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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
BFO
1126
Boston Family Office
Massachusetts
$768K -$124K -1,290 -13%
HIS
1127
Harvest Investment Services
Illinois
$768K +$803K +8,376 New
LIM
1128
Loudon Investment Management
New Hampshire
$767K
RA
1129
RFG Advisory
Alabama
$767K +$82.8K +864 +12%
SMC
1130
Smith, Moore & Co
Missouri
$761K +$21.6K +225 +3%
LSPW
1131
Lake Street Private Wealth
Illinois
$761K +$308K +3,209 +63%
RMCM
1132
Reynders McVeigh Capital Management
Massachusetts
$750K +$213K +2,225 +37%
FMB
1133
Field & Main Bank
Kentucky
$746K +$781K +8,140 New
BWM
1134
Bernicke Wealth Management
Wisconsin
$743K -$330K -3,441 -30%
HA
1135
Harfst & Associates
Wyoming
$743K -$9.69K -101 -1%
NL
1136
NVWM LLC
Pennsylvania
$743K +$762K +7,947 +7,868%
BOTW
1137
Bank of the West
California
$740K -$64.5K -673 -8%
IAS
1138
Investment Advisory Services
Texas
$738K +$14.6K +152 +2%
NFG
1139
Next Financial Group
Texas
$734K +$141K +1,468 +22%
BWM
1140
Buckley Wealth Management
Nevada
$728K +$32.4K +338 +4%
BIM
1141
Bridges Investment Management
Nebraska
$727K -$411K -4,282 -35%
CPIA
1142
Cornell Pochily Investment Advisors
New York
$727K +$3.93K +41 +0.5%
FC
1143
FORA Capital
Florida
$724K -$1.85M -19,280 -71%
LRPA
1144
L. Roy Papp & Associates
Arizona
$721K -$57.9K -604 -7%
AF
1145
Affiance Financial
Minnesota
$715K
MTC
1146
McDaniel Terry & Co
Texas
$714K +$6.33K +66 +0.9%
FAIM
1147
Financial Advocates Investment Management
Washington
$711K +$3.16K +33 +0.4%
GSBTD
1148
Glenview State Bank Trust Department
Illinois
$710K +$14.4K +150 +2%
WI
1149
Wintrust Investments
Illinois
$709K +$195K +2,030 +36%
MMHP
1150
Murphy Middleton Hinkle & Parker
Georgia
$708K

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.