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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
APWA
1701
Atlas Private Wealth Advisors
New Jersey
$19K +$19.8K +206 New
Bank Julius Baer & Co
1702
Bank Julius Baer & Co
Switzerland
$18K -$37.5K -391 -66%
RCA
1703
Ranch Capital Advisors
Florida
$18K -$13.9K -145 -44%
CAC
1704
Certified Advisory Corp
Florida
$18K
FWM
1705
FSA Wealth Management
Massachusetts
$18K
IWP
1706
IAG Wealth Partners
Wisconsin
$18K
AWA
1707
Artemis Wealth Advisors
New York
$18K
HF
1708
Halpern Financial
Virginia
$17.5K +$9.21K +96 +101%
RTC
1709
Riverview Trust Company
Washington
$17K
VRM
1710
Vectors Research Management
New York
$16K -$2.3K -24 -12%
MWA
1711
MFA Wealth Advisors
Pennsylvania
$15.5K +$16.2K +169 New
WLPWM
1712
Walled Lake Planning & Wealth Management
Illinois
$15K +$3.84K +40 +33%
LWANC
1713
Laurel Wealth Advisors (North Carolina)
North Carolina
$14K
RCA
1714
Reitz Capital Advisors
Michigan
$14K +$14.4K +150 New
AWMS
1715
Advocacy Wealth Management Services
Georgia
$13K -$11.3K -118 -46%
GWMIA
1716
Global Wealth Management Investment Advisory
Florida
$13K
RIA
1717
RPG Investment Advisory
California
$13K +$13.8K +144 New
AJ
1718
Ashburton (Jersey)
Jersey
$12K -$530K -5,531 -98%
BWA
1719
Burt Wealth Advisors
Maryland
$12K
JWM
1720
Janiczek Wealth Management
Colorado
$12K +$12.9K +135 New
TF
1721
TimeScale Financial
Massachusetts
$11K
AA
1722
AlphaMark Advisors
Kentucky
$9K -$3.55K -37 -27%
AP
1723
Atwood & Palmer
Missouri
$9K
DOA
1724
D'Orazio & Associates
Virginia
$9K
KC
1725
Knuff & Co
California
$9K

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.