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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
VCA
726
Verdence Capital Advisors
Maryland
$2.78M -$350K -3,651 -11%
LG
727
Leuthold Group
Minnesota
$2.77M +$2.9M +30,234 New
PT
728
Plimoth Trust
Massachusetts
$2.74M +$1.42M +14,787 +98%
LBC
729
Lawrence B. Cohen
$2.71M +$39.3K +410 +1%
SGA
730
Strategic Global Advisors
California
$2.69M +$237K +2,470 +9%
BS
731
Boenning & Scattergood
Pennsylvania
$2.69M +$920K +9,595 +49%
CIC
732
Chilton Investment Company
Connecticut
$2.68M +$45.1K +470 +2%
CIG
733
Consolidated Investment Group
Colorado
$2.67M
BCA
734
Bray Capital Advisors
Florida
$2.67M -$545K -5,679 -16%
SLG
735
Stanley-Laman Group
Pennsylvania
$2.67M +$122K +1,272 +5%
HI
736
Horizon Investments
North Carolina
$2.65M +$422K +4,403 +18%
1SB
737
1ST Source Bank
Indiana
$2.64M -$50.5K -527 -2%
VIA
738
Vident Investment Advisory
Georgia
$2.64M +$531K +5,535 +24%
AFM
739
Andesa Financial Management
Pennsylvania
$2.63M +$26.4K +275 +1%
PCM
740
Parsons Capital Management
Rhode Island
$2.63M +$192 +2 +0%
IAA
741
Independent Advisor Alliance
North Carolina
$2.62M +$926K +9,657 +51%
BO
742
Bank OZK
Arkansas
$2.62M +$4.99K +52 +0.2%
AIP
743
Ameritas Investment Partners
Nebraska
$2.61M -$71.2K -742 -3%
VV
744
Verity & Verity
South Carolina
$2.58M +$192K +2,005 +8%
HCM
745
Hengehold Capital Management
Ohio
$2.57M -$55.4K -578 -2%
CCM
746
Coldstream Capital Management
Washington
$2.56M +$2.44M +25,422 +1,001%
LBC
747
Lowe Brockenbrough & Co
Virginia
$2.56M -$39.3K -410 -1%
CCM
748
Compton Capital Management
Rhode Island
$2.56M
GI
749
GAMCO Investors
Connecticut
$2.51M -$1.2M -12,524 -31%
UR
750
USCA RIA
Texas
$2.51M -$1.26M -13,101 -32%

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.