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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
AS
1851
Altshuler Shaham
Israel
-$167K -1,847 Closed
WG
1852
Welch Group
Alabama
-$158K -1,753 Closed
SM
1853
SG3 Management
Puerto Rico
-$135K -1,500 Closed
IUHSA
1854
Itau Unibanco Holding S.A.
Brazil
-$131K -1,455 Closed
WQ
1855
Wealth Quarterback
New Jersey
-$110K -1,218 Closed
CAN
1856
Claraphi Advisory Network
United States
-$109K -1,203 Closed
AA
1857
Advisory Alpha
Michigan
-$105K -1,100 Closed
DWM
1858
Darwin Wealth Management
Florida
-$81K -904 Closed
EWM
1859
EPG Wealth Management
Georgia
-$72K -802 Closed
ACM
1860
AUA Capital Management
Pennsylvania
-$61K -675 Closed
GSC
1861
G&S Capital
Colorado
-$48K -540 Closed
KFI
1862
Key Financial Inc
Pennsylvania
-$48K -520 Closed
LFASL
1863
Lugano Financial Advisors SA (LFA)
Switzerland
-$54K -470 Closed
GCM
1864
Gables Capital Management
Florida
-$37K -411 Closed
LSA
1865
Lion Street Advisors
Texas
-$36K -403 Closed
FA
1866
Fortis Advisors
Pennsylvania
-$32K -354 Closed
BCM
1867
Brooktree Capital Management
Michigan
-$17K -191 Closed
QAM
1868
QCI Asset Management
New York
-$16K -181 Closed
CCM
1869
Cox Capital Management
Massachusetts
-$20K -180 Closed
VEA
1870
Virtus ETF Advisers
New York
-$15K -168 Closed
RFM
1871
Royal Fund Management
Florida
-$13K -145 Closed
ARMC
1872
American Research & Management Company
Massachusetts
-$9K -100 Closed
PCA
1873
Providence Capital Advisors
North Carolina
-$9K -100 Closed
SC
1874
Steph & Co
Wisconsin
-$9K -100 Closed
SL
1875
Salomon & Ludwin
Virginia
-$8K -91 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.