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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
SAM
826
Sawgrass Asset Management
Florida
$1.95M
LNWWM
827
Laird Norton Wetherby Wealth Management
California
$1.94M +$179K +1,869 +10%
HIM
828
Hotaling Investment Management
Pennsylvania
$1.92M -$484K -5,052 -19%
PHIMC
829
Private Harbour Investment Management & Counsel
Ohio
$1.92M -$163K -1,698 -8%
SSB
830
Sandy Spring Bank
Maryland
$1.91M +$101K +1,055 +5%
DMC
831
Drexel Morgan & Co
Pennsylvania
$1.91M +$7K +73 +0.4%
CG
832
Caprock Group
Idaho
$1.88M -$15.2K -158 -0.8%
CWM
833
Cordatus Wealth Management
Pennsylvania
$1.87M +$119K +1,240 +6%
NRS
834
Neville Rodie & Shaw
New York
$1.86M
FIM
835
Fernwood Investment Management
Massachusetts
$1.86M +$8.53K +89 +0.4%
NIC
836
Northwest Investment Counselors
Oregon
$1.86M -$12.5K -130 -0.6%
SWP
837
Stratos Wealth Partners
Ohio
$1.84M +$29.8K +311 +2%
PA
838
Perceptive Advisors
New York
$1.83M +$1.92M +20,000 New
CC
839
Cedar Capital
Illinois
$1.83M +$65.8K +686 +4%
TAM
840
Tradition Asset Management
Virginia
$1.81M +$35K +365 +2%
PI
841
PFS Investments
Georgia
$1.81M +$451K +4,702 +31%
OSAM
842
O'Shaughnessy Asset Management
Connecticut
$1.8M +$1.06M +11,091 +130%
AWA
843
Arete Wealth Advisors
Illinois
$1.79M +$14.8K +154 +0.8%
FB
844
Fulton Bank
Pennsylvania
$1.79M +$12.8K +134 +0.7%
SIM
845
Stratos Investment Management
Ohio
$1.78M +$277K +2,887 +17%
1WA
846
180 Wealth Advisors
Washington
$1.78M +$54K +563 +3%
TC
847
Telemus Capital
Michigan
$1.77M +$202K +2,102 +12%
SCP
848
Shorepoint Capital Partners
Massachusetts
$1.77M +$396K +4,127 +27%
CC
849
Cipher Capital
New York
$1.77M +$1.22M +12,732 +194%
TCOV
850
Trust Company of Vermont
Vermont
$1.77M -$313K -3,260 -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.