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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
HCMT
851
Highland Capital Management (Tennessee)
Tennessee
$1.76M +$9.59K +100 +0.5%
AAS
852
Avantax Advisory Services
Texas
$1.76M +$428K +4,463 +30%
AII
853
AGF Investments Inc
Ontario, Canada
$1.76M -$3.9M -40,717 -68%
FCM
854
Fortis Capital Management
Washington
$1.74M +$1.82M +19,000 New
BFM
855
Boothbay Fund Management
New York
$1.73M +$642K +6,700 +55%
AIA
856
AIMZ Investment Advisors
California
$1.73M -$4.51K -47 -0.2%
WCM
857
Wunderlich Capital Managemnt
Tennessee
$1.73M +$2.88K +30 +0.2%
CI
858
CX Institutional
Indiana
$1.72M +$290K +3,026 +19%
SS
859
Simplicity Solutions
Minnesota
$1.71M -$1.68M -17,557 -49%
SCI
860
Stableford Capital II
Arizona
$1.7M +$44.2K +461 +3%
AWE
861
Avidian Wealth Enterprises
Texas
$1.7M +$48.8K +509 +3%
Lido Advisors
862
Lido Advisors
California
$1.7M +$156K +1,629 +10%
6M
863
6 Meridian
Kansas
$1.69M -$4.21M -43,858 -70%
LAIC
864
Lederer & Associates Investment Counsel
California
$1.69M +$1.77M +18,415 New
CAM
865
Cresset Asset Management
Illinois
$1.69M +$301K +3,137 +21%
SFS
866
Sowell Financial Services
Arkansas
$1.68M -$20.7K -216 -1%
TRCT
867
Tower Research Capital (TRC)
New York
$1.68M +$777K +8,104 +79%
SC
868
Schulhoff & Co
Ohio
$1.67M -$301K -3,139 -15%
PTC
869
Private Trust Company
Ohio
$1.67M +$519K +5,410 +43%
NB
870
NBT Bank
New York
$1.66M -$33.2K -346 -2%
WT
871
Whittier Trust
California
$1.66M -$3.26K -34 -0.2%
B
872
Barings
North Carolina
$1.66M
EAM
873
Eukles Asset Management
Ohio
$1.66M +$242K +2,522 +16%
PWP
874
Private Wealth Partners
California
$1.64M +$128K +1,335 +8%
LWM
875
Lenox Wealth Management
Ohio
$1.63M -$127K -1,320 -7%

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.