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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
PLFAM
1401
Pineno Levin & Ford Asset Management
Virginia
$335K
JA
1402
JVL Associates
Michigan
$335K +$12.6K +131 +4%
BW
1403
Bison Wealth
Georgia
$334K -$31.5K -329 -8%
GA
1404
Geller Advisors
New York
$334K +$348K +3,624 New
SSW
1405
Smith Shellnut Wilson
Mississippi
$331K
SFG
1406
Summit Financial Group
West Virginia
$329K
VI
1407
Versor Investments
New York
$327K -$512K -5,338 -60%
HPWM
1408
Highland Private Wealth Management
Washington
$326K -$70.7K -737 -17%
OAJ
1409
Ogorek Anthony Joseph
New York
$325K +$16K +167 +5%
MCM
1410
Murphy Capital Management
New Jersey
$324K +$7.58K +79 +2%
CWS
1411
Cypress Wealth Services
California
$324K +$12.9K +135 +4%
ATIA
1412
American Trust Investment Advisors
New Hampshire
$322K +$2.88K +30 +0.9%
AMIM
1413
Aull & Monroe Investment Management
Alabama
$321K -$25K -261 -7%
ACM
1414
Alethea Capital Management
Washington
$321K
PFS
1415
Physicians Financial Services
North Carolina
$320K -$9.59K -100 -3%
ALAM
1416
Asahi Life Asset Management
Japan
$317K -$535K -5,580 -62%
TIA
1417
Tiemann Investment Advisors
California
$317K +$5.75K +60 +2%
PWM
1418
Perigon Wealth Management
California
$316K -$61.2K -638 -16%
CYG
1419
Clean Yield Group
Vermont
$315K -$56.9K -593 -15%
MIM
1420
Martin Investment Management
Florida
$315K -$13.3K -139 -4%
PCP
1421
Proficio Capital Partners
Massachusetts
$315K +$39.1K +408 +13%
PFBT
1422
Parkside Financial Bank & Trust
Missouri
$314K +$26.2K +273 +9%
FM
1423
Family Management
New York
$313K +$68.6K +715 +26%
YWP
1424
YorkBridge Wealth Partners
New York
$308K +$671 +7 +0.2%
CDH
1425
Charles D. Hyman
$308K +$6.14K +64 +2%

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.