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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
EIA
426
Edgemoor Investment Advisors
Maryland
$8.56M +$288K +3,154 +4%
WAM
427
World Asset Management
Michigan
$8.54M +$186K +2,035 +2%
AIM
428
Artemis Investment Management
United Kingdom
$8.5M -$7.33M -80,254 -48%
PPSG
429
Princeton Portfolio Strategies Group
New Jersey
$8.49M +$128K +1,400 +2%
SAM
430
Silvercrest Asset Management
New York
$8.46M +$7.49K +82 +0.1%
MCM
431
Maple Capital Management
Vermont
$8.41M -$43K -471 -0.5%
IP
432
Isthmus Partners
Wisconsin
$8.3M +$7.78M +85,206 New
BUB
433
BBVA USA Bancshares
Texas
$8.21M -$366K -4,010 -5%
PSC
434
Prentiss Smith & Co
Vermont
$8.15M +$148K +1,618 +2%
WTB
435
Washington Trust Bank
Washington
$8.14M -$233K -2,554 -3%
SIM
436
Sentry Investment Management
Wisconsin
$8.07M +$138K +1,506 +2%
NWM
437
Nicola Wealth Management
British Columbia, Canada
$8.05M +$365K +4,000 +5%
SMI
438
Shelter Mutual Insurance
Missouri
$8.03M -$721K -7,900 -9%
QI
439
QS Investors
New York
$7.99M +$297K +3,250 +4%
AAIM
440
American Assets Investment Management
California
$7.89M
BAM
441
Berkshire Asset Management
Pennsylvania
$7.82M +$7.12K +78 +0.1%
EVM
442
Evelyn V. Moreno
$7.82M +$52.5K +575 +0.7%
PP
443
Prospector Partners
Connecticut
$7.79M +$73K +800 +1%
IIM
444
Intact Investment Management
Quebec, Canada
$7.79M +$1.22M +13,400 +20%
DADC
445
D.A. Davidson & Co
Montana
$7.79M -$1.92M -21,018 -21%
AP
446
Appleton Partners
Massachusetts
$7.71M +$99.5K +1,090 +1%
AAF
447
Andra AP-fonden
Sweden
$7.67M -$1.58M -17,300 -18%
COPPSERS
448
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.67M +$27.5K +301 +0.4%
Daiwa Securities Group
449
Daiwa Securities Group
Japan
$7.61M -$156K -1,708 -2%
Mercer Global Advisors
450
Mercer Global Advisors
Colorado
$7.59M +$754K +8,263 +12%

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.