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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
CCM
1251
Cribstone Capital Management
Maine
$537K +$60.5K +631 +12%
RI
1252
Ridgewood Investments
New Jersey
$536K +$202K +2,102 +56%
HCM
1253
Hollencrest Capital Management
California
$535K +$560K +5,840 New
MSFP
1254
Mark Sheptoff Financial Planning
Connecticut
$534K -$91K -949 -14%
WP
1255
WealthSource Partners
California
$531K -$115K -1,196 -17%
RMC
1256
Resources Management Corp
Connecticut
$529K +$6.81K +71 +1%
AP
1257
Americana Partners
Texas
$529K +$24K +250 +5%
AIC
1258
Archer Investment Corporation
Indiana
$527K +$6.04K +63 +1%
AC
1259
Avestar Capital
New York
$526K -$7.48K -78 -1%
9WM
1260
9258 Wealth Management
Ohio
$520K +$2.01K +21 +0.4%
LC
1261
LCNB Corp
Ohio
$520K +$24.5K +255 +5%
GIA
1262
Guyasuta Investment Advisors
Pennsylvania
$519K +$212K +2,215 +64%
CL
1263
CIM LLC
New York
$518K +$29.3K +306 +6%
IF
1264
Intrua Financial
Texas
$516K +$488K +5,094 New
MMPW
1265
Mitchell McLeod Pugh & Williams
Alabama
$515K
MSS
1266
Mitchell Sinkler & Starr
Pennsylvania
$515K
SSG
1267
Summit Securities Group
New York
$514K +$537K +5,600 New
Jacobs Levy Equity Management
1268
Jacobs Levy Equity Management
New Jersey
$513K -$1.72M -17,963 -76%
TNA
1269
True North Advisors
Texas
$513K +$537K +5,604 New
TFO
1270
Tarbox Family Office
California
$509K +$16.4K +171 +3%
JFGIW
1271
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$502K -$321K -3,347 -38%
AAM
1272
Aureus Asset Management
Massachusetts
$500K +$9.4K +98 +2%
EWM
1273
Evermay Wealth Management
Virginia
$499K +$58.5K +610 +13%
VVP
1274
Venture Visionary Partners
Ohio
$498K -$91.9K -958 -15%
CFG
1275
Citizens Financial Group
Rhode Island
$497K -$66.2K -690 -11%

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.