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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
BFO
1001
Biltmore Family Office
North Carolina
$846K -$20.9K -229 -3%
BBA
1002
BLB&B Advisors
Pennsylvania
$842K -$85.8K -940 -10%
SVWAG
1003
Sound View Wealth Advisors Group
Georgia
$840K +$787K +8,620 New
GSBTD
1004
Glenview State Bank Trust Department
Illinois
$837K
ABC
1005
Associated Banc-Corp
Wisconsin
$833K -$9.13K -100 -1%
SMC
1006
Smith, Moore & Co
Missouri
$831K +$2.65K +29 +0.3%
LJAC
1007
L.J. Altfest & Co
New York
$826K +$2.92K +32 +0.4%
CC
1008
Cognios Capital
Kansas
$824K -$1.19M -13,062 -61%
SGI
1009
Summit Global Investments
Utah
$822K +$770K +8,438 New
RC
1010
Roundview Capital
New Jersey
$821K +$183K +2,009 +31%
RCM
1011
Radnor Capital Management
Pennsylvania
$810K
BA
1012
Boston Advisors
Massachusetts
$810K +$759K +8,315 New
LRPA
1013
L. Roy Papp & Associates
Arizona
$805K -$81.8K -896 -10%
JWBC
1014
J.W. Burns & Co
New York
$799K
CB
1015
Community Bank
New York
$798K +$342K +3,742 +84%
TW
1016
Transform Wealth
Colorado
$796K +$425K +4,660 +133%
WAM
1017
Wealthspire Advisors (Maryland)
Maryland
$794K -$75.8K -830 -9%
NA
1018
NewEdge Advisors
Louisiana
$793K +$4.57K +50 +0.6%
OCG
1019
Opus Capital Group
Ohio
$785K +$132K +1,445 +22%
PA
1020
Parallel Advisors
California
$782K -$19.4K -212 -3%
AAP
1021
Ardsley Advisory Partners
Connecticut
$779K
NMIFOAC
1022
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$779K +$730K +8,000 New
TWI
1023
Thomas White International
Illinois
$778K
AF
1024
Affiance Financial
Minnesota
$776K -$21.5K -235 -3%
RTS
1025
Round Table Services
New Jersey
$775K -$112K -1,225 -13%

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.