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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
CB
1501
CNB Bank
Pennsylvania
$69K
BWA
1502
BDO Wealth Advisors
Florida
$68K -$7.58K -83 -11%
AFIA
1503
America First Investment Advisors
Nebraska
$68K
HCM
1504
Horrell Capital Management
Arkansas
$68K
ACM
1505
AUA Capital Management
Pennsylvania
$66K
EWM
1506
Executive Wealth Management
Michigan
$66K
FFC
1507
First Financial Corp
Indiana
$66K
Kayne Anderson Rudnick Investment Management
1508
Kayne Anderson Rudnick Investment Management
California
$66K +$61.5K +674 New
BWM
1509
Baystate Wealth Management
Massachusetts
$64K
EARNEST Partners
1510
EARNEST Partners
Georgia
$64K
OSAM
1511
O'Shaughnessy Asset Management
Connecticut
$61K -$9.86K -108 -15%
KFS
1512
Kelly Financial Services
Massachusetts
$61K
POIA
1513
Pin Oak Investment Advisors
Texas
$60K +$8.86K +97 +19%
ARMC
1514
American Research & Management Company
Massachusetts
$58K
QT
1515
Quantamental Technologies
New York
$56K -$1.27M -13,895 -96%
HIM
1516
Hillsdale Investment Management
Ontario, Canada
$56K
GI
1517
GS Investments
Minnesota
$53.6K
AWM
1518
Arbor Wealth Management
Florida
$53K
AWM
1519
AllSquare Wealth Management
New York
$52K -$33.5K -367 -41%
SNT
1520
Security National Trust
West Virginia
$52K
RCG
1521
Ruggie Capital Group
Florida
$52K +$48.5K +531 New
TFA
1522
Transamerica Financial Advisors
Florida
$48K +$44.3K +485 New
ACS
1523
Archford Capital Strategies
Illinois
$47K -$543K -5,945 -93%
AIC
1524
Archer Investment Corporation
Indiana
$44K -$7.94K -87 -16%
GSC
1525
G&S Capital
Colorado
$43K +$274 +3 +0.7%

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.