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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
SFSG
1326
Sound Financial Strategies Group
Mississippi
$432K -$96 -1 -0%
OWA
1327
Outlook Wealth Advisors
Texas
$432K +$12.2K +127 +3%
ITIM
1328
Indiana Trust & Investment Management
Indiana
$429K
BI
1329
Ballast Inc
Kentucky
$429K +$18.1K +189 +4%
WI
1330
WrapManager Inc
California
$419K +$46.1K +481 +12%
DHFB
1331
Dixon Hubard Feinour & Brown
Virginia
$418K -$84.8K -884 -17%
BWP
1332
Bernardo Wealth Planning
Pennsylvania
$416K +$43K +448 +11%
PFG
1333
PAX Financial Group
Texas
$416K +$44.4K +463 +11%
MFS
1334
Mirabella Financial Services
United Kingdom
$416K +$435K +4,534 New
WA
1335
WBH Advisory
Maryland
$415K +$106K +1,101 +32%
CCA
1336
Cobblestone Capital Advisors
New York
$414K -$799K -8,329 -65%
BS
1337
Bessemer Securities
New York
$413K
CBN
1338
Cadence Bank NA
Texas
$412K -$96 -1 -0%
NSAM
1339
North Star Asset Management
Wisconsin
$411K +$4.79K +50 +1%
TF
1340
Tompkins Financial
New York
$410K
LBD
1341
Landsberg Bennett & Dubbaneh
Florida
$407K +$2.59K +27 +0.6%
MA
1342
MONECO Advisors
Connecticut
$406K -$1.05K -11 -0.2%
PMG
1343
ProVise Management Group
Florida
$406K +$425K +4,431 New
W
1344
WealthStone
Ohio
$402K +$420K +4,382 New
CHA
1345
Carmichael Hill & Associates
Maryland
$401K
LOPW
1346
Live Oak Private Wealth
North Carolina
$400K +$46.1K +481 +12%
TFS
1347
TrustCore Financial Services
Tennessee
$399K +$120K +1,250 +40%
MWM
1348
Mission Wealth Management
California
$397K +$30.6K +319 +8%
MIM
1349
Moseley Investment Management
Florida
$394K +$412K +4,293 New
ACWM
1350
Adams Chetwood Wealth Management
North Carolina
$393K +$20.1K +210 +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.