Medtronic
MDT
1,763 hedge funds and large institutions have $99.6B invested in Medtronic in 2020 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 794 increasing their positions, 656 reducing their positions, and 172 closing their positions.
66% more call options, than puts
Call options by funds: $859M | Put options by funds: $517M
21% more repeat investments, than reductions
Existing positions increased: 794 | Existing positions reduced: 656
0.37% less ownership
Funds ownership: 82.75% → 82.38% (-0.37%)
3% less funds holding
Funds holding: 1,821 → 1,763 (-58)
12% less funds holding in top 10
Funds holding in top 10: 91 → 80 (-11)
21% less capital invested
Capital invested by funds: $126B → $99.6B (-$26.2B)
21% less first-time investments, than exits
New positions opened: 136 | Existing positions closed: 172
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$332M |
| 2 |
TAM
Troy Asset Management
London,
United Kingdom
|
+$210M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$146M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$137M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$128M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$321M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$299M |
| 3 |
BlackRock
New York
|
-$288M |
| 4 |
Primecap Management
Pasadena,
California
|
-$246M |
| 5 |
Goldman Sachs
New York
|
-$223M |
MDT Hedge Fund Activity: Q1 2020 in Review
1,763 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q1 2020, worth a combined $99.6B — down 21% from $126B a quarter earlier.
Sellers outnumbered buyers: 172 funds closed out of MDT and 136 opened new positions — a net loss of 36 holders — while 656 trimmed existing stakes and 794 added.
The largest buyer was Vanguard Group, adding an estimated $332M. The largest seller was Lazard Asset Management, cutting an estimated $321M.
- 1,763 institutional investors held Medtronic (MDT) as of Q1 2020, down from 1,821 in Q4 2019.
- Funds reported $99.6B of Medtronic stock for Q1 2020, down 21% quarter-over-quarter.
- 136 funds opened new Medtronic positions in Q1 2020 and 172 closed out, a net change of -36 holders.
- The largest Medtronic buyer in Q1 2020 was Vanguard Group, an estimated $332M added.
- The largest Medtronic seller in Q1 2020 was Lazard Asset Management, an estimated $321M sold.
Based on aggregated 13F filings for Q1 2020.