We are live on ! Find out more
MDT icon

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
SBH
601
Segall Bryant & Hamill
Illinois
$4.25M -$19.7K -205 -0.4%
MCM
602
Mattern Capital Management
Colorado
$4.22M +$14.6K +152 +0.3%
PA
603
Perennial Advisors
New York
$4.22M +$128K +1,331 +3%
BRM
604
Boston Research & Management
Massachusetts
$4.19M +$128K +1,334 +3%
NONA
605
Ninety One North America
New York
$4.18M -$2.73M -28,499 -38%
CIP
606
Chartwell Investment Partners
Pennsylvania
$4.17M +$731K +7,618 +20%
CVM
607
Cheviot Value Management
California
$4.15M -$380K -3,967 -8%
ACM
608
Argyle Capital Management
Pennsylvania
$4.12M
CTA
609
Colonial Trust Advisors
South Carolina
$4.12M +$221K +2,303 +5%
VAS
610
Vestmark Advisory Solutions
Massachusetts
$4.11M +$201K +2,096 +5%
FFN
611
Focus Financial Network
Minnesota
$4.09M -$20.7K -216 -0.5%
HL
612
HeadInvest LLC
Maine
$4.05M -$20.3K -212 -0.5%
RBA
613
Richard Bernstein Advisors
New York
$4.04M +$4.22M +43,972 New
Simplex Trading
614
Simplex Trading
Illinois
$4.04M +$2.13M +22,172 +101%
AAM
615
Augustine Asset Management
Florida
$4M -$34.5K -360 -0.8%
PAG
616
Private Advisor Group
New Jersey
$4M +$589K +6,142 +16%
LFAS
617
Level Four Advisory Services
Texas
$3.99M +$2.25M +23,484 +117%
MGWM
618
Marks Group Wealth Management
Minnesota
$3.99M +$3.92M +40,921 +1,534%
SLI
619
Sumitomo Life Insurance
Japan
$3.98M -$362K -3,780 -8%
PA
620
Pinnacle Associates
New York
$3.96M +$168K +1,752 +4%
1IA
621
1834 Investment Advisors
Wisconsin
$3.95M +$29.3K +306 +0.7%
RWM
622
Rench Wealth Management
Texas
$3.92M -$21.5K -224 -0.5%
WAM
623
World Asset Management
Michigan
$3.91M -$1.85M -19,320 -31%
BCV
624
Banque Cantonale Vaudoise
Switzerland
$3.89M -$16.7K -174 -0.4%
NEI
625
Northwest & Ethical Investments
Ontario, Canada
$3.89M +$1.04M +10,828 +34%

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.