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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
VIA
951
Vident Investment Advisory
Georgia
$985K -$2.96M -32,423 -76%
FNBOSM
952
First National Bank of South Miami
Florida
$975K -$49.8K -545 -5%
SCA
953
Snowden Capital Advisors
New York
$974K +$11.5K +126 +1%
Cerity Partners
954
Cerity Partners
New York
$972K -$1.32M -14,456 -59%
CAM
955
Cresset Asset Management
Illinois
$968K +$35.8K +392 +4%
WIC
956
Whitegate Investment Counselors
New Hampshire
$967K +$18.3K +200 +2%
BWM
957
Bernicke Wealth Management
Wisconsin
$956K +$896K +9,815 New
MFG
958
MidWestOne Financial Group
Iowa
$953K +$893K +9,785 New
CWM
959
Cordatus Wealth Management
Pennsylvania
$949K +$26.2K +287 +3%
SP
960
Symmetry Partners
Connecticut
$945K -$616K -6,745 -41%
VNA
961
Valley National Advisers
Pennsylvania
$944K +$18.3K +200 +2%
ARMT
962
Amica Retiree Medical Trust
Rhode Island
$943K
AAS
963
Avantax Advisory Services
Texas
$937K +$50K +548 +6%
GIA
964
Gargoyle Investment Advisor
New Jersey
$934K -$411K -4,506 -32%
BMC
965
Benin Management Corp
Connecticut
$934K +$36.5K +400 +4%
HPCM
966
High Pointe Capital Management
Illinois
$932K
PT
967
Plimoth Trust
Massachusetts
$931K -$84.5K -925 -9%
RWA
968
Ropes Wealth Advisors
Massachusetts
$929K +$277K +3,029 +47%
BOTW
969
Bank of the West
California
$922K -$25.7K -282 -3%
OIWM
970
OptiFour Integrated Wealth Management
Virginia
$922K +$864K +9,463 New
PL
971
Perpetual Ltd
Australia
$920K -$274K -3,006 -24%
TCOT
972
Trust Company of Toledo
Ohio
$919K
WIP
973
Wellesley Investment Partners
Massachusetts
$918K +$616K +6,750 +251%
MMG
974
Monetary Management Group
Missouri
$917K
DI
975
DAGCO Inc
Ohio
$916K +$16.3K +179 +2%

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.