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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
BMC
1401
Beaton Management Company
Massachusetts
$224K +$210K +2,302 New
LCP
1402
Legacy Capital Partners
Wisconsin
$223K +$209K +2,288 New
CG
1403
Corundum Group
Colorado
$221K +$1.74K +19 +0.8%
ACI
1404
Alpha Cubed Investments
California
$220K -$639 -7 -0.3%
MSFP
1405
Mark Sheptoff Financial Planning
Connecticut
$220K
RG
1406
Rikoon Group
New Mexico
$220K +$5.93K +65 +3%
RIA
1407
Realta Investment Advisors
Delaware
$218K +$70.2K +769 +52%
HF
1408
HRT Financial
New York
$217K -$604K -6,618 -75%
CBT
1409
Central Bank & Trust
Kentucky
$217K -$80.2K -878 -28%
CI
1410
CX Institutional
Indiana
$217K +$130K +1,426 +179%
AIM
1411
Advantage Investment Management
Iowa
$216K -$28.5K -312 -12%
HCM
1412
Harvest Capital Management
New Hampshire
$216K +$2.01K +22 +1%
PWM
1413
Perigon Wealth Management
California
$216K +$202K +2,213 New
FLI
1414
Family Legacy Inc
South Carolina
$216K +$203K +2,219 New
PCA
1415
Personal Capital Advisors
California
$215K -$5.57K -61 -3%
SYBT
1416
Stock Yards Bank & Trust
Kentucky
$214K -$24.6K -269 -11%
HKIM
1417
Hayek Kallen Investment Management
Alabama
$214K
NFG
1418
Nations Financial Group
Iowa
$213K -$5.48K -60 -3%
BC
1419
Bartlett & Co
Ohio
$212K +$639 +7 +0.3%
WSTAM
1420
Wilbanks Smith & Thomas Asset Management
Virginia
$212K +$198K +2,173 New
BCWM
1421
Bartlett & Co Wealth Management
Ohio
$212K +$639 +7 +0.3%
LPT
1422
Legacy Private Trust
Wisconsin
$211K -$44.5K -487 -18%
CBOR
1423
Community Bank of Raymore
Missouri
$211K +$198K +2,170 New
RI
1424
Redwood Investments
Massachusetts
$210K +$197K +2,156 New
FC
1425
Fulcrum Capital
Washington
$210K +$197K +2,157 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.