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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
WCM
1051
Windsor Capital Management
Arizona
$699K -$11.5K -126 -2%
BWAM
1052
Boyd Watterson Asset Management
Ohio
$698K -$101K -1,110 -13%
CQS
1053
Credential Qtrade Securities
$695K -$496K -5,430 -43%
AA
1054
ALPS Advisors
Colorado
$690K +$647K +7,089 New
MCWS
1055
McKinley Carter Wealth Services
West Virginia
$687K +$645K +7,059 New
BWL
1056
Bogart Wealth LLC
Virginia
$684K +$14.6K +160 +2%
JCM
1057
Jacobi Capital Management
Pennsylvania
$678K +$435K +4,760 +219%
MA
1058
MANA Advisors
New York
$675K +$225K +2,460 +55%
BSW
1059
Buckingham Strategic Wealth
Missouri
$672K +$120K +1,317 +24%
JT
1060
Jump Trading
Illinois
$670K +$628K +6,883 New
TWA
1061
TCI Wealth Advisors
Arizona
$668K -$5.11K -56 -0.8%
VFPI
1062
Vantage Financial Partners (Illinois)
Illinois
$662K +$27.4K +300 +5%
CGL
1063
Clarius Group LLC
Washington
$662K -$99.2K -1,086 -14%
PHS
1064
Pekin Hardy Strauss
Illinois
$660K +$9.13K +100 +1%
TC
1065
TownSquare Capital
Utah
$658K +$134K +1,472 +30%
Holocene Advisors
1066
Holocene Advisors
New York
$656K +$615K +6,736 New
LSAG
1067
Lake Street Advisors Group
New Hampshire
$655K -$721K -7,901 -54%
TC
1068
Truvestments Capital
Florida
$655K +$119K +1,304 +24%
AI
1069
Accredited Investors
Minnesota
$653K -$24.1K -264 -4%
V
1070
VeraBank
Texas
$653K
EWA
1071
Exencial Wealth Advisors
Oklahoma
$651K
HB
1072
Homrich & Berg
Georgia
$651K +$43.6K +478 +8%
RT
1073
Rockland Trust
Massachusetts
$651K +$610K +6,682 New
Group One Trading
1074
Group One Trading
Illinois
$650K +$609K +6,673 New
GHAM
1075
Gilman Hill Asset Management
Connecticut
$647K -$101K -1,105 -14%

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.