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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
FWM
1601
Focused Wealth Management
New York
$150K +$13.2K +138 +9%
PCIA
1602
Prime Capital Investment Advisors
Kansas
$147K -$9.88K -103 -6%
SIC
1603
Salem Investment Counselors
North Carolina
$144K
HWM
1604
HighMark Wealth Management
Minnesota
$142K +$3.36K +35 +2%
FANJ
1605
Financial Architects (New Jersey)
New Jersey
$140K -$53.1K -554 -27%
CA
1606
Centerpoint Advisors
Massachusetts
$138K +$5.75K +60 +4%
RDWM
1607
Red Door Wealth Management
Tennessee
$134K
EIP
1608
Ellis Investment Partners
Pennsylvania
$131K +$384 +4 +0.3%
PMFA
1609
Plante Moran Financial Advisors
Michigan
$131K +$384 +4 +0.3%
C
1610
Cerebellum
California
$128K +$152K +1,580 New
GTAM
1611
Global Trust Asset Management
Florida
$127K -$2.49K -26 -2%
TSW
1612
Thompson Siegel & Walmsley
Virginia
$121K -$19.2K -200 -13%
WCG
1613
Weaver Consulting Group
California
$119K +$20.6K +215 +20%
EW
1614
Evoke Wealth
California
$118K -$1.05K -11 -0.9%
ME
1615
McIlrath & Eck
Washington
$115K +$28.1K +293 +30%
CFO
1616
CVA Family Office
Colorado
$112K +$58.3K +608 +99%
TAIM
1617
TD Ameritrade Investment Management
Nebraska
$111K +$15.3K +160 +15%
LWM
1618
Liberty Wealth Management
California
$106K -$3.93K -41 -3%
BFC
1619
Bedel Financial Consulting
Indiana
$103K -$89.5K -933 -45%
SL
1620
Savior LLC
Massachusetts
$101K -$9.97K -104 -9%
DWA
1621
Dougherty Wealth Advisers
Minnesota
$101K
Daiwa Securities Group
1622
Daiwa Securities Group
Japan
$96K
DMK
1623
David M. Knott
$96K
CAM
1624
Costello Asset Management
Pennsylvania
$96K +$100K +1,045 New
IRC
1625
Investors Research Corp
Georgia
$94K

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.