $99.3B → $107B (+$8.15B)

1.09% more ownership

Funds ownership: 81.29%82.38% (+1.1%)

9% more call options, than puts

Call options by funds: $732M | Put options by funds: $669M

1% more funds holding

Funds holding: 1,6031,619 (+16)

Holders
1,619
Holders Change
+16
Holders Change %
+1%
% of All Funds
35.16%
Holding in Top 10
74
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+25.42%
% of All Funds
1.61%
New
126
Increased
685
Reduced
601
Closed
92
Calls
$732M
Puts
$669M
Net Calls
+$63M
Net Calls Change
-$226M
Name Holding Trade Value Shares
Change
Change in
Stake
Squarepoint
251
Squarepoint
New York
$24.3M -$30.5M -333,894 -57%
Commonwealth Equity Services
252
Commonwealth Equity Services
Massachusetts
$24.2M +$2.07M +22,669 +10%
CCMG
253
Clark Capital Management Group
Pennsylvania
$24.2M +$22.7M +248,452 New
CFB
254
Cullen/Frost Bankers
Texas
$24.1M -$155K -1,698 -0.7%
KFC
255
Klingenstein Fields & Co
New York
$24M -$571K -6,256 -2%
Federated Hermes
256
Federated Hermes
Pennsylvania
$23.9M -$5.49M -60,142 -20%
ET
257
Equitable Trust
Tennessee
$23.3M +$2.13M +23,345 +11%
HW
258
Hancock Whitney
Mississippi
$23.1M -$1.01M -11,082 -4%
CIM
259
Confluence Investment Management
Missouri
$23M +$660K +7,225 +3%
SC
260
Scotia Capital
Ontario, Canada
$22.7M +$2.46M +26,979 +13%
Mitsubishi UFJ Asset Management
261
Mitsubishi UFJ Asset Management
Japan
$22.6M +$4.22M +46,243 +25%
MSV
262
MN Services Vermogensbeheer
Netherlands
$22.4M -$110K -1,200 -0.5%
NB
263
Norinchukin Bank
Japan
$22.3M -$8.64M -94,594 -29%
EDRH
264
Edmond de Rothschild Holding
Switzerland
$22.2M -$155K -1,698 -0.7%
Fisher Asset Management
265
Fisher Asset Management
Washington
$22.1M -$3.12M -34,164 -13%
CAM
266
Cidel Asset Management
Ontario, Canada
$22M +$1M +10,955 +5%
ADEF
267
Adams Diversified Equity Fund
Maryland
$21.7M
HPC
268
HM Payson & Co
Maine
$21.7M -$696K -7,628 -3%
PR
269
Payden & Rygel
California
$21.5M +$676K +7,400 +3%
ACA
270
Anchor Capital Advisors
Massachusetts
$21.4M -$3.19M -34,900 -14%
HCM
271
Howland Capital Management
Massachusetts
$21.2M -$1.24M -13,559 -6%
LPL Financial
272
LPL Financial
California
$21.1M +$1.07M +11,746 +6%
Truist Financial
273
Truist Financial
North Carolina
$21.1M +$86.6K +949 +0.4%
SCM
274
Stevens Capital Management
Pennsylvania
$20.9M -$10.6M -115,621 -35%
RBCM
275
Raub Brock Capital Management
California
$20.6M -$242K -2,651 -1%

MDT Hedge Fund Activity: Q2 2019 in Review

1,619 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q2 2019, worth a combined $107B — up 8.2% from $99.3B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new MDT positions and 92 closed out — a net gain of 34 holders — while 685 added to existing stakes and 601 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $870M. The largest seller was JP Morgan Chase, cutting an estimated $583M.

  • 1,619 institutional investors held Medtronic (MDT) as of Q2 2019, up from 1,603 in Q1 2019.
  • Funds reported $107B of Medtronic stock for Q2 2019, up 8.2% quarter-over-quarter.
  • 126 funds opened new Medtronic positions in Q2 2019 and 92 closed out, a net change of +34 holders.
  • The largest Medtronic buyer in Q2 2019 was Deutsche Bank, an estimated $870M added.
  • The largest Medtronic seller in Q2 2019 was JP Morgan Chase, an estimated $583M sold.

Based on aggregated 13F filings for Q2 2019.