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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
WCM
1301
Wedge Capital Management
North Carolina
$296K +$277K +3,039 New
DHFB
1302
Dixon Hubard Feinour & Brown
Virginia
$294K
BDWM
1303
Brewin Dolphin Wealth Management
Ireland
$292K
OC
1304
Oakworth Capital
Alabama
$291K +$18.7K +205 +7%
BFC
1305
Blue Fin Capital
Rhode Island
$291K +$44.5K +487 +19%
AW
1306
ACG Wealth
Georgia
$288K -$1.46K -16 -0.5%
FCBT
1307
First Citizens Bank & Trust
North Carolina
$286K -$3.47K -38 -1%
FCA
1308
FLC Capital Advisors
California
$285K +$54.9K +601 +26%
SRC
1309
Sage Rhino Capital
California
$284K -$1.46K -16 -0.5%
PV
1310
Private Vista
Illinois
$284K +$1.83K +20 +0.7%
PWLP
1311
Prio Wealth Limited Partnership
Massachusetts
$283K
MWP
1312
MYCIO Wealth Partners
Pennsylvania
$283K +$266K +2,909 New
SCP
1313
Syntal Capital Partners
Texas
$283K +$266K +2,913 New
TPWA
1314
TRUE Private Wealth Advisors
Oregon
$282K +$4.93K +54 +2%
SC
1315
SouthState Corp
Florida
$280K -$329K -3,600 -56%
TCM
1316
Teza Capital Management
Illinois
$279K -$1.53M -16,767 -85%
WCA
1317
Windsor Creek Advisors
Vermont
$279K -$374K -4,100 -45%
CPA
1318
Court Place Advisors
Maryland
$279K -$41.7K -457 -14%
DAM
1319
Delta Asset Management
Tennessee
$279K
AIS
1320
American Investment Services
Massachusetts
$279K +$262K +2,868 New
LFA
1321
Legacy Financial Advisors
Kentucky
$277K +$55.9K +612 +27%
CIC
1322
Cornercap Investment Counsel
Georgia
$276K -$3.2M -35,085 -93%
FAIM
1323
Financial Advocates Investment Management
Washington
$276K -$5.3K -58 -2%
JA
1324
JOYN Advisors
Georgia
$276K -$822 -9 -0.3%
HR
1325
Hayden Royal
North Carolina
$275K +$252K +2,761 New

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.