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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
RhumbLine Advisers
76
RhumbLine Advisers
Massachusetts
$220M -$4.25M -46,569 -2%
Canada Life
77
Canada Life
Manitoba, Canada
$217M -$4.17M -45,651 -2%
Renaissance Technologies
78
Renaissance Technologies
New York
$215M +$201M +2,206,541 New
Russell Investments Group
79
Russell Investments Group
United Kingdom
$212M -$26.7M -292,981 -12%
Capital International Investors
80
Capital International Investors
California
$209M +$57.5M +630,255 +41%
State of Wisconsin Investment Board
81
State of Wisconsin Investment Board
Wisconsin
$204M +$48.3M +529,187 +34%
Citigroup
82
Citigroup
New York
$198M +$11.8M +128,883 +7%
BG
83
Bahl & Gaynor
Ohio
$197M +$4.36M +47,716 +2%
New York State Teachers Retirement System (NYSTRS)
84
New York State Teachers Retirement System (NYSTRS)
New York
$196M -$5.8M -63,476 -3%
Axa
85
Axa
France
$193M -$6.4M -70,091 -3%
Canada Pension Plan Investment Board
86
Canada Pension Plan Investment Board
Ontario, Canada
$192M -$35.4M -387,545 -16%
USAA
87
United Services Automobile Association
Texas
$183M -$34.9M -381,961 -17%
Man Group
88
Man Group
United Kingdom
$176M -$46.5M -509,240 -22%
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$175M -$3.72M -40,691 -2%
Public Employees Retirement Association of Colorado
90
Public Employees Retirement Association of Colorado
Colorado
$172M -$925K -10,133 -0.6%
Flossbach Von Storch
91
Flossbach Von Storch
Germany
$165M -$9.39M -102,804 -6%
TD Asset Management
92
TD Asset Management
Ontario, Canada
$162M -$3.29M -36,074 -2%
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$161M +$24.4M +266,888 +19%
Adage Capital Partners
94
Adage Capital Partners
Massachusetts
$159M +$18.1M +197,828 +14%
Envestnet Asset Management
95
Envestnet Asset Management
Illinois
$154M +$8.2M +89,792 +6%
Stifel Financial
96
Stifel Financial
Missouri
$152M +$11M +120,792 +8%
PAM
97
Panagora Asset Management
Massachusetts
$148M -$30.4K -333 -0%
SO
98
STRS Ohio
Ohio
$139M -$1.85M -20,229 -1%
AGA
99
Altrinsic Global Advisors
Connecticut
$137M +$35.2M +385,703 +38%
VOYA Investment Management
100
VOYA Investment Management
Georgia
$133M +$2.47M +27,023 +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.