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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
BJL
1426
Brighton Jones LLC
Washington
$209K -$97.8K -1,071 -33%
BMO
1427
Beck Mack & Oliver
New York
$209K +$196K +2,143 New
ACM
1428
Aljian Capital Management
Nevada
$209K +$196K +2,150 New
AOWM
1429
Alpha Omega Wealth Management
Virginia
$208K -$33.9K -371 -15%
FHC
1430
First Heartland Consultants
Missouri
$208K -$20.6K -226 -10%
AIA
1431
Armor Investment Advisors
North Carolina
$208K -$9.13K -100 -4%
LC
1432
Lincoln Capital
Nebraska
$208K +$195K +2,140 New
SIC
1433
Shoker Investment Counsel
Ohio
$208K +$195K +2,140 New
AWA
1434
AmeriServ Wealth Advisors
Pennsylvania
$207K -$103K -1,126 -35%
LCM
1435
Liberty Capital Management
Michigan
$207K +$194K +2,125 New
FM
1436
Family Management
New York
$206K -$2.71M -29,675 -93%
EWM
1437
Empirical Wealth Management
Washington
$204K +$191K +2,097 New
BWP
1438
BSW Wealth Partners
Colorado
$203K -$16.3K -179 -8%
CL
1439
CPWM LLC
Washington
$202K +$190K +2,078 New
ATFA
1440
All Terrain Financial Advisors
Minnesota
$199K +$187K +2,043 New
OIA
1441
Optimum Investment Advisors
Illinois
$197K
BFC
1442
Bedel Financial Consulting
Indiana
$193K
CIA
1443
CSat Investment Advisory
Michigan
$191K +$177K +1,944 +8,452%
WG
1444
Welch Group
Alabama
$179K
BAM
1445
Barrett Asset Management
New York
$178K
SWP
1446
Strategic Wealth Partners
Ohio
$177K +$85.8K +940 +105%
CBT
1447
Capital Bank & Trust
California
$176K -$43.4K -475 -21%
WOC
1448
West Oak Capital
California
$176K +$42.5K +466 +35%
DWA
1449
Dougherty Wealth Advisers
Minnesota
$175K +$59.3K +650 +57%
WAP
1450
Wealthcare Advisory Partners
Pennsylvania
$174K +$6.12K +67 +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.