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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
JC
626
Jacobs & Co
California
$3.88M +$553K +5,772 +16%
EFIC
627
Eliot Finkel Investment Counsel
California
$3.87M -$134K -1,400 -3%
VLKIM
628
Van Lanschot Kempen Investment Management
Netherlands
$3.87M +$221K +2,308 +6%
USAA
629
United Services Automobile Association
Texas
$3.87M +$3.33M +34,706 New
SAM
630
Sectoral Asset Management
Quebec, Canada
$3.83M
JFA
631
JNBA Financial Advisors
Minnesota
$3.83M -$84.7K -883 -2%
WFMPM
632
Woodley Farra Manion Portfolio Management
Indiana
$3.83M +$57.2K +596 +1%
ROC
633
Running Oak Capital
Minnesota
$3.82M +$4M +41,688 New
CWM
634
Calamos Wealth Management
Illinois
$3.82M -$657K -6,852 -14%
DIA
635
Dana Investment Advisors
Wisconsin
$3.81M -$47.1K -491 -1%
EWM
636
Edge Wealth Management
New York
$3.79M +$2.79M +29,090 +238%
CAL
637
Capital Analysts LLC
Pennsylvania
$3.77M -$147K -1,538 -4%
BIMC
638
Benson Investment Management Company
Virginia
$3.69M +$41.2K +430 +1%
ACM
639
Advent Capital Management
New York
$3.67M +$3.84M +40,000 New
CCM
640
Copeland Capital Management
Pennsylvania
$3.67M -$156K -1,629 -4%
HW
641
Hedeker Wealth
Illinois
$3.63M +$439K +4,579 +13%
OSIA
642
O'Shares Investment Advisers
Massachusetts
$3.61M -$1.27M -13,209 -25%
BBHC
643
Brown Brothers Harriman & Co
New York
$3.58M +$952K +9,931 +34%
AAM
644
Azzad Asset Management
Virginia
$3.58M +$479K +5,000 +15%
ATC
645
Argent Trust Co
Tennessee
$3.56M +$12.3K +128 +0.3%
DJSG
646
D.J. St. Germain
Massachusetts
$3.56M -$3.74K -39 -0.1%
OSNBOA
647
Old Second National Bank of Aurora
Illinois
$3.56M -$306K -3,195 -8%
BWM
648
BerganKDV Wealth Management
Minnesota
$3.54M +$136K +1,416 +4%
GCC
649
Game Creek Capital
Massachusetts
$3.53M +$623K +6,500 +20%
SAM
650
Smithbridge Asset Management
Pennsylvania
$3.52M +$443K +4,615 +14%

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.