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Medtronic

1,810 hedge funds and large institutions have $113B invested in Medtronic in 2020 Q3 according to their latest regulatory filings, with 153 funds opening new positions, 786 increasing their positions, 663 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 85

19% more repeat investments, than reductions

Existing positions increased: 786 | Existing positions reduced: 663

13% more funds holding in top 10

Funds holding in top 10: 5562 (+7)

12% more capital invested

Capital invested by funds: $101B → $113B (+$12B)

3% more funds holding

Funds holding: 1,7591,810 (+51)

2% more call options, than puts

Call options by funds: $806M | Put options by funds: $789M

1.11% less ownership

Funds ownership: 82.19%81.08% (-1.1%)

Holders
1,810
Holders Change
+51
Holders Change %
+2.9%
% of All Funds
36.52%
Holding in Top 10
62
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+12.73%
% of All Funds
1.25%
New
153
Increased
786
Reduced
663
Closed
85
Calls
$806M
Puts
$789M
Net Calls
+$17.4M
Net Calls Change
+$71.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MME
1876
Meag Munich Ergo
Germany
-$183K -2,000 Closed
PWP
1877
Principle Wealth Partners
Connecticut
-$166K -1,808 Closed
C
1878
Cerebellum
California
-$128K -1,580 Closed
FANJ
1879
Financial Architects (New Jersey)
New Jersey
-$140K -1,527 Closed
RDWM
1880
Red Door Wealth Management
Tennessee
-$134K -1,469 Closed
AWM
1881
Apollon Wealth Management
South Carolina
-$86K -937 Closed
BL
1882
Balentine LLC
Georgia
-$84K -911 Closed
THWM
1883
Taylor Hoffman Wealth Management
Virginia
-$71K -770 Closed
SQA
1884
Simon Quick Advisors
New Jersey
-$67K -728 Closed
EWP
1885
Engrave Wealth Partners
Texas
-$48K -524 Closed
EC
1886
Estate Counselors
Wisconsin
-$46K -506 Closed
FIA
1887
FNY Investment Advisers
New York
-$36K -400 Closed
FWM
1888
FSA Wealth Management
Massachusetts
-$18K -200 Closed
MWA
1889
MFA Wealth Advisors
Pennsylvania
-$15.5K -169 Closed
RCA
1890
Reitz Capital Advisors
Michigan
-$14K -150 Closed
AWMS
1891
Advocacy Wealth Management Services
Georgia
-$13K -137 Closed
AP
1892
Atwood & Palmer
Missouri
-$9K -100 Closed
CWM
1893
Campbell Wealth Management
Virginia
-$8K -89 Closed
WAMC
1894
Western Asset Management Company
California
-$7K -76 Closed
ACA
1895
Atlas Capital Advisors
Wyoming
-$5.87K -64 Closed
BSAM
1896
Blue Square Asset Management
New York
-$5K -59 Closed
BHWM
1897
Bay Harbor Wealth Management
Maryland
-$2K -20 Closed
FWM
1898
Filbrandt Wealth Management
Wisconsin
-$1K -6 Closed

MDT Hedge Fund Activity: Q3 2020 in Review

1,810 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q3 2020, worth a combined $113B — up 12% from $101B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new MDT positions and 85 closed out — a net gain of 68 holders — while 786 added to existing stakes and 663 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $321M. The largest seller was Nordea Investment Management, cutting an estimated $1.04B.

  • 1,810 institutional investors held Medtronic (MDT) as of Q3 2020, up from 1,759 in Q2 2020.
  • Funds reported $113B of Medtronic stock for Q3 2020, up 12% quarter-over-quarter.
  • 153 funds opened new Medtronic positions in Q3 2020 and 85 closed out, a net change of +68 holders.
  • The largest Medtronic buyer in Q3 2020 was AllianceBernstein, an estimated $321M added.
  • The largest Medtronic seller in Q3 2020 was Nordea Investment Management, an estimated $1.04B sold.

Based on aggregated 13F filings for Q3 2020.