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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
WIP
1151
Wellesley Investment Partners
Massachusetts
$705K -$139K -1,451 -16%
MBT
1152
Montecito Bank & Trust
California
$704K -$46.4K -484 -6%
S
1153
SignatureFD
Georgia
$701K +$15.1K +157 +2%
TWI
1154
Thomas White International
Illinois
$699K
NCM
1155
Northside Capital Management
Oregon
$699K +$288K +3,005 +65%
CT
1156
Caldwell Trust
Florida
$697K -$4.89K -51 -0.7%
FCFC
1157
First Commonwealth Financial Corp
Pennsylvania
$696K +$17.3K +180 +2%
SS
1158
Sunbelt Securities
Texas
$695K -$63K -657 -8%
BBA
1159
BLB&B Advisors
Pennsylvania
$694K -$47.9K -500 -6%
WJWM
1160
Williams Jones Wealth Management
New York
$693K +$140K +1,458 +24%
BCP
1161
Blackhawk Capital Partners
Wisconsin
$692K -$59.1K -616 -7%
CAMG
1162
CWA Asset Management Group
Florida
$690K +$405K +4,227 +128%
AOWM
1163
Alpha Omega Wealth Management
Virginia
$688K
SOAMC
1164
Spirit of America Management Corp
New York
$685K
PHS
1165
Pekin Hardy Strauss
Illinois
$685K +$95.9K +1,000 +15%
BCI
1166
Brinker Capital Investments
Pennsylvania
$683K +$714K +7,451 New
AIM
1167
Aspen Investment Management
Michigan
$682K -$22.1K -230 -3%
PP
1168
PrairieView Partners
Minnesota
$682K +$767 +8 +0.1%
BP
1169
Ballentine Partners
Massachusetts
$678K +$39.6K +413 +6%
MRCM
1170
M&R Capital Management
New Jersey
$673K
ZCA
1171
Zeke Capital Advisors
Pennsylvania
$673K +$201K +2,094 +40%
WCM
1172
Windsor Capital Management
Arizona
$666K -$5.37K -56 -0.8%
CIC
1173
Carnegie Investment Counsel
Ohio
$665K +$8.53K +89 +1%
NHC
1174
Nicholas Hoffman & Company
Georgia
$664K -$41.7K -435 -6%
CQS
1175
Credential Qtrade Securities
$663K +$27K +282 +4%

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.