Medtronic
MDT
1,645 hedge funds and large institutions have $119B invested in Medtronic in 2019 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 680 increasing their positions, 617 reducing their positions, and 90 closing their positions.
40% more first-time investments, than exits
New positions opened: 126 | Existing positions closed: 90
27% more funds holding in top 10
Funds holding in top 10: 74 → 94 (+20)
15% more call options, than puts
Call options by funds: $766M | Put options by funds: $668M
11% more capital invested
Capital invested by funds: $107B → $119B (+$11.8B)
10% more repeat investments, than reductions
Existing positions increased: 680 | Existing positions reduced: 617
2% more funds holding
Funds holding: 1,619 → 1,645 (+26)
0.54% less ownership
Funds ownership: 82.38% → 81.85% (-0.54%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$477M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$458M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$364M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$263M |
| 5 |
UBS AM
Chicago,
Illinois
|
+$192M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$446M |
| 2 |
D.E. Shaw & Co
New York
|
-$359M |
| 3 |
BlackRock
New York
|
-$237M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$233M |
| 5 |
Capital International Investors
Los Angeles,
California
|
-$209M |
MDT Hedge Fund Activity: Q3 2019 in Review
1,645 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q3 2019, worth a combined $119B — up 11% from $107B a quarter earlier.
Buyers outnumbered sellers: 126 funds opened new MDT positions and 90 closed out — a net gain of 36 holders — while 680 added to existing stakes and 617 trimmed.
The largest buyer was Janus Henderson Group, opening a new position worth an estimated $477M. The largest seller was Franklin Resources, cutting an estimated $446M.
- 1,645 institutional investors held Medtronic (MDT) as of Q3 2019, up from 1,619 in Q2 2019.
- Funds reported $119B of Medtronic stock for Q3 2019, up 11% quarter-over-quarter.
- 126 funds opened new Medtronic positions in Q3 2019 and 90 closed out, a net change of +36 holders.
- The largest Medtronic buyer in Q3 2019 was Janus Henderson Group, an estimated $477M added.
- The largest Medtronic seller in Q3 2019 was Franklin Resources, an estimated $446M sold.
Based on aggregated 13F filings for Q3 2019.