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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
CIS
1651
Capital International Sarl
California
-$1.65M -18,100 Closed
ECM
1652
Element Capital Management
New York
-$1.56M -17,151 Closed
CM
1653
Churchill Management
California
-$1.45M -15,887 Closed
AT
1654
Arden Trust
Delaware
-$1.43M -15,715 Closed
SCM
1655
Southport Capital Management
Tennessee
-$1.31M -14,360 Closed
CGT
1656
Capital Guardian Trust
California
-$1.29M -14,154 Closed
CANY
1657
Caxton Associates (New York)
New York
-$984K -10,809 Closed
CTA
1658
Chesley Taft & Associates
Illinois
-$913K -10,029 Closed
CII
1659
Capital International Inc
California
-$865K -9,502 Closed
CCIA
1660
Campbell & Co Investment Adviser
Maryland
-$828K -9,087 Closed
PL
1661
Plancorp LLC
Missouri
-$807K -8,865 Closed
CCA
1662
Catalyst Capital Advisors
New York
-$788K -8,650 Closed
ECM
1663
ExodusPoint Capital Management
New York
-$783K -8,592 Closed
BAM
1664
Bruderman Asset Management
New York
-$725K -7,963 Closed
VI
1665
Versor Investments
New York
-$674K -7,400 Closed
BPA
1666
Beacon Pointe Advisors
California
-$664K -7,287 Closed
OLA
1667
Oliver Luxxe Assets
New Jersey
-$596K -6,545 Closed
BCM
1668
Brasada Capital Management
Texas
-$592K -6,500 Closed
CI
1669
Capital International
California
-$579K -6,355 Closed
HCM
1670
Hodges Capital Management
Texas
-$567K -6,225 Closed
MHS
1671
M Holdings Securities
Oregon
-$553K -6,075 Closed
AIM
1672
Assured Investment Management
New York
-$485K -5,330 Closed
SA
1673
Strategic Advisors
New York
-$477K -5,240 Closed
AIC
1674
Ameritas Investment Company
Nebraska
-$463K -5,077 Closed
CPC
1675
Cookson Peirce & Co
Pennsylvania
-$425K -4,666 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.