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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
SLAM
151
Swiss Life Asset Management
$62.7M +$5.1M +55,860 +10%
VanEck Associates
152
VanEck Associates
New York
$62.6M +$2.93M +32,111 +5%
TG
153
TCW Group
California
$62.2M -$33.2M -364,080 -36%
Retirement Systems of Alabama
154
Retirement Systems of Alabama
Alabama
$60.9M +$68.6K +751 +0.1%
AG
155
Aperio Group
California
$60.7M +$1.95M +21,390 +4%
UCFA
156
United Capital Financial Advisors
Texas
$59.5M +$1.47M +16,094 +3%
MMH
157
Menora Mivtachim Holdings
Israel
$59.4M
Balyasny Asset Management
158
Balyasny Asset Management
Illinois
$58.5M +$47.5M +520,380 +644%
PI
159
PGGM Investments
Netherlands
$58.2M +$3.83M +42,000 +8%
HM
160
HealthCor Management
New York
$56.3M -$81.3M -890,890 -61%
BGIM
161
Brandywine Global Investment Management
Pennsylvania
$55.4M +$51.9M +568,627 New
TIM
162
Thornburg Investment Management
New Mexico
$55.1M -$1.85M -20,316 -3%
NC
163
Nicholas Company
Wisconsin
$53.5M -$4.11K -45 -0%
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$52.9M -$12.9K -141 -0%
First Trust Advisors
165
First Trust Advisors
Illinois
$52.1M +$15.4M +169,170 +46%
DC
166
Davenport & Co
Virginia
$51.8M +$201K +2,202 +0.4%
Fifth Third Bancorp
167
Fifth Third Bancorp
Ohio
$51M +$1.27M +13,860 +3%
FIM
168
Foresters Investment Management
New York
$50.1M +$289K +3,165 +0.6%
Nisa Investment Advisors
169
Nisa Investment Advisors
Missouri
$49.9M -$5.12M -56,036 -10%
FAM
170
Fred Alger Management
New York
$49.7M -$23.3M -255,510 -33%
JIC
171
Johnson Investment Counsel
Ohio
$49.7M +$848K +9,293 +2%
A
172
AustralianSuper
Australia
$49.3M +$3.72M +40,734 +9%
FPCG
173
Fort Pitt Capital Group
Pennsylvania
$48.8M +$2.43M +26,582 +6%
Robeco Institutional Asset Management
174
Robeco Institutional Asset Management
Netherlands
$48.8M -$10.7M -117,031 -19%
BTS
175
BB&T Securities
Virginia
$48.6M +$201K +2,205 +0.4%

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.