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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
HI
601
HBK Investments
Texas
$3.84M +$1.67M +18,300 +87%
TMAM
602
Tokio Marine Asset Management
Japan
$3.82M +$37.8K +414 +1%
JFL
603
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.81M -$28.2M -308,428 -89%
GAM
604
Garrison Asset Management
Arkansas
$3.79M -$21.5K -236 -0.6%
SAM
605
Strategy Asset Managers
California
$3.71M +$568K +6,217 +19%
MC
606
Moors & Cabot
Massachusetts
$3.71M -$94K -1,029 -3%
FMC
607
First Merchants Corp
Indiana
$3.7M -$8.31K -91 -0.2%
RAG
608
Roof Advisory Group
Pennsylvania
$3.69M +$51.1K +560 +1%
Voloridge Investment Management
609
Voloridge Investment Management
Florida
$3.69M -$757K -8,287 -18%
HWM
610
Holloway Wealth Management
Florida
$3.68M
ATC
611
Argent Trust Co
Tennessee
$3.67M +$168K +1,842 +5%
BCM
612
BTC Capital Management
Iowa
$3.67M +$146K +1,598 +4%
ECM
613
Everence Capital Management
Indiana
$3.66M
PWS
614
Peloton Wealth Strategists
Indiana
$3.64M -$146K -1,600 -4%
APA
615
American Portfolios Advisors
New York
$3.64M -$133K -1,452 -4%
AUB
616
Atlantic Union Bankshares
Virginia
$3.64M +$431K +4,722 +14%
FNT
617
First National Trust
Pennsylvania
$3.62M +$1.56M +17,071 +85%
IEFM
618
IQ EQ Fund Management
Ireland
$3.61M +$3.39M +37,101 New
Millennium Management
619
Millennium Management
New York
$3.6M -$99.7K -1,092 -3%
CC
620
Cannell & Co
New York
$3.58M -$114K -1,254 -3%
Kovitz Investment Group Partners
621
Kovitz Investment Group Partners
Illinois
$3.57M +$789K +8,641 +31%
FFWA
622
FRG Family Wealth Advisors
Washington
$3.56M +$182K +1,995 +6%
NGA
623
Naples Global Advisors
Florida
$3.54M +$161K +1,760 +5%
BCA
624
Bray Capital Advisors
Florida
$3.5M +$475K +5,198 +17%
BCCM
625
Bridge Creek Capital Management
Massachusetts
$3.49M -$35.6K -390 -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.