We are live on ! Find out more
MDT icon

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
RBC
1726
Roble Belko & Company
Pennsylvania
$9K
FMP
1727
Financial Management Professionals
Texas
$9K +$9.21K +96 New
ADL
1728
Asset Dedication LLC
California
$8K
CWM
1729
Campbell Wealth Management
Virginia
$8K +$8.53K +89 New
TJHA
1730
Thomas J. Herzfeld Advisors
Florida
$7K -$1.53K -16 -18%
MAWCM
1731
Mine & Arao Wealth Creation & Management
California
$7K
EWM
1732
Elmwood Wealth Management
California
$7K +$3.36K +35 +92%
WAMC
1733
Western Asset Management Company
California
$7K +$5.75K +60 +375%
LFG
1734
Larson Financial Group
Missouri
$7K +$7.48K +78 New
MF
1735
Manchester Financial
California
$6K
SWM
1736
Sugarloaf Wealth Management
Georgia
$6K
SMG
1737
Spectrum Management Group
Indiana
$6K +$6.04K +63 New
ACA
1738
Atlas Capital Advisors
Wyoming
$5.87K
FCH
1739
Freestone Capital Holdings
Washington
$5.24K -$459K -4,790 -8%
HGWM
1740
Harvest Group Wealth Management
Massachusetts
$5K -$2.01K -21 -24%
CFN
1741
Cordasco Financial Network
Florida
$5K
JAM
1742
JCIC Asset Management
Ontario, Canada
$5K
TIM
1743
Tortoise Investment Management
New York
$5K
APC
1744
Aspire Private Capital
North Carolina
$5K +$4.89K +51 +1,700%
BSAM
1745
Blue Square Asset Management
New York
$5K +$5.66K +59 New
BAM
1746
Bellevue Asset Management
Washington
$4K
TFGT
1747
TS Financial Group (TSFG)
Illinois
$4K
RWB
1748
RMR Wealth Builders
New Jersey
$3K +$2.78K +29 New
TI
1749
tru Independence
Oregon
$2.88K +$9.21K +96 +2%
BHWM
1750
Bay Harbor Wealth Management
Maryland
$2K

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.