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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
STMM
201
South Texas Money Management
Texas
$37.8M +$3.38M +37,008 +11%
OI
202
Oakbrook Investments
Illinois
$37.5M -$1.2M -13,185 -3%
MIM
203
MetLife Investment Management
New Jersey
$36M -$1.07M -11,706 -3%
Mariner
204
Mariner
Kansas
$35.5M -$1.15M -12,607 -3%
Los Angeles Capital Management
205
Los Angeles Capital Management
California
$35M -$17.7M -193,399 -35%
Fidelity International
206
Fidelity International
Bermuda
$34.9M -$25.6M -280,183 -44%
CM
207
Castleark Management
Illinois
$34.4M +$32.2M +352,880 +73,517%
M&T Bank
208
M&T Bank
New York
$34.3M +$1.69M +18,501 +6%
WA
209
WestEnd Advisors
North Carolina
$33.9M -$3.89M -42,651 -11%
SL
210
Summitry LLC
California
$33.8M -$35.2K -385 -0.1%
RMDI
211
R.M. Davis Inc
Maine
$33.6M +$48.6K +532 +0.2%
Parallax Volatility Advisers
212
Parallax Volatility Advisers
California
$33.3M +$30.3M +331,518 +3,199%
CCM
213
Compass Capital Management
Minnesota
$32.9M +$30.9M +338,160 New
SW
214
SVB Wealth
Massachusetts
$32.5M -$1.59M -17,425 -5%
CWM
215
CIBC World Markets
New York
$31.7M -$4.12M -45,092 -12%
CGH
216
Crossmark Global Holdings
Texas
$31.5M -$134K -1,463 -0.4%
Baird Financial Group
217
Baird Financial Group
Wisconsin
$31.5M +$6.18M +67,721 +27%
GIBU
218
Gulf International Bank (UK)
United Kingdom
$31.5M -$127K -1,393 -0.4%
WRF
219
Waddell & Reed Financial
Kansas
$31.4M -$202M -2,209,312 -87%
SOMRS
220
State of Michigan Retirement System
Michigan
$31.3M -$5.99M -65,600 -17%
Luther King Capital Management (LKCM)
221
Luther King Capital Management (LKCM)
Texas
$30.9M -$118K -1,292 -0.4%
MIH
222
Madison Investment Holdings
Wisconsin
$29.9M -$12.6M -138,161 -31%
EL
223
Envoi LLC
Minnesota
$29.2M
UIM
224
USS Investment Management
United Kingdom
$29M +$27.2M +297,500 New
RHBC
225
R.H. Bluestein & Co
Michigan
$28.7M -$98K -1,073 -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.