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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
AWM
1301
Aries Wealth Management
Maine
$461K +$47.3K +493 +11%
ED
1302
Exane Derivatives
France
$460K +$480K +5,010 +55,667%
CFA
1303
Cahill Financial Advisors
Minnesota
$460K -$9.21K -96 -2%
MCM
1304
Mengis Capital Management
Oregon
$460K +$3.07K +32 +0.6%
GC
1305
Grace Capital
Massachusetts
$459K
CC
1306
Claybrook Capital
Massachusetts
$459K +$479K +5,000 New
PFSC
1307
Peoples Financial Services Corp
Pennsylvania
$458K
PTC
1308
Provident Trust Company
Wisconsin
$458K
ACM
1309
Anfield Capital Management
California
$457K +$9.88K +103 +2%
TF
1310
Trek Financial
Arizona
$453K +$474K +4,938 New
PJSIMP
1311
P.J. Schmidt Investment Management (PJS)
Wisconsin
$450K +$479 +5 +0.1%
DC
1312
DeDora Capital
California
$449K +$16.4K +171 +4%
QCG
1313
Quadrant Capital Group
Ohio
$449K +$141K +1,473 +43%
CCG
1314
Cypress Capital Group
Florida
$448K +$127K +1,325 +37%
1W
1315
1776 Wealth
Georgia
$445K -$257K -2,684 -36%
HCM
1316
Hall Capital Management
Rhode Island
$445K +$23.5K +245 +5%
LC
1317
Lindbrook Capital
California
$443K +$42.5K +443 +10%
TF
1318
TLWM Financial
Texas
$442K -$3.74K -39 -0.8%
BAM
1319
Belpointe Asset Management
Nevada
$442K +$36.3K +379 +9%
TNB
1320
Thomasville National Bank
Georgia
$439K -$7.48K -78 -2%
IC
1321
Intersect Capital
California
$439K +$86.2K +899 +23%
PCS
1322
Personal CFO Solutions
New Jersey
$439K +$137K +1,427 +43%
CPO
1323
Cerity Partners OCIO
New York
$437K +$25.5K +266 +6%
Wolverine Trading
1324
Wolverine Trading
Illinois
$435K -$2.45M -25,597 -84%
TPWA
1325
TRUE Private Wealth Advisors
Oregon
$433K +$22.8K +238 +5%

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.