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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
GRP
1451
Global Retirement Partners
California
$169K +$30.3K +332 +24%
PMFA
1452
Plante Moran Financial Advisors
Michigan
$168K -$639 -7 -0.4%
CAW
1453
Cornerstone Advisors (Washington)
Washington
$158K +$11.1K +122 +8%
TSW
1454
Thompson Siegel & Walmsley
Virginia
$156K -$2.86M -31,360 -95%
ONST
1455
Old North State Trust
North Carolina
$156K +$6.48K +71 +5%
PWP
1456
Personal Wealth Partners
Minnesota
$156K +$147K +1,605 New
KTC
1457
Kistler-Tiffany Companies
Pennsylvania
$155K +$65.6K +718 +82%
TFS
1458
TrustCore Financial Services
Tennessee
$153K
OFS
1459
Orrstown Financial Services
Pennsylvania
$151K -$806K -8,830 -85%
CYG
1460
Clean Yield Group
Vermont
$148K +$35.9K +393 +35%
GTAM
1461
Global Trust Asset Management
Florida
$147K -$457 -5 -0.3%
EWM
1462
Endurance Wealth Management
Rhode Island
$146K
PFBT
1463
Parkside Financial Bank & Trust
Missouri
$145K +$5.11K +56 +4%
LA
1464
Legacy Advisors
Pennsylvania
$141K +$32K +350 +32%
CA
1465
Centerpoint Advisors
Massachusetts
$139K +$822 +9 +0.6%
EIP
1466
Ellis Investment Partners
Pennsylvania
$136K +$127K +1,393 New
PAM
1467
Paradigm Asset Management
New York
$132K
MUS
1468
Mitsubishi UFJ Securities
Japan
$130K +$121K +1,330 New
ED
1469
Exane Derivatives
France
$129K +$93K +1,019 +330%
Credit Agricole
1470
Credit Agricole
France
$127K
FNB
1471
Farmers National Bank
Kentucky
$125K -$8.95K -98 -7%
SIAS
1472
Shine Investment Advisory Services
Colorado
$124K
LWM
1473
Liberty Wealth Management
California
$106K -$183 -2 -0.2%
JFGIW
1474
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$103K -$5.66K -62 -6%
FIB
1475
First Interstate Bank
Montana
$103K

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.