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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
GLA
901
Great Lakes Advisors
Illinois
$1.51M -$131K -1,368 -8%
WCM
902
Whitener Capital Management
North Carolina
$1.51M -$959 -10 -0.1%
AFS
903
Access Financial Services
Minnesota
$1.5M -$14.6K -152 -0.9%
HB
904
Homrich & Berg
Georgia
$1.49M +$1.03M +10,709 +195%
RAM
905
Redmond Asset Management
Virginia
$1.48M -$50.9K -531 -3%
RSC
906
Red Spruce Capital
Pennsylvania
$1.48M +$54.7K +570 +4%
RC
907
Roundview Capital
New Jersey
$1.47M +$51.5K +537 +3%
NMIFOAC
908
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.47M
EFS
909
Essex Financial Services
Connecticut
$1.46M +$42.1K +439 +3%
FPS
910
Fieldpoint Private Securities
Connecticut
$1.45M -$783K -8,170 -34%
HCM
911
Highlander Capital Management
New Jersey
$1.45M +$211K +2,200 +16%
Verition Fund Management
912
Verition Fund Management
Connecticut
$1.45M -$1.1M -11,458 -42%
FM
913
Foster & Motley
Ohio
$1.45M -$29.2K -305 -2%
CC
914
Colrain Capital
Massachusetts
$1.44M -$422K -4,400 -22%
DPIM
915
Duff & Phelps Investment Management
Illinois
$1.44M +$38.4K +400 +3%
EP
916
EPIQ Partners
Minnesota
$1.44M
AR
917
Advisory Research
Illinois
$1.44M -$16.7M -174,003 -92%
FCMC
918
Founders Capital Management (Connecticut)
Connecticut
$1.43M
KA
919
Kintegral Advisory
New York
$1.43M
MA
920
Mutual Advisors
Nebraska
$1.43M +$850K +8,864 +133%
KP
921
Keel Point
Alabama
$1.42M +$68K +709 +5%
PAM
922
Paradigm Asset Management
New York
$1.4M
CT
923
Coastline Trust
Rhode Island
$1.4M +$289K +3,015 +25%
SIP
924
Stoneridge Investment Partners
Pennsylvania
$1.4M -$3.36M -35,000 -70%
GT
925
Greenleaf Trust
Michigan
$1.4M +$415K +4,327 +40%

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.