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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
BWM
1026
Buckley Wealth Management
Nevada
$774K +$8.22K +90 +1%
CB
1027
Chemical Bank
Michigan
$771K
NIT
1028
NumerixS Investment Technologies
British Columbia, Canada
$769K +$502K +5,500 +229%
GG
1029
Gofen & Glossberg
Illinois
$768K -$35.2K -385 -5%
CIAS
1030
Capital Investment Advisory Services
North Carolina
$764K +$492K +5,387 +250%
SMH
1031
Sanders Morris Harris
Texas
$764K +$714K +7,815 New
NERM
1032
New England Research & Management
Illinois
$760K -$146K -1,600 -17%
ALAM
1033
Asahi Life Asset Management
Japan
$758K +$520K +5,700 +274%
VFA
1034
Voya Financial Advisors
Connecticut
$755K -$1.19K -13 -0.2%
MMHP
1035
Murphy Middleton Hinkle & Parker
Georgia
$752K -$45.7K -500 -6%
ST
1036
Smithfield Trust
Pennsylvania
$747K -$9.49K -104 -1%
SS
1037
Simplicity Solutions
Minnesota
$744K +$7.12K +78 +1%
AIM
1038
Aspen Investment Management
Michigan
$742K
WPA
1039
West Paces Advisors
Georgia
$740K -$21.4K -234 -3%
HA
1040
Harfst & Associates
Wyoming
$735K +$46K +504 +7%
WAM
1041
Weatherly Asset Management
California
$732K +$5.3K +58 +0.8%
PHK
1042
Point72 Hong Kong
Hong Kong
$731K +$603K +6,603 +733%
SOAMC
1043
Spirit of America Management Corp
New York
$727K
AF
1044
Allworth Financial
California
$725K -$7.58K -83 -1%
LFS
1045
Legacy Financial Strategies
Kansas
$724K +$29.5K +323 +5%
BOS
1046
Bank of Stockton
California
$718K -$29.2K -320 -4%
CWM
1047
Chesapeake Wealth Management
Virginia
$706K +$662K +7,248 New
DC
1048
DeDora Capital
California
$705K +$37.9K +415 +6%
NIM
1049
Northeast Investment Management
Massachusetts
$703K +$69.4K +760 +12%
VWM
1050
Venturi Wealth Management
Texas
$703K +$83.6K +916 +15%

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.