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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
MWM
1201
Mission Wealth Management
California
$416K -$85.5K -937 -18%
CA
1202
Calton & Associates
Florida
$415K +$79.2K +867 +26%
LJHT
1203
Laurie J. Hall Trustee
$414K -$27.4K -300 -7%
HCM
1204
Hall Capital Management
Rhode Island
$414K -$9.13K -100 -2%
PCM
1205
Perkins Capital Management
Minnesota
$409K
AIA
1206
Angeles Investment Advisors
California
$409K +$15.8K +173 +4%
CL
1207
CIM LLC
New York
$408K +$43.8K +480 +13%
CFA
1208
Cahill Financial Advisors
Minnesota
$407K +$274 +3 +0.1%
JSL
1209
JT Stratford LLC
Georgia
$405K -$193K -2,114 -34%
SMFS
1210
Squar Milner Financial Services
California
$403K +$127K +1,392 +51%
EHWM
1211
Eads & Heald Wealth Management
Georgia
$402K -$7.3K -80 -2%
BWP
1212
Bernardo Wealth Planning
Pennsylvania
$402K -$4.38K -48 -1%
O
1213
Ossiam
France
$401K -$781K -8,559 -68%
PCM
1214
Perritt Capital Management
Illinois
$400K -$1.19K -13 -0.3%
SWM
1215
Segment Wealth Management
Texas
$400K -$1.19K -13 -0.3%
AAP
1216
Arax Advisory Partners
Colorado
$397K +$372K +4,078 New
SSW
1217
Smith Shellnut Wilson
Mississippi
$394K -$2.56K -28 -0.7%
CHA
1218
Carmichael Hill & Associates
Maryland
$394K
ACM
1219
Azimuth Capital Management
Michigan
$391K -$3.13M -34,245 -90%
WSCM
1220
Wellington Shields Capital Management
New York
$391K
AWM
1221
Aevitas Wealth Management
Massachusetts
$391K +$217K +2,374 +145%
NJBEST
1222
New Jersey Better Educational Savings Trust
New Jersey
$390K +$365K +4,000 New
BCA
1223
Bay Colony Advisors
Massachusetts
$389K +$365 +4 +0.1%
RPC
1224
Rossmore Private Capital
Connecticut
$389K +$133K +1,452 +57%
TL
1225
TrueWealth LLC
Georgia
$388K -$20.3K -222 -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.