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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$10.9B +$58.4M +640,083 +0.6%
BlackRock
2
BlackRock
New York
$10.4B +$37.7M +413,027 +0.4%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$6.87B +$202M +2,217,403 +3%
State Street
4
State Street
Massachusetts
$5.62B +$5.87M +64,328 +0.1%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$5.51B -$35.6M -389,725 -0.7%
Lazard Asset Management
6
Lazard Asset Management
New York
$2.73B +$22M +241,438 +0.9%
Franklin Resources
7
Franklin Resources
California
$2.25B -$51.6M -565,116 -2%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$2.16B +$47.2M +516,915 +2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.74B +$33.9M +371,727 +2%
Northern Trust
10
Northern Trust
Illinois
$1.64B +$1.09M +11,907 +0.1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.63B -$1.53M -16,798 -0.1%
UBS Group
12
UBS Group
Switzerland
$1.62B +$153M +1,677,045 +11%
Bank of America
13
Bank of America
North Carolina
$1.51B -$57.5M -629,655 -4%
Barrow, Hanley, Mewhinney & Strauss
14
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.41B +$114M +1,251,830 +9%
Wells Fargo
15
Wells Fargo
California
$1.4B +$58.1M +635,871 +5%
Norges Bank
16
Norges Bank
Norway
$1.3B +$49.5M +542,523 +4%
Ameriprise
17
Ameriprise
Minnesota
$1.19B -$6.31M -69,161 -0.6%
Artisan Partners
18
Artisan Partners
Wisconsin
$1.18B -$172M -1,887,632 -13%
Invesco
19
Invesco
Georgia
$1.11B +$226M +2,477,509 +28%
American Century Companies
20
American Century Companies
Missouri
$1.05B -$6.66M -72,958 -0.7%
Deutsche Bank
21
Deutsche Bank
Germany
$1.02B +$870M +9,532,893 +967%
JP Morgan Chase
22
JP Morgan Chase
New York
$1.02B -$583M -6,384,569 -38%
Nordea Investment Management
23
Nordea Investment Management
Sweden
$991M +$141M +1,544,145 +18%
Boston Partners
24
Boston Partners
Massachusetts
$941M +$114M +1,250,545 +15%
Legal & General Group
25
Legal & General Group
United Kingdom
$872M -$1.35M -14,828 -0.2%

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.