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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
HH
1351
Hilltop Holdings
Texas
$258K -$1.55K -17 -0.6%
AIM
1352
Avity Investment Management
Connecticut
$256K -$29.7K -325 -11%
CMI
1353
Clare Market Investments
Texas
$255K +$913 +10 +0.4%
WP
1354
WMS Partners
Maryland
$255K -$9.59K -105 -4%
GFP
1355
Gryphon Financial Partners
Ohio
$254K -$1.44M -15,739 -86%
HR
1356
Howe & Rusling
New York
$254K -$116K -1,266 -33%
MFW
1357
Meristem Family Wealth
Minnesota
$253K +$21.9K +240 +10%
SBSB
1358
Sullivan, Bruyette, Speros & Blaney
Virginia
$252K +$7.76K +85 +3%
VWA
1359
V Wealth Advisors
Kansas
$252K +$20.4K +223 +10%
GFPC
1360
Global Financial Private Capital
Florida
$251K -$269K -2,949 -53%
KFGK
1361
Keystone Financial Group (Kentucky)
Kentucky
$251K
CCFCSB
1362
Cape Cod Five Cents Savings Bank
Massachusetts
$250K -$9.59K -105 -4%
RA
1363
Rational Advisors
New York
$250K +$27.9K +306 +14%
EWA
1364
EP Wealth Advisors
California
$249K +$233K +2,555 New
GIM
1365
Goelzer Investment Management
Indiana
$248K -$12.8K -140 -5%
BAM
1366
Baldrige Asset Management
Pennsylvania
$246K
SC
1367
Searle & Co
Connecticut
$245K
CCM
1368
Coldstream Capital Management
Washington
$245K +$19.1K +209 +9%
1IA
1369
1834 Investment Advisors
Wisconsin
$244K
WP
1370
WealthShield Partners
North Carolina
$244K +$229K +2,503 New
BP
1371
BBR Partners
New York
$244K +$229K +2,505 New
PBO
1372
Peoples Bank (Ohio)
Ohio
$243K
BHIA
1373
Birch Hill Investment Advisors
Massachusetts
$242K
I
1374
IberiaBank
Louisiana
$242K +$227K +2,482 New
QCG
1375
Quadrant Capital Group
Ohio
$240K -$123K -1,347 -34%

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.