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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
AIA
1001
Affinity Investment Advisors
California
$1.12M -$1.89M -19,722 -62%
LD
1002
Lipe & Dalton
New York
$1.12M -$9.49K -99 -0.8%
CIA
1003
Cascade Investment Advisors
Oregon
$1.12M -$5.27K -55 -0.4%
SFG
1004
SNS Financial Group
Minnesota
$1.11M -$45.5K -474 -4%
RIL
1005
Rothschild Investment LLC
Illinois
$1.11M -$234K -2,440 -17%
LOAME
1006
Lombard Odier Asset Management (Europe)
United Kingdom
$1.1M
AWM
1007
Altium Wealth Management
New York
$1.1M -$20.6K -215 -2%
TCMG
1008
TSP Capital Management Group
New Jersey
$1.1M
FHA
1009
Flagship Harbor Advisors
Massachusetts
$1.1M +$114K +1,192 +11%
PK
1010
Pflug Koory
Nebraska
$1.1M -$61.4K -640 -5%
LSV Asset Management
1011
LSV Asset Management
Illinois
$1.09M -$16.5M -171,900 -94%
EF
1012
Exeter Financial
Arizona
$1.09M -$1.63K -17 -0.1%
FFBTD
1013
First Financial Bank - Trust Division
Ohio
$1.09M +$97.6K +1,018 +9%
FAM
1014
Fred Alger Management
New York
$1.08M
LOIM
1015
Liberty One Investment Management
Illinois
$1.08M +$40.8K +425 +4%
IIA
1016
ICW Investment Advisors
Arizona
$1.08M +$5.85K +61 +0.5%
GJIC
1017
Gamble Jones Investment Counsel
California
$1.07M +$81.5K +850 +8%
UCI
1018
Uncommon Cents Investing
Wisconsin
$1.07M +$185K +1,925 +20%
RG
1019
Rikoon Group
New Mexico
$1.07M +$481K +5,015 +76%
SWM
1020
SeaCrest Wealth Management
New York
$1.06M +$34.8K +363 +3%
MYIA
1021
Mount Yale Investment Advisors
Colorado
$1.06M +$166K +1,736 +18%
ST
1022
Spinnaker Trust
Maine
$1.05M +$44.4K +463 +4%
BCMO
1023
Buckingham Capital Management (Ohio)
Ohio
$1.05M +$380K +3,967 +53%
DP
1024
Dearborn Partners
Illinois
$1.05M +$43.9K +458 +4%
EH
1025
Employers Holdings
Nevada
$1.05M

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.