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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
WCM
776
Wunderlich Capital Managemnt
Tennessee
$1.97M +$56.5K +619 +3%
NRS
777
Neville Rodie & Shaw
New York
$1.96M +$122K +1,340 +7%
YIA
778
YHB Investment Advisors
Connecticut
$1.96M -$61.4K -672 -3%
FAAS
779
First Allied Advisory Services
California
$1.95M +$157K +1,719 +9%
NIC
780
Northwest Investment Counselors
Oregon
$1.93M +$52K +570 +3%
RAM
781
Redmond Asset Management
Virginia
$1.93M -$56K -613 -3%
CBB
782
Citizens Business Bank
California
$1.93M +$1.14M +12,461 +171%
SC
783
Schulhoff & Co
Ohio
$1.92M +$27.4K +300 +2%
TCOV
784
Trust Company of Vermont
Vermont
$1.92M +$125K +1,365 +7%
WS
785
Wedbush Securities
California
$1.91M -$52.7K -577 -3%
CWM
786
Concentric Wealth Management
California
$1.9M +$54.3K +595 +3%
VIG
787
Vienna Insurance Group
Poland
$1.9M +$189K +2,072 +12%
AWA
788
Arete Wealth Advisors
Illinois
$1.89M -$181K -1,985 -9%
MAFM
789
Mid Atlantic Financial Management
Pennsylvania
$1.89M -$105K -1,151 -6%
RCM
790
Riverhead Capital Management
Delaware
$1.86M +$594K +6,510 +52%
AIA
791
AIMZ Investment Advisors
California
$1.85M -$8.86K -97 -0.5%
LWM
792
Lenox Wealth Management
Ohio
$1.84M +$30.9K +338 +2%
OSNBOA
793
Old Second National Bank of Aurora
Illinois
$1.84M +$1.58M +17,282 +1,040%
CAM
794
Columbia Asset Management
Michigan
$1.83M
NEI
795
Northwest & Ethical Investments
Ontario, Canada
$1.83M +$367K +4,015 +27%
BRWA
796
B. Riley Wealth Advisors
Florida
$1.83M +$262K +2,865 +18%
QCM
797
Quest Capital Management
Texas
$1.82M +$606K +6,636 +55%
SSB
798
Sandy Spring Bank
Maryland
$1.81M -$31.5K -345 -2%
DR
799
Davis Rea
Ontario, Canada
$1.81M -$9.13K -100 -0.5%
EAM
800
Eukles Asset Management
Ohio
$1.8M -$23.2K -254 -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.