We are live on ! Find out more
MDT icon

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
ACM
1376
Azimuth Capital Management
Michigan
$368K
CPA
1377
Court Place Advisors
Maryland
$368K
KTC
1378
Kistler-Tiffany Companies
Pennsylvania
$368K +$189K +1,971 +97%
WA
1379
Wheatland Advisors
Pennsylvania
$367K -$9.59K -100 -2%
TFS
1380
Thoroughbred Financial Services
Tennessee
$365K -$732K -7,630 -66%
NL
1381
NWAM LLC
Washington
$364K +$52.1K +543 +16%
BHWM
1382
Bar Harbor Wealth Management
New Hampshire
$363K -$68.4K -713 -15%
PCM
1383
Perritt Capital Management
Illinois
$363K -$14.4K -150 -4%
NAS
1384
Nicolet Advisory Services
Wisconsin
$361K +$61.8K +644 +20%
NIM
1385
Northeast Investment Management
Massachusetts
$357K -$56.6K -590 -13%
FC
1386
Fulcrum Capital
Washington
$356K +$12.2K +127 +3%
MFW
1387
Meristem Family Wealth
Minnesota
$352K +$4.32K +45 +1%
BJL
1388
Brighton Jones LLC
Washington
$352K +$34.1K +356 +10%
MCM
1389
Manchester Capital Management
Vermont
$351K
CBFP
1390
Cedar Brook Financial Partners
Ohio
$350K -$9.78K -102 -3%
IIM
1391
Ipswich Investment Management
Massachusetts
$350K
EH
1392
Equitable Holdings
New York
$350K +$108K +1,130 +42%
WEC
1393
Winslow Evans & Crocker
Massachusetts
$346K -$210K -2,188 -37%
TAM
1394
Trust Asset Management
Texas
$346K +$362K +3,777 New
WSTAM
1395
Wilbanks Smith & Thomas Asset Management
Virginia
$345K -$16.5K -172 -4%
JGIA
1396
Jackson Grant Investment Advisers
Connecticut
$345K +$863 +9 +0.2%
SB
1397
Simmons Bank
Arkansas
$342K +$12.7K +132 +4%
IP
1398
Investment Partners
Ohio
$337K +$48.3K +504 +16%
MFG
1399
Menard Financial Group
Texas
$337K +$353K +3,682 New
MPCG
1400
Matrix Private Capital Group
New York
$336K +$2.11K +22 +0.6%

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.