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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
FI
1026
Fosun International
China
$1.05M -$1.66M -17,300 -60%
HI
1027
Harrington Investments
California
$1.02M +$10.5K +109 +1%
GCM
1028
Galibier Capital Management
Ontario, Canada
$1.02M +$95.9K +1,000 +10%
LNC
1029
Lincoln National Corp
Pennsylvania
$1.02M +$96.4K +1,005 +10%
DI
1030
DAGCO Inc
Ohio
$1.02M +$71.9K +750 +7%
BWM
1031
BigSur Wealth Management
Florida
$1.02M -$306K -3,189 -22%
EHWM
1032
Eads & Heald Wealth Management
Georgia
$1.02M -$3.16K -33 -0.3%
MIC
1033
Means Investment Company
Maine
$1.01M +$32.2K +336 +3%
MBTD
1034
Mechanics Bank - Trust Department
California
$1.01M +$9.59K +100 +0.9%
MG
1035
Mather Group
Illinois
$1.01M +$637K +6,647 +152%
DBIA
1036
Dumont & Blake Investment Advisors
New Jersey
$1.01M -$21.5K -224 -2%
GP
1037
Girard Partners
Pennsylvania
$1M -$35.5K -370 -3%
HAIM
1038
Hunter Associates Investment Management
Pennsylvania
$998K -$7.38K -77 -0.7%
BPCA
1039
Bank Pictet & Cie (Asia)
Singapore
$991K -$576K -6,003 -36%
ANTB
1040
AMG National Trust Bank
Colorado
$984K +$1.03M +10,728 New
BCA
1041
Bay Colony Advisors
Massachusetts
$982K +$274K +2,859 +36%
DWM
1042
Doyle Wealth Management
Florida
$981K -$69.6K -726 -6%
OIA
1043
OneDigital Investment Advisors
Kansas
$977K +$44.2K +461 +5%
MJRIC
1044
Mogy Joel R Investment Counsel
California
$973K -$6.81K -71 -0.7%
KF
1045
Krilogy Financial
Missouri
$962K +$1.01M +10,493 New
BA
1046
Ballast Advisors
Minnesota
$952K +$126K +1,312 +14%
HIA
1047
Harbor Investment Advisory
Maryland
$952K +$200K +2,088 +25%
RWA
1048
Ropes Wealth Advisors
Massachusetts
$937K -$42.9K -447 -4%
LWS
1049
Lucia Wealth Services
California
$935K +$350K +3,647 +56%
MFG
1050
Magnus Financial Group
New York
$933K -$70K -730 -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.