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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
HSA
1126
HBK Sorce Advisory
Pennsylvania
$524K -$30.7K -336 -6%
LC
1127
Lindbrook Capital
California
$524K +$3.74K +41 +0.8%
NNP
1128
Nachman Norwood & Parrott
South Carolina
$516K +$91 +1 +0%
ANRIA
1129
American National Registered Investment Advisor
Texas
$515K
HJIM
1130
Henry James International Management
New York
$514K -$8.04K -88 -2%
ECM
1131
Evergreen Capital Management
Washington
$514K +$11.5K +126 +2%
RI
1132
Ridgewood Investments
New Jersey
$513K -$8.58K -94 -2%
SCM
1133
SOL Capital Management
Maryland
$511K -$31.5K -345 -6%
TFO
1134
Tarbox Family Office
California
$511K
BW
1135
Bison Wealth
Georgia
$510K +$23.2K +254 +5%
PIMG
1136
Patriot Investment Management Group
Tennessee
$510K +$46.3K +507 +11%
NB
1137
Northwest Bancshares
Pennsylvania
$504K
IWM
1138
IHT Wealth Management
Illinois
$504K +$36.4K +399 +8%
AWE
1139
Avidian Wealth Enterprises
Texas
$503K +$12.1K +132 +3%
SWA
1140
Stratos Wealth Advisors
Ohio
$501K -$6.21K -68 -1%
MIC
1141
Meridian Investment Counsel
California
$499K +$1.83K +20 +0.4%
PWPS
1142
Pinnacle Wealth Planning Services
Ohio
$499K +$48.7K +533 +12%
EMG
1143
Ellington Management Group
Connecticut
$497K -$438K -4,800 -48%
PFSC
1144
Peoples Financial Services Corp
Pennsylvania
$497K -$9.13K -100 -2%
SAIG
1145
Semper Augustus Investments Group
Colorado
$497K +$5.11K +56 +1%
MWA
1146
Meridian Wealth Advisors
Texas
$497K +$36.2K +396 +9%
BFG
1147
Beacon Financial Group
Texas
$496K -$19.9K -218 -4%
ITIM
1148
Indiana Trust & Investment Management
Indiana
$496K
JIM
1149
Jensen Investment Management
Oregon
$496K
ACP
1150
Aviance Capital Partners
Florida
$496K +$22.6K +247 +5%

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.