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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
BFA
551
Benedict Financial Advisors
Georgia
$5.42M +$19.8K +206 +0.3%
AAMA
552
Advanced Asset Management Advisors
Ohio
$5.42M +$959K +10,000 +20%
HIMC
553
Heritage Investors Management Corp
Maryland
$5.41M +$386K +4,022 +7%
SWM
554
SVA Wealth Management
Wisconsin
$5.38M -$6.14K -64 -0.1%
BFIM
555
Beese Fulmer Investment Management
Ohio
$5.37M -$184K -1,924 -3%
TH
556
TCTC Holdings
Texas
$5.32M +$31K +323 +0.6%
TMAM
557
Tokio Marine Asset Management
Japan
$5.32M +$125K +1,304 +2%
LSERS
558
Louisiana State Employees Retirement System
Louisiana
$5.29M +$67.1K +700 +1%
JPMIA
559
J.P. Marvel Investment Advisors
Massachusetts
$5.25M -$65.2K -680 -1%
FCBT
560
First Citizens Bank & Trust
North Carolina
$5.25M +$2.44M +25,477 +80%
MCG
561
McCollum Christoferson Group
New York
$5.21M +$17.8K +186 +0.3%
RJT
562
Raymond James Trust
Florida
$5.2M +$611K +6,368 +13%
Wealthfront Advisers
563
Wealthfront Advisers
California
$5.2M -$730K -7,616 -12%
WIC
564
WealthBridge Investment Counsel
Alberta, Canada
$5.19M +$108K +1,125 +2%
QI
565
QS Investors
New York
$5.16M -$292K -3,050 -5%
PFS
566
Prospera Financial Services
Texas
$5.14M -$307K -3,206 -5%
Holocene Advisors
567
Holocene Advisors
New York
$5.11M -$67.5M -704,414 -93%
RWP
568
RWA Wealth Partners
Massachusetts
$5.11M +$587K +6,124 +12%
FPTW
569
Franklin, Parlapiano, Turner & Welch
Texas
$5.1M -$135K -1,412 -2%
PPSG
570
Princeton Portfolio Strategies Group
New Jersey
$5.06M -$573K -5,972 -10%
MYAM
571
Meiji Yasuda Asset Management
Japan
$5.04M +$3.14M +32,713 +147%
MC
572
Moors & Cabot
Massachusetts
$5.02M +$746K +7,780 +17%
SCA
573
Spearhead Capital Advisors
Florida
$5.02M -$35.4K -369 -0.7%
FA
574
FDx Advisors
Illinois
$4.98M +$219K +2,287 +4%
AP
575
Advisor Partners
California
$4.97M +$583K +6,083 +13%

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.