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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
SGA
676
Strategic Global Advisors
California
$2.9M -$131K -1,434 -5%
PFS
677
Prospera Financial Services
Texas
$2.9M -$4.29K -47 -0.2%
VV
678
Verity & Verity
South Carolina
$2.9M +$1.18M +12,870 +76%
TCM
679
Twin Capital Management
Pennsylvania
$2.89M -$1.91M -20,910 -41%
IIC
680
Ironwood Investment Counsel
Arizona
$2.88M +$60.6K +664 +2%
OA
681
Oak Associates
Ohio
$2.87M +$609K +6,675 +29%
Assenagon Asset Management
682
Assenagon Asset Management
Luxembourg
$2.86M -$1.04M -11,412 -28%
Wealthfront Advisers
683
Wealthfront Advisers
California
$2.86M -$347K -3,800 -11%
BWM
684
BerganKDV Wealth Management
Minnesota
$2.84M +$110K +1,202 +4%
FHB
685
First Hawaiian Bank
Hawaii
$2.83M -$9.4K -103 -0.4%
PWW
686
Pettyjohn Wood & White
Virginia
$2.83M +$491K +5,380 +23%
WAOTB
687
Wealth Advisors of Tampa Bay
Florida
$2.83M +$175K +1,920 +7%
CTC
688
Central Trust Company
Missouri
$2.82M -$388K -4,251 -13%
PAI
689
Pittenger & Anderson Inc
Nebraska
$2.81M +$11.9K +130 +0.5%
SJIC
690
St. James Investment Company
Texas
$2.81M +$2.2M +24,079 +502%
HCM
691
Hengehold Capital Management
Ohio
$2.81M +$36.9K +404 +1%
BO
692
Bank OZK
Arkansas
$2.8M +$183K +2,008 +8%
LBC
693
Lowe Brockenbrough & Co
Virginia
$2.8M +$13.2K +145 +0.5%
FVSAZ
694
Flossbach von Storch AG Zurich
Switzerland
$2.78M +$913K +10,000 +54%
MWM
695
Marietta Wealth Management
Georgia
$2.77M +$120K +1,310 +5%
DY
696
Dowling & Yahnke
California
$2.77M +$67.8K +743 +3%
GI
697
GAMCO Investors
Connecticut
$2.77M -$31.3K -343 -1%
CCM
698
Compton Capital Management
Rhode Island
$2.74M +$30K +329 +1%
KRSITF
699
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.72M +$118K +1,295 +5%
AIM
700
Anchor Investment Management
South Carolina
$2.7M +$262K +2,875 +12%

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.