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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
CCFCSB
1551
Cape Cod Five Cents Savings Bank
Massachusetts
$227K -$21K -219 -8%
CFFP
1552
Center for Financial Planning
Michigan
$226K -$2.4K -25 -1%
LP
1553
LGL Partners
Pennsylvania
$226K +$1.82K +19 +0.8%
PP
1554
Pacifica Partners
Canada
$225K -$6.71K -70 -3%
QI
1555
Qtron Investments
Massachusetts
$224K -$882K -9,193 -79%
CA
1556
Crumly & Associates
Illinois
$223K -$10.4K -108 -4%
MA
1557
MANA Advisors
New York
$223K +$233K +2,427 New
CTA
1558
Chesley Taft & Associates
Illinois
$223K +$234K +2,437 New
SIG
1559
Sky Investment Group
Connecticut
$222K
SG
1560
StoneX Group
New York
$222K +$231K +2,406 New
KWA
1561
KCS Wealth Advisory
California
$221K
NFG
1562
Nations Financial Group
Iowa
$220K +$230K +2,397 New
RCS
1563
Retirement Capital Strategies
California
$219K
TVWM
1564
Tower View Wealth Management
Wisconsin
$218K +$66.5K +694 +41%
IWP
1565
Icon Wealth Partners
Texas
$217K +$227K +2,371 New
RMAM
1566
Raab & Moskowitz Asset Management
New Jersey
$215K -$12.3K -128 -5%
IIC
1567
Integrated Investment Consultants
Michigan
$215K -$7.48K -78 -3%
ZB
1568
Zions Bancorporation
Utah
$215K -$3.55K -37 -2%
EBSAM
1569
Eubel Brady & Suttman Asset Management
Ohio
$215K +$8.05K +84 +4%
FCA
1570
FLC Capital Advisors
California
$214K -$97.3K -1,015 -31%
FCB
1571
First Command Bank
Texas
$214K
FCFS
1572
First Command Financial Services
Texas
$214K
EFSCE
1573
Enterprise Financial Services Corp (EFSC)
Missouri
$213K -$9.4K -98 -4%
SAM
1574
Sequent Asset Management
Texas
$212K
LWAC
1575
Laurel Wealth Advisors (California)
California
$212K +$4.03K +42 +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.