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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
MCM
826
McKinley Capital Management
Alaska
$1.59M +$1.49M +16,280 New
SP
827
SWS Partners
Ohio
$1.58M +$1.42M +15,568 New
JDR
828
Jay D. Rosenbaum
$1.56M -$11K -120 -0.7%
MHIC
829
Marble Harbor Investment Counsel
Massachusetts
$1.56M
WCM
830
Whitener Capital Management
North Carolina
$1.54M +$114K +1,245 +9%
HI
831
Horizon Investments
North Carolina
$1.53M +$980K +10,738 +215%
GVAG
832
Great Valley Advisor Group
Delaware
$1.53M +$1.04M +11,443 +270%
TBNY
833
Trustco Bank (New York)
New York
$1.52M -$27.4K -300 -2%
FCMC
834
Founders Capital Management (Connecticut)
Connecticut
$1.52M +$54.8K +600 +4%
CCM
835
Covington Capital Management
California
$1.51M -$22.8K -250 -2%
SCP
836
Shorepoint Capital Partners
Massachusetts
$1.5M +$158K +1,730 +13%
HCMT
837
Highland Capital Management (Tennessee)
Tennessee
$1.48M -$28.7K -314 -2%
PI
838
PHH Investments
Texas
$1.48M -$87.7K -960 -6%
SLF
839
Sun Life Financial
Ontario, Canada
$1.47M -$248K -2,719 -15%
AAMA
840
Advanced Asset Management Advisors
Ohio
$1.47M
MWVC
841
Morgens Waterfall Vintiadis & Co
New York
$1.46M +$1.37M +15,000 New
W
842
WealthStone
Ohio
$1.46M +$1.36M +14,943 New
NICM
843
Neo Ivy Capital Management
New York
$1.45M -$89.8K -984 -6%
DWM
844
Doyle Wealth Management
Florida
$1.45M
IC
845
Investment Counsel
Michigan
$1.44M -$192K -2,100 -13%
IA
846
IFG Advisory
Georgia
$1.44M +$87.5K +958 +7%
DPIM
847
Duff & Phelps Investment Management
Illinois
$1.43M +$28.3K +310 +2%
CCM
848
Cullen Capital Management
New York
$1.42M -$171K -1,870 -11%
AP
849
Arlington Partners
Alabama
$1.41M +$1.32M +14,485 New
EFS
850
Essex Financial Services
Connecticut
$1.41M -$91.8K -1,006 -7%

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.