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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
VPIM
1351
Vanguard Personalized Indexing Management
California
$392K -$120K -1,255 -23%
ESB
1352
Essex Savings Bank
Connecticut
$392K +$19.8K +206 +5%
WCM
1353
Washington Capital Management
Washington
$391K -$182K -1,900 -31%
BFA
1354
Bragg Financial Advisors
North Carolina
$391K +$1.44K +15 +0.4%
TW
1355
Transform Wealth
Colorado
$390K -$82.5K -860 -17%
CWM
1356
Cornerstone Wealth Management
Missouri
$390K -$39K -407 -9%
WRF
1357
Waddell & Reed Financial
Kansas
$389K
DBRC
1358
D.B. Root & Company
Pennsylvania
$383K -$5.47K -57 -1%
WPW
1359
Waldron Private Wealth
Pennsylvania
$382K +$24.9K +260 +7%
OFS
1360
OneAscent Financial Services
Alabama
$381K +$35K +365 +10%
O
1361
Ossiam
France
$380K -$977K -10,191 -71%
SCM
1362
SOL Capital Management
Maryland
$378K -$33.6K -350 -8%
APG
1363
Abacus Planning Group
South Carolina
$378K
KWM
1364
Keebeck Wealth Management
Illinois
$377K
BHTS
1365
Bar Harbor Trust Services
Maine
$375K +$31.9K +333 +9%
CA
1366
Calton & Associates
Florida
$374K +$24.5K +256 +7%
VAG
1367
VisionPoint Advisory Group
Texas
$374K +$372K +3,883 New
BPA
1368
Beacon Pointe Advisors
California
$373K +$142K +1,480 +57%
TL
1369
TrueWealth LLC
Georgia
$372K -$26.7K -278 -6%
DLA
1370
Douglas Lane & Associates
New York
$371K -$134K -1,399 -26%
ACP
1371
Aviance Capital Partners
Florida
$371K -$18.3K -191 -5%
BEI
1372
Benjamin Edwards Inc
Missouri
$371K +$19.6K +204 +5%
FCFC
1373
First Citizens Financial Corp
Iowa
$370K +$3.07K +32 +0.8%
EI
1374
Ellevest Inc
New York
$370K +$75K +782 +24%
EGM
1375
Engineers Gate Manager
New York
$368K -$245K -2,552 -39%

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.