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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
IWC
1326
Integrated Wealth Concepts
Massachusetts
$275K +$279K +3,056 New
ER
1327
Enlightenment Research
Florida
$273K +$256K +2,800 New
III
1328
Independent Investors Inc
New York
$273K +$257K +2,813 New
MC
1329
Miles Capital
Iowa
$271K +$13.9K +152 +6%
BCI
1330
Brinker Capital Investments
Pennsylvania
$271K +$180K +1,966 +240%
BPWA
1331
Beacon Pointe Wealth Advisors
California
$270K +$11.3K +124 +5%
PIM
1332
Profit Investment Management
Maryland
$269K
KWA
1333
KCS Wealth Advisory
California
$268K +$18.9K +207 +8%
DP
1334
Dearborn Partners
Illinois
$268K +$251K +2,754 New
DWM
1335
Darwin Wealth Management
Florida
$267K +$44.6K +489 +22%
CWP
1336
Capital Wealth Planning
Florida
$267K +$250K +2,738 New
PWMG
1337
Prestige Wealth Management Group
New Jersey
$266K +$90.9K +996 +57%
CAM
1338
Cozad Asset Management
Illinois
$265K -$36.1K -395 -13%
ACG
1339
Allen Capital Group
Nebraska
$264K -$52.3K -573 -17%
WLIM
1340
White Lighthouse Investment Management
Massachusetts
$263K
FI
1341
FormulaFolio Investments
Michigan
$263K +$10.6K +116 +4%
SAM
1342
SP Asset Management
California
$262K -$12.6K -138 -5%
WPP
1343
Whalerock Point Partners
Rhode Island
$261K -$7.58K -83 -3%
GWS
1344
Glassman Wealth Services
Virginia
$261K +$2.56K +28 +1%
Lido Advisors
1345
Lido Advisors
California
$260K -$111K -1,213 -31%
CWS
1346
Cypress Wealth Services
California
$260K
WEC
1347
Winslow Evans & Crocker
Massachusetts
$260K +$111K +1,216 +84%
DA
1348
DSC Advisors
Illinois
$259K -$23.1K -253 -9%
PCP
1349
Proficio Capital Partners
Massachusetts
$259K +$42.8K +469 +21%
OAM
1350
Oxford Asset Management
United Kingdom
$258K -$11.9M -130,788 -98%

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.