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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
DOA
1576
D'Orazio & Associates
Virginia
$10K -$2.28K -25 -20%
AA
1577
AlphaMark Advisors
Kentucky
$10K
RBC
1578
Roble Belko & Company
Pennsylvania
$10K
NCM
1579
Next Capital Management
New York
$10K +$8.95K +98 New
ACA
1580
Atlas Capital Advisors
Wyoming
$9.74K
SL
1581
Salomon & Ludwin
Virginia
$9K -$3.83K -42 -32%
ADL
1582
Asset Dedication LLC
California
$9K
HCM
1583
Hilton Capital Management
New York
$8K
PO
1584
Private Ocean
California
$7K -$10.1K -111 -59%
FMP
1585
Financial Management Professionals
Texas
$7K
LGWM
1586
Litman Gregory Wealth Management
California
$7K +$6.67K +73 New
CFN
1587
Cordasco Financial Network
Florida
$6K -$21.5K -235 -80%
QCIG
1588
Quad-Cities Investment Group
Iowa
$6K
LWA
1589
Lenox Wealth Advisors
New York
$6K +$1K +11 +22%
FANJ
1590
Financial Architects (New Jersey)
New Jersey
$5K -$98.7K -1,081 -95%
MA
1591
MCF Advisors
Kentucky
$5K +$4.29K +47 New
JAM
1592
JCIC Asset Management
Ontario, Canada
$4K -$15.4K -169 -82%
EWM
1593
Elmwood Wealth Management
California
$4K
IAS
1594
IMA Advisory Services
Colorado
$4K +$4.11K +45 New
FCH
1595
Freestone Capital Holdings
Washington
$3.12K +$312K +3,421 +12%
PCMK
1596
Paragon Capital Management (Kansas)
Kansas
$3K -$12.1K -133 -82%
TIM
1597
Tortoise Investment Management
New York
$3K
TAIM
1598
TD Ameritrade Investment Management
Nebraska
$3K +$1.37K +15 +100%
SFPIA
1599
Stevens First Principles Investment Advisors
California
$3K +$3.01K +33 New
NDSI
1600
Newman Dignan & Sheerar Inc
Rhode Island
$2.43K +$2.28M +24,984 New

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.