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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
GWM
951
Geneos Wealth Management
Colorado
$1.3M +$210K +2,187 +17%
CSIC
952
Clifford Swan Investment Counsel
California
$1.3M -$19.2K -200 -1%
AF
953
Arrow Financial
New York
$1.29M -$15.3K -160 -1%
FNBTCON
954
First National Bank & Trust Co of Newtown
Pennsylvania
$1.27M
SP
955
Symmetry Partners
Connecticut
$1.27M +$182K +1,901 +16%
SP
956
SWS Partners
Ohio
$1.27M -$23.8K -248 -2%
BDS
957
Banco de Sabadell
Florida
$1.27M +$129K +1,348 +11%
TSWM
958
Triangle Securities Wealth Management
North Carolina
$1.27M +$9.11K +95 +0.7%
EP
959
Edgestream Partners
New Jersey
$1.27M -$1.32M -13,743 -50%
CIAS
960
Capital Investment Advisory Services
North Carolina
$1.27M -$23.8K -248 -2%
CH
961
Canton Hathaway
Rhode Island
$1.27M +$70.6K +736 +6%
EA
962
Ellsworth Advisors
Ohio
$1.26M +$1.31M +13,712 New
EWM
963
Empirical Wealth Management
Washington
$1.26M +$162K +1,690 +14%
IC
964
Investment Counsel
Michigan
$1.25M +$19.2K +200 +1%
SW
965
StrongBox Wealth
Missouri
$1.25M +$133K +1,383 +11%
VCM
966
Virtue Capital Management
Tennessee
$1.25M +$1.31M +13,672 New
MIAS
967
Mason Investment Advisory Services
Virginia
$1.25M
TBNY
968
Trustco Bank (New York)
New York
$1.25M -$48.5K -506 -4%
CA
969
Cetera Advisors
Colorado
$1.23M +$313K +3,260 +32%
CA
970
Clearstead Advisors
Ohio
$1.21M -$20.8K -217 -2%
CCA
971
Checchi Capital Advisers
California
$1.2M +$106K +1,109 +9%
LTI
972
Laffer Tengler Investments
Tennessee
$1.2M +$126K +1,314 +11%
GEA
973
Glen Eagle Advisors
New Jersey
$1.2M +$45K +469 +4%
B
974
Bellecapital
Switzerland
$1.2M -$20.1K -210 -2%
IA
975
IFG Advisory
Georgia
$1.19M +$90.2K +941 +8%

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.