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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
BDF
1451
Balasa Dinverno & Foltz
$290K -$71.2K -742 -19%
BHBT
1452
Burke & Herbert Bank & Trust
Virginia
$290K
HCM
1453
Hillman Capital Management
Maryland
$290K +$9.3K +97 +3%
WCM
1454
Wedge Capital Management
North Carolina
$289K -$4.12K -43 -1%
EWA
1455
EP Wealth Advisors
California
$289K +$7.48K +78 +3%
AW
1456
ACG Wealth
Georgia
$288K -$13.9K -145 -4%
BWP
1457
BSW Wealth Partners
Colorado
$287K +$69.7K +727 +30%
CL
1458
CPWM LLC
Washington
$285K +$9.4K +98 +3%
FSC
1459
Full Sail Capital
Oklahoma
$284K -$12.5K -130 -4%
FNFDCM
1460
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$284K +$4.7K +49 +2%
PWA
1461
Physician Wealth Advisors
Utah
$284K +$57.3K +598 +27%
WAP
1462
Wealthcare Advisory Partners
Pennsylvania
$284K +$121K +1,261 +69%
CA
1463
Cornerstone Advisory
Maryland
$284K +$297K +3,098 New
RWA
1464
Redhawk Wealth Advisors
Minnesota
$282K +$22.4K +234 +8%
GCA
1465
Greenwood Capital Associates
South Carolina
$282K +$295K +3,073 New
LL
1466
LPWM LLC
Minnesota
$281K +$3.84K +40 +1%
CAM
1467
Cozad Asset Management
Illinois
$281K +$5.66K +59 +2%
BRWM
1468
B. Riley Wealth Management
Tennessee
$280K -$84.4K -880 -22%
SC
1469
SouthState Corp
Florida
$279K -$13.9K -145 -5%
CPA
1470
Capital Planning Advisors
California
$279K -$2.4K -25 -0.8%
VCM
1471
Vigilant Capital Management
Maine
$279K +$162K +1,689 +125%
PBO
1472
Peoples Bank (Ohio)
Ohio
$277K -$479 -5 -0.2%
FPFS
1473
First Personal Financial Services
North Carolina
$277K
SRC
1474
Sage Rhino Capital
California
$277K +$7.48K +78 +3%
BDWM
1475
Brewin Dolphin Wealth Management
Ireland
$275K

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.