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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
SFSIG
1626
San Francisco Sentry Investment Group
California
$92K -$18.3K -191 -16%
AWM
1627
Apollon Wealth Management
South Carolina
$86K +$89.8K +937 New
BL
1628
Balentine LLC
Georgia
$84K +$52K +542 +147%
AIM
1629
Arcadia Investment Management
Michigan
$83K
NSB
1630
Norway Savings Bank
Maine
$83K +$4.79K +50 +6%
M
1631
MOTCO
Texas
$82K -$19.2K -200 -18%
IBOK
1632
Independence Bank of Kentucky
Kentucky
$82K
HFM
1633
Harvest Fund Management
China
$81K -$99K -1,032 -54%
PCM
1634
Penserra Capital Management
California
$81K -$15.9K -166 -16%
MHR
1635
Matthew Hamilton Rosenberg
$81K +$9.69K +101 +13%
LF
1636
Lee Financial
Texas
$79K +$28.8K +300 +53%
BWM
1637
Baystate Wealth Management
Massachusetts
$78K +$5.08K +53 +7%
SIAP
1638
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$73K
CCA
1639
Column Capital Advisors
Indiana
$71K +$12.7K +132 +20%
THWM
1640
Taylor Hoffman Wealth Management
Virginia
$71K +$73.8K +770 New
NO
1641
Ninety One
South Africa
$69K -$420K -4,377 -85%
SNT
1642
Security National Trust
West Virginia
$68K +$23.7K +247 +50%
SQA
1643
Simon Quick Advisors
New Jersey
$67K +$1.15K +12 +2%
Kayne Anderson Rudnick Investment Management
1644
Kayne Anderson Rudnick Investment Management
California
$65K
NG
1645
NWK Group
California
$65K +$68.3K +712 New
AFIA
1646
America First Investment Advisors
Nebraska
$64K
HCM
1647
Horrell Capital Management
Arkansas
$64K
RIM
1648
Rockbridge Investment Management
New York
$63K +$66.2K +690 New
BWA
1649
BDO Wealth Advisors
Florida
$60K -$2.69K -28 -4%
EARNEST Partners
1650
EARNEST Partners
Georgia
$60K

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.