We are live on ! Find out more
MDT icon

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
IFAM
1101
Institutional & Family Asset Management
Colorado
$582K
CBTWT
1102
Community Bank & Trust (Waco, Texas)
Texas
$582K +$18.3K +200 +3%
MFG
1103
Magnus Financial Group
New York
$582K +$23.3K +255 +4%
RCAG
1104
Rehmann Capital Advisory Group
Michigan
$582K +$45K +493 +9%
OAJ
1105
Ogorek Anthony Joseph
New York
$580K
NSIM
1106
North Star Investment Management
Illinois
$579K
HFA
1107
Hoover Financial Advisors
Pennsylvania
$574K
WPW
1108
Winthrop Partners - WNY
New York
$568K +$523K +5,728 +5,728%
PCM
1109
Pointe Capital Management
Michigan
$561K -$11.1K -122 -2%
OIA
1110
OneDigital Investment Advisors
Kansas
$561K +$362K +3,964 +220%
CFG
1111
Citizens Financial Group
Rhode Island
$557K -$10.4K -114 -2%
SS
1112
Sunbelt Securities
Texas
$554K -$48.8K -534 -9%
MFW
1113
Mosaic Family Wealth
Missouri
$553K +$30.3K +332 +6%
CCM
1114
Cribstone Capital Management
Maine
$553K +$67.9K +744 +15%
PCG
1115
Private Capital Group
Connecticut
$548K -$222K -2,428 -28%
BP
1116
Ballentine Partners
Massachusetts
$547K +$126K +1,383 +33%
DAS
1117
Dynamic Advisor Solutions
Arizona
$545K +$70.1K +768 +16%
BCM
1118
Becker Capital Management
Oregon
$543K -$14.1K -154 -3%
FPFS
1119
First Personal Financial Services
North Carolina
$541K -$44.6K -488 -8%
FPB
1120
First PREMIER Bank
South Dakota
$537K
AIP
1121
Almanack Investment Partners
Pennsylvania
$535K +$25.7K +281 +5%
WI
1122
Wintrust Investments
Illinois
$532K -$44.1K -483 -8%
MC
1123
Middleton & Co
Massachusetts
$531K +$21K +230 +4%
Two Sigma Advisers
1124
Two Sigma Advisers
New York
$529K -$10.6M -115,766 -96%
HAG
1125
HighPoint Advisor Group
Illinois
$526K +$14.2K +156 +3%

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.