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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
HHAA
1551
Henry H. Armstrong Associates
Pennsylvania
$20.7K -$2.13M -23,280 -10%
MAU
1552
MRA Associates USA
Arizona
$20.5K +$19.3K +211 New
RFA
1553
Reilly Financial Advisors
California
$20K -$7.12K -78 -27%
VCM
1554
Versant Capital Management
Arizona
$20K -$913 -10 -5%
RIA
1555
RPG Investment Advisory
California
$20K
EWA
1556
Evolution Wealth Advisors
Florida
$19K +$17.9K +196 New
RTC
1557
Riverview Trust Company
Washington
$18K -$4.02K -44 -19%
SQA
1558
Simon Quick Advisors
New Jersey
$16.3K +$15.2K +167 New
CJA
1559
C-J Advisory
California
$16K
SIS
1560
Sound Income Strategies
Florida
$16K
GWMIA
1561
Global Wealth Management Investment Advisory
Florida
$16K +$1.37K +15 +10%
QAM
1562
QCI Asset Management
New York
$14K -$7.76K -85 -37%
JWA
1563
JFS Wealth Advisors
Pennsylvania
$14K
PCM
1564
Princeton Capital Management
New Jersey
$14K
BL
1565
Balentine LLC
Georgia
$14K +$13.4K +147 New
RFM
1566
Royal Fund Management
Florida
$13K -$2.1K -23 -14%
GCM
1567
Gables Capital Management
Florida
$12K -$13.7K -150 -55%
PFO
1568
Pathstone Family Office
New Jersey
$12K -$1.46K -16 -11%
CAC
1569
Certified Advisory Corp
Florida
$12K
VEA
1570
Virtus ETF Advisers
New York
$12K
SBL
1571
Sargent Bickham Lagudis
Colorado
$12K +$3.2K +35 +40%
TF
1572
TimeScale Financial
Massachusetts
$12K +$10.9K +119 New
ETI
1573
Enterprise Trust & Investment
California
$12K +$11.1K +122 New
NL
1574
NVWM LLC
Pennsylvania
$11K +$91 +1 +0.9%
AS
1575
Altshuler Shaham
Israel
$11K +$2.01K +22 +26%

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.