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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
KRSITF
701
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.02M -$733K -7,647 -19%
CMO
702
Covenant Multifamily Offices
Texas
$3.02M +$1.26M +13,158 +67%
NPT
703
Nixon Peabody Trust
Massachusetts
$3.02M +$141K +1,472 +5%
BC
704
Bartlett & Co
Ohio
$3.01M -$124K -1,294 -4%
IEFM
705
IQ EQ Fund Management
Ireland
$3M -$122K -1,271 -4%
Cerity Partners
706
Cerity Partners
New York
$2.98M +$1.91M +19,930 +158%
MWM
707
Marietta Wealth Management
Georgia
$2.98M +$86.9K +906 +3%
IIC
708
Ironwood Investment Counsel
Arizona
$2.97M +$272K +2,840 +10%
PCTC
709
Perkins Coie Trust Company
Washington
$2.94M +$122K +1,274 +4%
CAM
710
Columbia Asset Management
Michigan
$2.93M +$872K +9,095 +40%
APA
711
American Portfolios Advisors
New York
$2.93M -$76.7K -800 -2%
HWM
712
Holloway Wealth Management
Florida
$2.92M
SIM
713
Sonora Investment Management
Arizona
$2.9M +$85K +886 +3%
VBFP
714
Valtinson Bruner Financial Planning
Minnesota
$2.88M +$8.34K +87 +0.3%
OAM
715
Oak Asset Management
California
$2.87M +$34.4K +359 +1%
BA
716
Bristlecone Advisors
Washington
$2.87M -$37.4K -390 -1%
JFL
717
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.84M -$442K -4,608 -13%
DY
718
Dowling & Yahnke
California
$2.83M +$279K +2,913 +10%
CCM
719
Cohen Capital Management
California
$2.81M
PPW
720
Parcion Private Wealth
Washington
$2.81M +$135K +1,406 +5%
CNC
721
Canandaigua National Corp
New York
$2.81M +$2.93M +30,588 New
BPM
722
Bowling Portfolio Management
Ohio
$2.8M -$53.6K -559 -2%
PAI
723
Pittenger & Anderson Inc
Nebraska
$2.79M +$161K +1,675 +6%
DSC
724
Duncker Streett & Co
Missouri
$2.79M -$86.9K -906 -3%
S
725
Surevest
California
$2.79M +$390K +4,065 +15%

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.