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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
LCM
501
Logan Capital Management
Pennsylvania
$5.9M +$430K +4,708 +8%
AII
502
AGF Investments Inc
Ontario, Canada
$5.9M +$60.9K +667 +1%
EP
503
Elkfork Partners
Oregon
$5.86M +$1.92M +20,988 +54%
SBCM
504
Schwerin Boyle Capital Management
Massachusetts
$5.84M
SWM
505
SVA Wealth Management
Wisconsin
$5.8M -$1.46M -16,044 -21%
BFIM
506
Beese Fulmer Investment Management
Ohio
$5.8M -$137K -1,504 -2%
MERSOM
507
Municipal Employees' Retirement System of Michigan
Michigan
$5.75M +$667K +7,300 +14%
AC
508
Alley Company
Illinois
$5.75M -$47.7K -522 -0.9%
MPAM
509
Murphy Pohlad Asset Management
Minnesota
$5.73M -$184K -2,010 -3%
BF
510
BOK Financial
Oklahoma
$5.71M -$85.8K -940 -2%
FPTW
511
Franklin, Parlapiano, Turner & Welch
Texas
$5.69M -$44.6K -488 -0.8%
BFA
512
Benedict Financial Advisors
Georgia
$5.69M +$105K +1,149 +2%
FNT
513
First Nebraska Trust
Nebraska
$5.67M +$82.2K +900 +2%
LDB
514
Lee, Danner & Bass
Tennessee
$5.64M -$194K -2,121 -4%
MCG
515
McCollum Christoferson Group
New York
$5.63M -$46.7K -512 -0.9%
TFA
516
Toth Financial Advisory
Virginia
$5.61M +$317K +3,468 +6%
HIMC
517
Heritage Investors Management Corp
Maryland
$5.58M -$90.4K -990 -2%
ANBT
518
American National Bank & Trust
Texas
$5.58M -$157K -1,724 -3%
FAB
519
First American Bank
Illinois
$5.47M +$19.2K +210 +0.4%
TH
520
TCTC Holdings
Texas
$5.46M +$263K +2,885 +5%
CCP
521
Corient Capital Partners
California
$5.35M +$43.5K +476 +0.9%
SFA
522
Sequoia Financial Advisors
Ohio
$5.35M +$61.5K +674 +1%
ST
523
Somerset Trust
Pennsylvania
$5.3M +$15.5K +170 +0.3%
SFS
524
Strategic Financial Services
New York
$5.27M -$86.7K -950 -2%
CAM
525
Claret Asset Management
Quebec, Canada
$5.25M -$127K -1,393 -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.