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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
BBNA
1501
Bremer Bank National Association
Minnesota
$258K -$31.5K -328 -10%
PAIM
1502
Punch & Associates Investment Management
Minnesota
$258K
LWCFA
1503
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$257K -$57.5K -600 -18%
III
1504
Independent Investors Inc
New York
$257K
AIM
1505
ARK Investment Management
Florida
$256K +$23.5K +245 +10%
LGWM
1506
Litman Gregory Wealth Management
California
$255K -$5.85K -61 -2%
GC
1507
Gilbert & Cook
Iowa
$255K +$7.29K +76 +3%
KPW
1508
Kore Private Wealth
New York
$254K -$47.9K -500 -15%
PIM
1509
Profit Investment Management
Maryland
$254K
C
1510
Certuity
Florida
$253K -$194K -2,019 -42%
AAP
1511
Arax Advisory Partners
Colorado
$253K -$30.7K -320 -10%
AMG
1512
Advisors Management Group
Wisconsin
$252K +$7.77K +81 +3%
BFC
1513
Blue Fin Capital
Rhode Island
$249K -$36.7K -383 -12%
MCA
1514
Magnolia Capital Advisors
Mississippi
$249K -$29.5K -308 -10%
PB
1515
Pinnacle Bancorp
Nebraska
$248K -$16.8K -175 -6%
WLIM
1516
White Lighthouse Investment Management
Massachusetts
$248K
HI
1517
Hudock Inc
Pennsylvania
$248K +$3.93K +41 +2%
IFWM
1518
Institute for Wealth Management
Colorado
$248K +$7.96K +83 +3%
ARTA
1519
A.R.T. Advisors
New York
$248K +$259K +2,700 New
MSU
1520
Mizuho Securities USA
New York
$248K +$259K +2,701 New
WP
1521
WealthShield Partners
North Carolina
$247K -$117K -1,218 -31%
CBOR
1522
Community Bank of Raymore
Missouri
$247K +$1.92K +20 +0.7%
VWA
1523
V Wealth Advisors
Kansas
$246K -$44.3K -462 -15%
WPP
1524
Whalerock Point Partners
Rhode Island
$246K -$10.2K -106 -4%
SIC
1525
Samalin Investment Counsel
New York
$246K +$14.7K +153 +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.