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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
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$865M +$40.7M +446,285 +5%
LP
27
Longview Partners
Guernsey
$861M +$255M +2,787,443 +46%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$851M +$1.25M +13,741 +0.2%
N
29
Nuveen
North Carolina
$794M +$739M +8,094,852 +12,846%
Morgan Stanley
30
Morgan Stanley
New York
$746M +$41.4M +453,392 +6%
AAMU
31
Amundi Asset Management US
Massachusetts
$719M +$16.2M +177,690 +2%
Dodge & Cox
32
Dodge & Cox
California
$646M +$77.6M +849,376 +15%
Primecap Management
33
Primecap Management
California
$626M -$11M -120,170 -2%
Charles Schwab
34
Charles Schwab
California
$623M +$34.7M +379,970 +6%
Sanders Capital
35
Sanders Capital
Florida
$597M +$17.9M +196,300 +3%
Goldman Sachs
36
Goldman Sachs
New York
$592M -$129M -1,408,389 -19%
UBS AM
37
UBS AM
Illinois
$571M +$32.4M +355,387 +6%
ClearBridge Investments
38
ClearBridge Investments
New York
$527M -$46.4M -508,220 -9%
D.E. Shaw & Co
39
D.E. Shaw & Co
New York
$519M +$84.7M +927,269 +21%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$510M -$114M -1,251,419 -19%
VAM
41
Vontobel Asset Management
New York
$501M +$25.5M +279,362 +6%
Swiss National Bank
42
Swiss National Bank
Switzerland
$484M -$11.5M -125,800 -2%
Aristotle Capital Management
43
Aristotle Capital Management
California
$472M -$10.3M -113,183 -2%
Hotchkis & Wiley Capital Management
44
Hotchkis & Wiley Capital Management
California
$449M +$44.5M +487,742 +12%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$446M +$12.6M +137,723 +3%
AQR Capital Management
46
AQR Capital Management
Connecticut
$430M -$31M -339,862 -7%
Capital Research Global Investors
47
Capital Research Global Investors
California
$425M -$191M -2,092,842 -32%
Principal Financial Group
48
Principal Financial Group
Iowa
$415M +$1.02M +11,170 +0.3%
Barclays
49
Barclays
United Kingdom
$384M +$72.3M +791,537 +25%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$383M -$3.65M -39,972 -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.