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
LFG
1751
LifePlan Financial Group
Ohio
$2K
NC
1752
NewSquare Capital
Pennsylvania
$2K
CS
1753
Candriam SCA
Luxembourg
$2K +$1.15K +12 +86%
JG
1754
Jefferies Group
New York
$1.84K -$6.3M -65,732 -77%
WIM
1755
Westside Investment Management
California
$1.2K -$1.63K -17 -0.1%
FWM
1756
Filbrandt Wealth Management
Wisconsin
$1K -$384 -4 -40%
UFF
1757
USA Financial Formulas
Michigan
$1K -$96 -1 -13%
LWA
1758
Lowe Wealth Advisors
Maryland
$1K
RWG
1759
Regal Wealth Group
California
$1K
SWM
1760
Selective Wealth Management
Virginia
$1K
SFA
1761
Semmax Financial Advisors
North Carolina
$1K
ST
1762
Sageworth Trust
Pennsylvania
$1K +$767 +8 New
Alyeska Investment Group
1763
Alyeska Investment Group
Illinois
-$46.2M -512,331 Closed
ZIG
1764
Zurich Insurance Group
Switzerland
-$40M -443,815 Closed
GTP
1765
Global Thematic Partners
New York
-$26.6M -294,892 Closed
KCM
1766
Kensico Capital Management
Connecticut
-$22.1M -245,000 Closed
AB
1767
Amalgamated Bank
New York
-$17.7M -196,649 Closed
FP
1768
Foundry Partners
Minnesota
-$17.5M -194,550 Closed
PMAM
1769
Picton Mahoney Asset Management
Ontario, Canada
-$15.2M -168,140 Closed
PIA
1770
Piedmont Investment Advisors
North Carolina
-$11M -122,189 Closed
IHAM
1771
Integral Health Asset Management
New York
-$10.4M -115,000 Closed
AIA
1772
AGF Investments America
Ontario, Canada
-$6.28M -69,666 Closed
KOCAA
1773
Knights of Columbus Asset Advisors
Connecticut
-$5.45M -60,425 Closed
UAM
1774
UAS Asset Management
New York
-$5.42M -60,108 Closed
Qube Research & Technologies (QRT)
1775
Qube Research & Technologies (QRT)
United Kingdom
-$5.22M -57,860 Closed

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.