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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
NIM
526
Needham Investment Management
New York
$5.25M
BL
527
BCWM LLC
Kansas
$5.25M +$352K +3,851 +8%
CCMINC
528
Cardinal Capital Management Inc (North Carolina)
North Carolina
$5.22M -$29.3K -321 -0.6%
CAM
529
Cubic Asset Management
Massachusetts
$5.17M -$143K -1,562 -3%
VC
530
Vicus Capital
Pennsylvania
$5.13M -$912K -9,986 -16%
CVM
531
Cheviot Value Management
California
$5.11M +$43.7K +479 +0.9%
ZCA
532
Zeke Capital Advisors
Pennsylvania
$5.08M +$815K +8,923 +21%
OWD
533
Osborn Williams & Donohoe
Ohio
$5.06M -$91.5K -1,002 -2%
CIP
534
Chartwell Investment Partners
Pennsylvania
$5.05M -$107K -1,172 -2%
AIA
535
Allied Investment Advisors
Montana
$5.03M -$2.74K -30 -0.1%
RWP
536
RWA Wealth Partners
Massachusetts
$5M +$1.81M +19,841 +63%
MME
537
Meag Munich Ergo
Germany
$4.98M
Jane Street
538
Jane Street
New York
$4.96M -$10.3M -112,976 -69%
SIRP
539
Shelter Insurance Retirement Plan
Missouri
$4.96M
SBH
540
Segall Bryant & Hamill
Illinois
$4.92M +$55.5K +608 +1%
PI
541
PEAK6 Investments
Illinois
$4.92M +$4.51M +49,427 +4,689%
V
542
Veritable
Delaware
$4.91M +$376K +4,123 +9%
SLI
543
Sumitomo Life Insurance
Japan
$4.81M +$182K +1,992 +4%
WP
544
WealthPLAN Partners
Nebraska
$4.8M +$168K +1,838 +4%
QIM
545
Quantitative Investment Management
Virginia
$4.78M -$58.2K -637 -1%
Jacobs Levy Equity Management
546
Jacobs Levy Equity Management
New Jersey
$4.77M -$3.22M -35,230 -42%
HFS
547
Haverford Financial Services
Pennsylvania
$4.77M -$20.8K -228 -0.5%
KPCM
548
Kings Point Capital Management
New York
$4.72M +$382K +4,185 +9%
GAM
549
Griffin Asset Management
New York
$4.72M +$507K +5,550 +13%
IA
550
IndexIQ Advisors
New York
$4.7M -$109K -1,197 -2%

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.