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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
CAL
1276
Capital Advisors Ltd
Ohio
$326K +$47K +515 +18%
Cohen & Steers
1277
Cohen & Steers
New York
$325K
CPO
1278
Cerity Partners OCIO
New York
$325K +$31.2K +342 +11%
MCM
1279
MV Capital Management
Maryland
$323K +$41.7K +457 +16%
HPWM
1280
Highland Private Wealth Management
Washington
$323K +$93.3K +1,022 +45%
CFSG
1281
Community Financial Services Group
Vermont
$322K
SAM
1282
Seelaus Asset Management
New Jersey
$321K -$3.65K -40 -1%
IFWM
1283
Institute for Wealth Management
Colorado
$318K -$42.5K -466 -13%
CPA
1284
Capital Planning Advisors
California
$318K
ACM
1285
AlphaStar Capital Management
North Carolina
$318K +$298K +3,262 New
GIA
1286
Guyasuta Investment Advisors
Pennsylvania
$316K
ECG
1287
Edge Capital Group
Georgia
$314K +$295K +3,226 New
LPIC
1288
LeJeune Puetz Investment Counsel
Michigan
$312K +$3.65K +40 +1%
FSC
1289
Full Sail Capital
Oklahoma
$312K +$280K +3,066 New
IP
1290
Investment Partners
Ohio
$311K -$19.3K -211 -6%
APW
1291
Acima Private Wealth
Virginia
$310K
PB
1292
Pinnacle Bancorp
Nebraska
$310K +$5.02K +55 +2%
NL
1293
NWAM LLC
Washington
$309K -$14.2K -155 -5%
PCM
1294
Prelude Capital Management
New York
$308K -$1.39M -15,210 -83%
ZB
1295
Zions Bancorporation
Utah
$307K -$51.5K -564 -15%
SFG
1296
SevenBridge Financial Group
Pennsylvania
$307K -$34.2K -375 -11%
GI
1297
Glovista Investments
New Jersey
$302K
RWM
1298
RBA Wealth Management
California
$302K +$76.6K +839 +37%
MCM
1299
Manchester Capital Management
Vermont
$301K
BFA
1300
Bragg Financial Advisors
North Carolina
$298K +$1K +11 +0.4%

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.