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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
EWM
1226
Evermay Wealth Management
Virginia
$387K -$50.6K -554 -12%
WWM
1227
Western Wealth Management
Colorado
$385K -$18.4K -201 -5%
FPA
1228
First Pacific Advisors
California
$385K +$22.8K +250 +7%
GIA
1229
Gladstone Institutional Advisory
Florida
$383K +$359K +3,937 New
JCM
1230
Janney Capital Management
Pennsylvania
$381K +$41K +449 +13%
AMIM
1231
Aull & Monroe Investment Management
Alabama
$379K -$14.1K -154 -4%
PFS
1232
Physicians Financial Services
North Carolina
$379K +$27.4K +300 +8%
HTHT
1233
Hemenway Trust Hemenway Trust
New Hampshire
$378K -$222K -2,428 -38%
GLI
1234
Guardian Life Insurance
New York
$378K +$1.64K +18 +0.5%
NFC
1235
Northeast Financial Consultants
Connecticut
$378K +$2.1K +23 +0.6%
FLPIM
1236
F.L. Putnam Investment Management
Massachusetts
$377K -$134K -1,472 -28%
KFP
1237
KMG Fiduciary Partners
Ohio
$377K +$24.2K +265 +7%
IIM
1238
Ipswich Investment Management
Massachusetts
$376K
MA
1239
MONECO Advisors
Connecticut
$374K -$85.2K -933 -20%
CBU
1240
CIBC Bank USA
Illinois
$373K +$79.5K +871 +29%
QPWM
1241
Quadrant Private Wealth Management
Pennsylvania
$372K
AWM
1242
Aries Wealth Management
Maine
$372K +$7.3K +80 +2%
AssetMark Inc
1243
AssetMark Inc
California
$369K -$9.95K -109 -3%
IC
1244
Intersect Capital
California
$366K
BG
1245
Bollard Group
Massachusetts
$366K +$1.1K +12 +0.3%
MIM
1246
Martin Investment Management
Florida
$364K +$7.3K +80 +2%
JGIA
1247
Jackson Grant Investment Advisers
Connecticut
$363K +$822 +9 +0.2%
HWMG
1248
Hurlow Wealth Management Group
Indiana
$361K
CFGS
1249
Concourse Financial Group Securities
Alabama
$360K +$32.1K +352 +11%
PLFAM
1250
Pineno Levin & Ford Asset Management
Virginia
$359K -$147K -1,610 -30%

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.