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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
SFG
1576
Sunburst Financial Group
Alabama
$211K -$6.9K -72 -3%
TC
1577
Truvestments Capital
Florida
$211K +$68.5K +714 +45%
GIM
1578
Goelzer Investment Management
Indiana
$208K -$94.5K -986 -30%
AB
1579
Atlas Brown
Kentucky
$207K +$216K +2,252 New
SAM
1580
SP Asset Management
California
$206K -$25.1K -262 -10%
HKIM
1581
Hayek Kallen Investment Management
Alabama
$205K -$76.6K -799 -26%
WAAG
1582
Wealth Alliance Advisory Group
Kansas
$205K +$215K +2,239 New
HR
1583
Hayden Royal
North Carolina
$203K -$52K -542 -20%
LC
1584
Lincoln Capital
Nebraska
$201K +$210K +2,191 New
LWA
1585
Lineweaver Wealth Advisors
Ohio
$201K +$211K +2,197 New
SG
1586
Somerset Group
Minnesota
$200K +$210K +2,186 New
BG
1587
Berry Group
Massachusetts
$200K +$210K +2,186 New
OIA
1588
Optimum Investment Advisors
Illinois
$199K +$11.1K +116 +6%
GWS
1589
Glassman Wealth Services
Virginia
$193K +$8.63K +90 +4%
EWM
1590
Endurance Wealth Management
Rhode Island
$191K
WOC
1591
West Oak Capital
California
$191K
CCG
1592
Ceeto Capital Group
Florida
$185K -$479K -5,000 -71%
TFA
1593
Transamerica Financial Advisors
Florida
$184K +$192K +2,002 New
MME
1594
Meag Munich Ergo
Germany
$183K
LPIC
1595
LeJeune Puetz Investment Counsel
Michigan
$180K
AWA
1596
Arkadios Wealth Advisors
Georgia
$177K +$15.1K +157 +9%
CWC
1597
Carolinas Wealth Consulting
North Carolina
$177K +$184K +1,914 New
BAM
1598
Barrett Asset Management
New York
$173K +$24.4K +254 +16%
PWP
1599
Principle Wealth Partners
Connecticut
$166K +$173K +1,808 New
SIAS
1600
Shine Investment Advisory Services
Colorado
$155K -$1.63K -17 -1%

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.