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Medtronic

1,759 hedge funds and large institutions have $101B invested in Medtronic in 2020 Q2 according to their latest regulatory filings, with 137 funds opening new positions, 802 increasing their positions, 617 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 802 | Existing positions reduced: 617

14% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 120

2% more capital invested

Capital invested by funds: $99.6B → $101B (+$1.54B)

0% less funds holding

Funds holding: 1,7621,759 (-3)

0.19% less ownership

Funds ownership: 82.38%82.19% (-0.19%)

8% less call options, than puts

Call options by funds: $618M | Put options by funds: $672M

31% less funds holding in top 10

Funds holding in top 10: 8055 (-25)

Holders
1,759
Holders Change
-3
Holders Change %
-0.17%
% of All Funds
36.07%
Holding in Top 10
55
Holding in Top 10 Change
-25
Holding in Top 10 Change %
-31.25%
% of All Funds
1.13%
New
137
Increased
802
Reduced
617
Closed
120
Calls
$618M
Puts
$672M
Net Calls
-$54M
Net Calls Change
-$396M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
26
UBS AM
Illinois
$701M -$106M -1,101,782 -13%
AAMU
27
Amundi Asset Management US
Massachusetts
$699M +$23.9M +249,489 +3%
Sanders Capital
28
Sanders Capital
Florida
$690M +$45.3M +472,003 +7%
American Century Companies
29
American Century Companies
Missouri
$680M -$73.2M -763,067 -9%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$677M -$2.24M -23,313 -0.3%
Capital Research Global Investors
31
Capital Research Global Investors
California
$654M +$36.2M +377,038 +6%
N
32
Nuveen
North Carolina
$612M -$32M -333,952 -5%
Charles Schwab
33
Charles Schwab
California
$605M -$20.9M -218,291 -3%
Barrow, Hanley, Mewhinney & Strauss
34
Barrow, Hanley, Mewhinney & Strauss
Texas
$597M -$88.4M -921,464 -12%
Swiss National Bank
35
Swiss National Bank
Switzerland
$543M +$6.36M +66,300 +1%
Dodge & Cox
36
Dodge & Cox
California
$534M +$22.4M +233,815 +4%
Boston Partners
37
Boston Partners
Massachusetts
$526M -$65M -677,852 -11%
AllianceBernstein
38
AllianceBernstein
Tennessee
$525M -$23.2M -241,477 -4%
Goldman Sachs
39
Goldman Sachs
New York
$499M -$52M -541,860 -9%
Artisan Partners
40
Artisan Partners
Wisconsin
$478M -$47.4M -494,464 -9%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$464M +$12.7M +131,982 +3%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$452M +$11.2M +117,102 +2%
Janus Henderson Group
43
Janus Henderson Group
United Kingdom
$444M +$38.2M +398,438 +9%
VAM
44
Vontobel Asset Management
New York
$437M -$12.8M -133,561 -3%
Principal Financial Group
45
Principal Financial Group
Iowa
$414M +$23.1M +241,391 +6%
Hotchkis & Wiley Capital Management
46
Hotchkis & Wiley Capital Management
California
$386M +$3.34M +34,865 +0.8%
Neuberger Berman Group
47
Neuberger Berman Group
New York
$374M +$6.1M +63,583 +2%
RJA
48
Raymond James & Associates
Florida
$364M +$11M +114,213 +3%
PPA
49
Parametric Portfolio Associates
Washington
$360M +$8.83M +92,053 +2%
PG
50
Pendal Group
Australia
$353M -$1.79M -18,627 -0.5%

MDT Hedge Fund Activity: Q2 2020 in Review

1,759 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q2 2020, worth a combined $101B — up 1.5% from $99.6B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new MDT positions and 120 closed out — a net gain of 17 holders — while 802 added to existing stakes and 617 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $1.03B. The largest seller was Wellington Management Group, cutting an estimated $1.44B.

  • 1,759 institutional investors held Medtronic (MDT) as of Q2 2020, down from 1,762 in Q1 2020.
  • Funds reported $101B of Medtronic stock for Q2 2020, up 1.5% quarter-over-quarter.
  • 137 funds opened new Medtronic positions in Q2 2020 and 120 closed out, a net change of +17 holders.
  • The largest Medtronic buyer in Q2 2020 was Nordea Investment Management, an estimated $1.03B added.
  • The largest Medtronic seller in Q2 2020 was Wellington Management Group, an estimated $1.44B sold.

Based on aggregated 13F filings for Q2 2020.