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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
MFG
1226
Merit Financial Group
Georgia
$578K -$74.2K -774 -11%
HH
1227
Hilltop Holdings
Texas
$577K -$481K -5,016 -44%
CIA
1228
CSat Investment Advisory
Michigan
$576K +$88.8K +926 +17%
QPWM
1229
Quadrant Private Wealth Management
Pennsylvania
$574K -$71.1K -741 -11%
TI
1230
Tidal Investments
Wisconsin
$573K +$87K +907 +17%
AWC
1231
Abundance Wealth Counselors
Pennsylvania
$572K +$598K +6,233 New
CCM
1232
Community Capital Management
Florida
$571K
FNBOSM
1233
First National Bank of South Miami
Florida
$569K -$52.8K -551 -8%
HAG
1234
HighPoint Advisor Group
Illinois
$569K -$21.9K -228 -4%
PCM
1235
Pointe Capital Management
Michigan
$568K +$1.53K +16 +0.3%
RIA
1236
Realta Investment Advisors
Delaware
$563K +$162K +1,686 +38%
CBTWT
1237
Community Bank & Trust (Waco, Texas)
Texas
$562K -$11.2K -117 -2%
NSIM
1238
North Star Investment Management
Illinois
$559K -$16.8K -175 -3%
HB
1239
Horizon Bancorp
Indiana
$551K
MC
1240
Middleton & Co
Massachusetts
$551K
DAM
1241
Deltec Asset Management
New York
$550K -$479K -5,000 -45%
ECM
1242
Evergreen Capital Management
Washington
$550K +$107K +1,113 +23%
MCM
1243
MV Capital Management
Maryland
$550K +$143K +1,487 +33%
SWA
1244
Stratos Wealth Advisors
Ohio
$549K +$169K +1,766 +42%
IFAM
1245
Institutional & Family Asset Management
Colorado
$548K -$4.79K -50 -0.8%
LIM
1246
Leavell Investment Management
Alabama
$546K -$5.08K -53 -0.9%
SDWIA
1247
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$543K +$15.9K +166 +3%
HFA
1248
Hoover Financial Advisors
Pennsylvania
$541K -$1.92K -20 -0.3%
NICM
1249
Neo Ivy Capital Management
New York
$540K +$480K +5,005 +569%
HSA
1250
HBK Sorce Advisory
Pennsylvania
$539K -$238K -2,485 -30%

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.