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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
MGIA
1426
Moneta Group Investment Advisors
Missouri
$308K +$66.9K +698 +26%
BCA
1427
Berman Capital Advisors
Georgia
$307K +$4.51K +47 +1%
Cohen & Steers
1428
Cohen & Steers
New York
$306K
FWM
1429
Fairhaven Wealth Management
Illinois
$306K +$320K +3,335 New
RWM
1430
Ritholtz Wealth Management
New York
$306K +$320K +3,341 New
SIM
1431
SSI Investment Management
California
$304K -$4.32K -45 -1%
YMRC
1432
Yorktown Management & Research Company
Virginia
$303K +$316K +3,300 New
SAM
1433
Seelaus Asset Management
New Jersey
$301K -$38.4K -400 -11%
BMC
1434
Beaton Management Company
Massachusetts
$301K +$9.59K +100 +3%
MFW
1435
Mosaic Family Wealth
Missouri
$299K -$11.5K -120 -4%
DAM
1436
Delta Asset Management
Tennessee
$299K
NG
1437
Northstar Group
New York
$298K -$23.1K -241 -7%
ACG
1438
Allen Capital Group
Nebraska
$298K
SC
1439
Savant Capital
Illinois
$298K +$2.78K +29 +0.9%
GFPC
1440
Global Financial Private Capital
Florida
$297K +$4.99K +52 +2%
PAMG
1441
Patton Albertson Miller Group
Tennessee
$296K
BCM
1442
Brookstone Capital Management
Illinois
$296K +$27.3K +285 +10%
ACS
1443
Archford Capital Strategies
Illinois
$295K -$7.38K -77 -2%
BB
1444
Bell Bank
North Dakota
$295K -$1.73K -18 -0.6%
SC
1445
Searle & Co
Connecticut
$295K
CIP
1446
Convergence Investment Partners
Florida
$295K +$19.7K +205 +7%
PCM
1447
Poehling Capital Management
Wisconsin
$293K +$32.5K +339 +12%
APW
1448
Acima Private Wealth
Virginia
$292K
GI
1449
Glovista Investments
New Jersey
$292K +$46.5K +485 +18%
SFG
1450
SevenBridge Financial Group
Pennsylvania
$291K -$7.38K -77 -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.