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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
WHG
126
Westwood Holdings Group
Texas
$81.8M -$14.2M -155,926 -16%
HA
127
Homestead Advisers
Virginia
$79.2M -$16.4M -180,000 -18%
MAM
128
Martingale Asset Management
Massachusetts
$78.1M +$1.35M +14,753 +2%
GIA
129
Gateway Investment Advisers
Ohio
$77.4M -$4.69M -51,370 -6%
SG Americas Securities
130
SG Americas Securities
New York
$76.2M +$27.2M +297,669 +61%
BG
131
Bellevue Group
Switzerland
$75.9M +$26.3M +288,505 +59%
Zurich Cantonal Bank
132
Zurich Cantonal Bank
Switzerland
$75.8M +$8.55M +93,648 +14%
CG
133
Carmignac Gestion
France
$74M -$67.6M -740,199 -49%
KBC Group
134
KBC Group
Belgium
$73M +$5.42M +59,322 +9%
HTC
135
Haverford Trust Company
Pennsylvania
$71.9M +$1.1M +12,046 +2%
CIC
136
Crawford Investment Counsel
Georgia
$71.6M +$804K +8,808 +1%
Natixis Advisors
137
Natixis Advisors
Massachusetts
$71.1M +$4.18M +45,798 +7%
CIP
138
Cornerstone Investment Partners
Georgia
$70.9M -$582K -6,371 -0.9%
Public Sector Pension Investment Board (PSP Investments)
139
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$70.5M +$5.76M +63,100 +10%
DZ Bank
140
DZ Bank
Germany
$70.1M +$2.69M +29,446 +4%
TRSOTSOK
141
Teachers Retirement System of the State of Kentucky
Kentucky
$69.9M +$17M +186,604 +35%
Bessemer Group
142
Bessemer Group
New Jersey
$69.8M +$579K +6,340 +0.9%
JMPWA
143
JP Morgan Private Wealth Advisors
California
$69.4M +$243K +2,665 +0.4%
State of Tennessee, Department of Treasury
144
State of Tennessee, Department of Treasury
Tennessee
$68.2M +$16M +175,677 +33%
Asset Management One
145
Asset Management One
Japan
$68M +$3.37M +36,880 +6%
SIC
146
Schwartz Investment Counsel
Michigan
$67.2M +$365K +4,000 +0.6%
TAM
147
Todd Asset Management
Kentucky
$66.8M +$25.9M +283,256 +70%
ACI
148
AMP Capital Investors
Australia
$65.2M +$2.44M +26,707 +4%
FMI
149
Factory Mutual Insurance
Massachusetts
$64.2M -$31M -339,200 -34%
BNP Paribas Asset Management
150
BNP Paribas Asset Management
France
$63.6M +$4.05M +44,406 +7%

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.