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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
JSC
1676
Jackson Square Capital
California
$42K -$3.84K -40 -8%
PG
1677
Proffitt & Goodson
Tennessee
$38K
CFG
1678
CKW Financial Group
Hawaii
$37K
SA
1679
SRH Advisors
Kansas
$37K
FIA
1680
FNY Investment Advisers
New York
$36K -$1.45M -15,160 -97%
CAGAS
1681
Capital Advisory Group Advisory Services
Minnesota
$35K -$47.9K -500 -57%
HFA
1682
HC Financial Advisors
California
$35K
HR
1683
Howe & Rusling
New York
$35K +$8.63K +90 +31%
RFA
1684
Reilly Financial Advisors
California
$34K -$575 -6 -2%
CB
1685
CNB Bank
Pennsylvania
$30K +$9.11K +95 +41%
SIS
1686
Sound Income Strategies
Florida
$29K +$4.32K +45 +17%
JWA
1687
JFS Wealth Advisors
Pennsylvania
$29K +$11.7K +122 +65%
GAM
1688
Gemmer Asset Management
California
$28K -$5.27K -55 -15%
SFPG
1689
Stonebridge Financial Planning Group
Florida
$28K
BC
1690
Barnett & Company
Tennessee
$27K
TC
1691
Trust Company
Kansas
$27K
PW
1692
Price Wealth
Texas
$27K +$11.8K +123 +73%
TCM
1693
Tradewinds Capital Management
Washington
$26K
EWA
1694
Evolution Wealth Advisors
Florida
$25K +$20.9K +218 +404%
HS
1695
Horan Securities
United States
$24K +$22.2K +232 +773%
PFO
1696
Pathstone Family Office
New Jersey
$22K -$54.1K -564 -70%
LS
1697
Leelyn Smith
Illinois
$22K -$31.5K -328 -58%
RCC
1698
Red Cedar Capital
Nebraska
$21K
VCM
1699
Versant Capital Management
Arizona
$21K +$5.95K +62 +35%
APWM
1700
Atlas Private Wealth Management
New York
$20K +$5.75K +60 +39%

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.