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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
AG
301
Advisor Group
Arizona
$17.6M +$1.2M +13,186 +8%
PSUF
302
People's United Financial
Connecticut
$17.6M -$3.56M -39,036 -18%
GAM
303
Gotham Asset Management
New York
$17.6M -$10.8M -117,816 -40%
NP
304
NS Partners
United Kingdom
$17.5M +$258K +2,829 +2%
SOADOR
305
State of Alaska Department of Revenue
Alaska
$17.3M -$327K -3,582 -2%
BAPIM
306
British Airways Pensions Investment Management
United Kingdom
$17.1M +$7.98M +87,370 +99%
LOAMS
307
Lombard Odier Asset Management (Switzerland)
Switzerland
$16.8M +$307K +3,362 +2%
MI
308
Markston International
New York
$16.5M -$270K -2,962 -2%
EIP
309
Epoch Investment Partners
New York
$16.4M -$967K -10,587 -6%
BPB
310
Badgley, Phelps & Bell
Washington
$16.4M -$3.29K -36 -0%
FMII
311
Farmers & Merchants Investments Inc
Nebraska
$16M -$134K -1,469 -0.9%
RPAM
312
Rhenman & Partners Asset Management
Sweden
$15.9M -$544K -5,959 -4%
OC
313
Oppenheimer & Co
New York
$15.5M -$289K -3,162 -2%
OPERF
314
Oregon Public Employees Retirement Fund
Oregon
$15.3M -$11.8M -129,686 -45%
BIC
315
Beach Investment Counsel
Pennsylvania
$15.3M -$253K -2,770 -2%
VC
316
Vestor Capital
Illinois
$15.1M -$3.6M -39,469 -20%
Brown Advisory
317
Brown Advisory
Maryland
$15.1M -$5.03M -55,043 -26%
WAM
318
Wallington Asset Management
Indiana
$15M +$326K +3,570 +2%
MSE
319
MUFG Securities EMEA
United Kingdom
$14.8M
LIA
320
LS Investment Advisors
Michigan
$14.7M +$431K +4,718 +3%
DWT
321
Dorsey & Whitney Trust
South Dakota
$14.6M +$46.4K +508 +0.3%
VRS
322
Virginia Retirement Systems
Virginia
$14.6M -$274K -3,000 -2%
DDPIC
323
Deroy & Devereaux Private Investment Counsel
Michigan
$14.5M -$237K -2,598 -2%
AAM
324
Auxier Asset Management
Oregon
$14.5M -$212K -2,325 -2%
HVIA
325
Hudson Valley Investment Advisors
New York
$14.5M -$37.8K -414 -0.3%

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.