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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
Fiera Capital (Canada)
1051
Fiera Capital (Canada)
Quebec, Canada
$932K -$117K -1,218 -11%
GAM
1052
Gould Asset Management
California
$931K
SGI
1053
Summit Global Investments
Utah
$929K +$187K +1,951 +24%
BFO
1054
Biltmore Family Office
North Carolina
$928K
WIC
1055
Whitegate Investment Counselors
New Hampshire
$924K +$36K +375 +4%
SWP
1056
Strategic Wealth Partners
Ohio
$923K +$965K +10,063 New
BSW
1057
Buckingham Strategic Wealth
Missouri
$919K -$212K -2,209 -18%
QT
1058
Quantamental Technologies
New York
$917K -$216K -2,250 -18%
WG
1059
Watchman Group
Texas
$917K -$74.8K -780 -7%
AWM
1060
Avior Wealth Management
Nebraska
$917K +$6.42K +67 +0.7%
MC
1061
Martin & Co
Tennessee
$915K -$725K -7,564 -43%
CA
1062
Continental Advisors
Utah
$908K
VNA
1063
Valley National Advisers
Pennsylvania
$902K -$19.7K -205 -2%
DCM
1064
Davis Capital Management
Florida
$896K -$12.2K -127 -1%
KA
1065
Kovack Advisors
Florida
$895K -$151K -1,573 -14%
IB
1066
Intrust Bank
Kansas
$891K +$227K +2,364 +32%
RCA
1067
Rowland Carmichael Advisors
Arizona
$890K +$238K +2,486 +34%
AGM
1068
Alpine Global Management
New York
$889K +$447K +4,665 +93%
ARMT
1069
Amica Retiree Medical Trust
Rhode Island
$888K
DI
1070
Diligent Investors
California
$887K +$40.8K +425 +5%
JWCA
1071
J.W. Coons Advisors
Ohio
$883K +$58.1K +606 +7%
MCM
1072
Mitchell Capital Management
Kansas
$882K +$22.2K +231 +2%
FVSAZ
1073
Flossbach von Storch AG Zurich
Switzerland
$878K -$4.16M -43,400 -82%
OBGC
1074
O'Brien Greene & Co
Pennsylvania
$878K
WA
1075
Wealth Alliance
New York
$876K +$180K +1,881 +25%

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.