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
NAM
801
NTV Asset Management
West Virginia
$2.13M +$53K +553 +2%
WB
802
Webster Bank
Connecticut
$2.12M -$24.5K -256 -1%
HWA
803
Heritage Way Advisors
Illinois
$2.12M -$80.8K -843 -4%
FAAS
804
First Allied Advisory Services
California
$2.11M +$468K +4,876 +27%
ONB
805
Old National Bancorp
Indiana
$2.1M -$108K -1,130 -5%
HIC
806
Hartline Investment Corp
Illinois
$2.08M
VPI
807
Value Partners Investments
Manitoba, Canada
$2.08M +$1.88M +19,595 +626%
YIA
808
YHB Investment Advisors
Connecticut
$2.08M -$26.4K -275 -1%
LFA
809
Lighthouse Financial Advisors
Maryland
$2.07M +$116K +1,211 +6%
WFG
810
Wills Financial Group
Virginia
$2.06M -$28.3K -295 -1%
PAS
811
Park Avenue Securities
New York
$2.05M +$231K +2,409 +12%
NEAM
812
New England Asset Management
Connecticut
$2.05M
CAS
813
Cascadia Advisory Services
Oregon
$2.04M +$2.13M +22,236 New
TW
814
TrinityPoint Wealth
Connecticut
$2.04M +$132K +1,378 +7%
F
815
F3Logic
Minnesota
$2.03M +$188K +1,960 +10%
IC
816
Inscription Capital
Texas
$2.03M +$84.7K +883 +4%
FCA
817
FinTrust Capital Advisors
South Carolina
$2.02M +$1.25M +12,987 +143%
H
818
HoyleCohen
California
$2.02M +$297K +3,096 +16%
PG
819
Patten Group
Tennessee
$2.02M -$20.9K -218 -1%
AWM
820
Argent Wealth Management
Massachusetts
$2.02M +$11.1K +116 +0.6%
EM
821
ELCO Management
New York
$2M +$196K +2,040 +10%
GVAG
822
Great Valley Advisor Group
Delaware
$1.99M +$455K +4,741 +28%
PF
823
Phoenix Financial
Israel
$1.98M +$279K +2,914 +14%
Cetera Investment Advisers
824
Cetera Investment Advisers
Illinois
$1.97M -$5.66K -59 -0.3%
CWM
825
Concentric Wealth Management
California
$1.96M +$194K +2,025 +10%

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.