We are live on ! Find out more
MDT icon

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
RWM
1076
RBA Wealth Management
California
$875K +$280K +2,916 +44%
RPC
1077
Rossmore Private Capital
Connecticut
$869K +$188K +1,965 +26%
WANY
1078
Wealthspire Advisors (New York)
New York
$867K -$637K -6,640 -41%
AF
1079
Allworth Financial
California
$864K -$1.12M -11,732 -55%
LWMM
1080
Legacy Wealth Management (Mississippi)
Mississippi
$863K +$76.1K +794 +9%
RGC
1081
Roberts, Glore & Co
Illinois
$859K -$27.6K -288 -3%
MWM
1082
Maltin Wealth Management
New Jersey
$857K +$57.7K +602 +7%
CWM
1083
Chesapeake Wealth Management
Virginia
$853K -$306K -3,187 -26%
BOS
1084
Bank of Stockton
California
$853K +$162K +1,694 +22%
BCM
1085
Birch Capital Management
Texas
$852K
MWM
1086
Madison Wealth Management
Ohio
$848K +$161K +1,680 +22%
FL
1087
Fort LP
Maryland
$847K -$1.53M -15,926 -63%
OA
1088
Oxbow Advisors
Texas
$845K -$1.91M -19,909 -68%
PBT
1089
Pictet Bank & Trust
Bahamas
$845K -$272K -2,840 -24%
WAM
1090
Wealthspire Advisors (Maryland)
Maryland
$841K +$3.64K +38 +0.4%
MCWS
1091
McKinley Carter Wealth Services
West Virginia
$840K -$13.1K -137 -1%
WSCM
1092
Wellington Shields Capital Management
New York
$840K +$17.8K +186 +2%
JCM
1093
Jacobi Capital Management
Pennsylvania
$840K +$116K +1,207 +16%
BG
1094
Bollard Group
Massachusetts
$840K +$514K +5,364 +141%
PWAP
1095
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$829K +$1.73K +18 +0.2%
JCM
1096
Janney Capital Management
Pennsylvania
$828K +$144K +1,498 +20%
CMANY
1097
Capital Management Associates (New York)
New York
$825K
LFS
1098
Legacy Financial Strategies
Kansas
$821K +$43.4K +453 +5%
RCAG
1099
Rehmann Capital Advisory Group
Michigan
$815K +$75K +782 +10%
CIM
1100
CIM Investment Management
Pennsylvania
$814K

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.