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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
CA
1526
Claro Advisors
Massachusetts
$246K +$17K +177 +7%
PMA
1527
Prudent Man Advisors
Illinois
$246K +$257K +2,678 New
AIC
1528
Ameritas Investment Company
Nebraska
$245K -$439K -4,583 -63%
GSWM
1529
Golden State Wealth Management
California
$245K +$160K +1,666 +165%
WCA
1530
Westover Capital Advisors
Delaware
$245K +$256K +2,669 New
CCIA
1531
Campbell & Co Investment Adviser
Maryland
$245K +$257K +2,677 New
HWA
1532
HHM Wealth Advisors
Tennessee
$243K +$19.5K +203 +8%
WorldQuant Millennium Advisors
1533
WorldQuant Millennium Advisors
New York
$243K +$254K +2,649 New
CICI
1534
Capital Investment Counsel Inc
North Carolina
$243K +$254K +2,650 New
CFA
1535
CWS Financial Advisors
Michigan
$241K +$16.7K +174 +7%
CC
1536
Centiva Capital
New York
$241K +$252K +2,629 New
EM
1537
Excalibur Management
Massachusetts
$240K -$575 -6 -0.2%
CA
1538
Capital Advantage
California
$240K +$15K +156 +6%
PWLP
1539
Prio Wealth Limited Partnership
Massachusetts
$239K -$47.9K -500 -16%
BHIA
1540
Birch Hill Investment Advisors
Massachusetts
$237K +$9.59K +100 +4%
RSVP
1541
Ramsay Stattman Vela & Price
Colorado
$235K
SL
1542
Stevard LLC
Illinois
$234K
SB
1543
Sunflower Bank
Texas
$234K +$245K +2,554 New
NP
1544
NorthRock Partners
Minnesota
$233K +$14.4K +150 +6%
OMC
1545
Overbrook Management Corp
New York
$233K +$243K +2,538 New
SBSB
1546
Sullivan, Bruyette, Speros & Blaney
Virginia
$232K -$1.92K -20 -0.8%
UF
1547
Univest Financial
Pennsylvania
$232K +$1.25K +13 +0.5%
HFAS
1548
Hummer Financial Advisory Services
Illinois
$231K
SCP
1549
Stamos Capital Partners
California
$229K -$841K -8,768 -78%
MIH
1550
Meitav Investment House
Israel
$229K +$241K +2,510 New

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.