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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
APC
1601
Aspire Private Capital
North Carolina
$2K
BHWM
1602
Bay Harbor Wealth Management
Maryland
$2K
BRC
1603
Bell Rock Capital
Delaware
$2K
CIR
1604
Clear Investment Research
Georgia
$2K
LF
1605
Lee Financial
Texas
$2K
LFG
1606
LifePlan Financial Group
Ohio
$2K
NC
1607
NewSquare Capital
Pennsylvania
$2K
TFGT
1608
TS Financial Group (TSFG)
Illinois
$2K
GC
1609
Globeflex Capital
California
$2K +$1.55K +17 New
MWC
1610
MKD Wealth Coaches
Michigan
$2K +$13.2K +145 +35%
LHC
1611
Little House Capital
Massachusetts
$1.63K +$36.9K +404 +3%
WIM
1612
Westside Investment Management
California
$1.31K +$1.23M +13,503 New
CT
1613
Chicago Trust
Illinois
$1.31K +$34.4K +377 +3%
SFA
1614
Semmax Financial Advisors
North Carolina
$1K -$12.3K -135 -91%
CA
1615
Crewe Advisors
Utah
$1K
LWANC
1616
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K
LWA
1617
Lowe Wealth Advisors
Maryland
$1K
RWG
1618
Regal Wealth Group
California
$1K
SAM
1619
Shamrock Asset Management
Texas
$1K
MWM
1620
Meridian Wealth Management
Kentucky
$885 +$83K +909 New
CPIA
1621
Cornell Pochily Investment Advisors
New York
$757 +$71.1K +779 +11%
UWM
1622
USAdvisors Wealth Management
Minnesota
$689
Capital World Investors
1623
Capital World Investors
California
-$191M -2,093,000 Closed
GQG Partners
1624
GQG Partners
Florida
-$105M -1,155,111 Closed
Royal London Asset Management
1625
Royal London Asset Management
United Kingdom
-$63.5M -696,603 Closed

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.