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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
WFG
801
Wills Financial Group
Virginia
$1.8M +$91 +1 +0%
GCP
802
GSA Capital Partners
United Kingdom
$1.79M -$83.1K -910 -5%
AIM
803
Axiom Investment Management
New York
$1.79M +$151K +1,659 +10%
EM
804
ELCO Management
New York
$1.79M -$913 -10 -0.1%
MC
805
Martin & Co
Tennessee
$1.79M -$17.7K -194 -1%
CCM
806
Condor Capital Management
New Jersey
$1.78M +$51.6K +565 +3%
DMC
807
Drexel Morgan & Co
Pennsylvania
$1.78M -$5.02K -55 -0.3%
TI
808
Truehand Inc
New Hampshire
$1.78M
CSIC
809
Clifford Swan Investment Counsel
California
$1.75M +$27.8K +304 +2%
LFAS
810
Level Four Advisory Services
Texas
$1.74M +$64.3K +704 +4%
CFA
811
Carroll Financial Associates
North Carolina
$1.72M +$46.9K +514 +3%
AFS
812
Access Financial Services
Minnesota
$1.68M +$256K +2,799 +19%
VDFA
813
Vickerman & Driscoll Financial Advisors
Washington
$1.68M -$3.56K -39 -0.2%
SM
814
Sciencast Management
New Jersey
$1.67M -$1.02M -11,149 -40%
FIM
815
Fernwood Investment Management
Massachusetts
$1.66M -$169K -1,846 -10%
CT
816
Coastline Trust
Rhode Island
$1.66M -$20.1K -220 -1%
WTC
817
WhitTier Trust Company
Nevada
$1.66M -$62.2K -681 -4%
PAS
818
Park Avenue Securities
New York
$1.66M +$383K +4,191 +33%
AF
819
Arrow Financial
New York
$1.66M +$539K +5,900 +53%
H
820
HoyleCohen
California
$1.61M +$56.5K +619 +4%
Qube Research & Technologies (QRT)
821
Qube Research & Technologies (QRT)
United Kingdom
$1.61M -$2.67M -29,240 -64%
OA
822
Oxbow Advisors
Texas
$1.61M -$53.9K -590 -3%
WA
823
Wheatland Advisors
Pennsylvania
$1.6M
WT
824
Whittier Trust
California
$1.6M +$54.6K +598 +4%
RE
825
RBC Europe
United Kingdom
$1.59M -$13.6K -149 -0.9%

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.