Medtronic
MDT
1,821 hedge funds and large institutions have $126B invested in Medtronic in 2019 Q4 according to their latest regulatory filings, with 244 funds opening new positions, 745 increasing their positions, 603 reducing their positions, and 49 closing their positions.
398% more first-time investments, than exits
New positions opened: 244 | Existing positions closed: 49
24% more repeat investments, than reductions
Existing positions increased: 745 | Existing positions reduced: 603
11% more funds holding
Funds holding: 1,645 → 1,821 (+176)
6% more capital invested
Capital invested by funds: $119B → $126B (+$6.6B)
2% more call options, than puts
Call options by funds: $893M | Put options by funds: $880M
0.9% more ownership
Funds ownership: 81.85% → 82.75% (+0.9%)
3% less funds holding in top 10
Funds holding in top 10: 94 → 91 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$510M |
| 2 |
Ninety One (UK)
London,
United Kingdom
|
+$479M |
| 3 |
Aristotle Capital Management
Los Angeles,
California
|
+$282M |
| 4 |
JP Morgan Chase
New York
|
+$279M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$224M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$650M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$559M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$474M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$389M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$182M |
MDT Hedge Fund Activity: Q4 2019 in Review
1,821 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q4 2019, worth a combined $126B — up 5.5% from $119B a quarter earlier.
Buyers outnumbered sellers: 244 funds opened new MDT positions and 49 closed out — a net gain of 195 holders — while 745 added to existing stakes and 603 trimmed.
The largest buyer was BlackRock, adding an estimated $510M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $650M.
- 1,821 institutional investors held Medtronic (MDT) as of Q4 2019, up from 1,645 in Q3 2019.
- Funds reported $126B of Medtronic stock for Q4 2019, up 5.5% quarter-over-quarter.
- 244 funds opened new Medtronic positions in Q4 2019 and 49 closed out, a net change of +195 holders.
- The largest Medtronic buyer in Q4 2019 was BlackRock, an estimated $510M added.
- The largest Medtronic seller in Q4 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $650M sold.
Based on aggregated 13F filings for Q4 2019.