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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
SMFS
1101
Squar Milner Financial Services
California
$814K +$73.7K +769 +9%
AT
1102
Arden Trust
Delaware
$814K +$87K +907 +11%
ABC
1103
Associated Banc-Corp
Wisconsin
$810K -$18.2K -190 -2%
HC
1104
Henshaw Capital
Massachusetts
$807K +$3.36K +35 +0.4%
BIA
1105
Bigelow Investment Advisors
Maine
$807K -$91.4K -953 -10%
CA
1106
Cambridge Advisors
Nebraska
$806K
LWM
1107
Lionsbridge Wealth Management
Florida
$796K +$10.4K +108 +1%
BBI
1108
Baxter Bros Inc
Connecticut
$795K -$12K -125 -1%
ST
1109
Smithfield Trust
Pennsylvania
$793K +$51.6K +538 +7%
PTP
1110
Platform Technology Partners
New York
$792K -$8.82K -92 -1%
JWBC
1111
J.W. Burns & Co
New York
$788K
NERM
1112
New England Research & Management
Illinois
$787K
AI
1113
Accredited Investors
Minnesota
$785K -$4.7K -49 -0.6%
BWL
1114
Bogart Wealth LLC
Virginia
$785K +$64K +667 +8%
ODCM
1115
Old Dominion Capital Management
Virginia
$782K +$237K +2,472 +41%
PA
1116
Parallel Advisors
California
$781K -$33.1K -345 -4%
PCG
1117
Private Capital Group
Connecticut
$780K -$24.5K -255 -3%
SRC
1118
Shufro Rose & Co
New York
$779K +$288 +3 +0%
NFG
1119
NewFocus Financial Group
Washington
$778K +$813K +8,480 New
RCM
1120
Radnor Capital Management
Pennsylvania
$777K +$9.59K +100 +1%
ATPW
1121
Ashton Thomas Private Wealth
Arizona
$776K +$41.7K +435 +5%
TFA
1122
Teamwork Financial Advisors
Texas
$772K +$66.5K +693 +9%
TNB
1123
TCF National Bank
South Dakota
$771K -$444K -4,631 -37%
CGL
1124
Clarius Group LLC
Washington
$771K -$45.9K -479 -5%
NIM
1125
NuWave Investment Management
New Jersey
$770K +$763K +7,952 New

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.