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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
CWM
551
Calamos Wealth Management
Illinois
$4.67M -$73.1K -801 -2%
MC
552
Miramar Capital
Illinois
$4.65M +$619K +6,775 +17%
SCM
553
Shelton Capital Management
Colorado
$4.59M +$4.19M +45,903 +3,723%
RBA
554
Richard Bernstein Advisors
New York
$4.56M -$854K -9,356 -17%
HL
555
HeadInvest LLC
Maine
$4.53M -$43.8K -480 -1%
FWC
556
First Washington Corp
Washington
$4.48M +$38.8K +425 +0.9%
DCM
557
Delta Capital Management
New Jersey
$4.46M -$44.7K -490 -1%
SCA
558
Spearhead Capital Advisors
Florida
$4.42M +$204K +2,238 +5%
FG
559
Fiduciary Group
Georgia
$4.42M +$205K +2,240 +5%
DAM
560
Deltec Asset Management
New York
$4.41M -$1.44M -15,801 -26%
ACM
561
Argyle Capital Management
Pennsylvania
$4.4M
OSIA
562
O'Shares Investment Advisers
Massachusetts
$4.39M +$241K +2,635 +6%
BRM
563
Boston Research & Management
Massachusetts
$4.37M +$65.3K +715 +2%
EFIC
564
Eliot Finkel Investment Counsel
California
$4.36M +$41.1K +450 +1%
VCA
565
Verdence Capital Advisors
Maryland
$4.36M -$771K -8,447 -16%
MCM
566
MAI Capital Management
Ohio
$4.33M +$1.29M +14,177 +47%
RIA
567
Regal Investment Advisors
Michigan
$4.3M +$428K +4,688 +12%
WFMPM
568
Woodley Farra Manion Portfolio Management
Indiana
$4.29M -$4.75K -52 -0.1%
FWM
569
Frontier Wealth Management
Missouri
$4.27M +$138K +1,507 +4%
TAM
570
Tyers Asset Management
Texas
$4.26M +$1.39M +15,264 +54%
RJT
571
Raymond James Trust
Florida
$4.25M +$715K +7,834 +22%
PA
572
Pinnacle Associates
New York
$4.24M -$103K -1,125 -3%
ISL
573
Ingalls & Snyder LLC
New York
$4.22M -$771K -8,441 -16%
JG
574
Jefferies Group
New York
$4.2M -$4.48M -49,110 -53%
JFA
575
JNBA Financial Advisors
Minnesota
$4.17M +$78.2K +856 +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.