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Medtronic

1,958 hedge funds and large institutions have $128B invested in Medtronic in 2020 Q4 according to their latest regulatory filings, with 255 funds opening new positions, 832 increasing their positions, 653 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 255 | Existing positions closed: 85

27% more repeat investments, than reductions

Existing positions increased: 832 | Existing positions reduced: 653

13% more capital invested

Capital invested by funds: $113B → $128B (+$15.1B)

13% more funds holding in top 10

Funds holding in top 10: 6270 (+8)

8% more funds holding

Funds holding: 1,8111,958 (+147)

0.26% less ownership

Funds ownership: 81.08%80.82% (-0.26%)

13% less call options, than puts

Call options by funds: $878M | Put options by funds: $1.01B

Holders
1,958
Holders Change
+147
Holders Change %
+8.12%
% of All Funds
34.64%
Holding in Top 10
70
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+12.9%
% of All Funds
1.24%
New
255
Increased
832
Reduced
653
Closed
85
Calls
$878M
Puts
$1.01B
Net Calls
-$134M
Net Calls Change
-$151M
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
176
Gateway Investment Advisers
Ohio
$63.3M -$3.59M -32,615 -6%
Retirement Systems of Alabama
177
Retirement Systems of Alabama
Alabama
$63.3M -$179K -1,630 -0.3%
JIC
178
Johnson Investment Counsel
Ohio
$63.2M +$1.34M +12,166 +2%
TCM
179
Tekla Capital Management
Massachusetts
$62.7M
LFG
180
Lazard Frères Gestion
France
$62.6M +$58.6M +532,600 New
CBUSF
181
Construction & Building Unions Superannuation Fund
Australia
$60.8M
Macquarie Group
182
Macquarie Group
Australia
$60.7M -$1.69M -15,379 -3%
TAM
183
Todd Asset Management
Kentucky
$60.2M -$1.04M -9,455 -2%
BNP Paribas Asset Management
184
BNP Paribas Asset Management
France
$59.5M +$3.53M +32,070 +7%
Millennium Management
185
Millennium Management
New York
$58.2M -$33.6M -305,656 -38%
William Blair & Company
186
William Blair & Company
Illinois
$58M -$885K -8,036 -2%
Nisa Investment Advisors
187
Nisa Investment Advisors
Missouri
$57.1M +$1.22M +11,070 +2%
PP
188
Prudential plc
United Kingdom
$56.9M -$16.7M -151,968 -24%
ACI
189
AMP Capital Investors
Australia
$56.7M +$450K +4,086 +0.8%
Mitsubishi UFJ Asset Management
190
Mitsubishi UFJ Asset Management
Japan
$56.6M +$2.32M +21,091 +5%
Federated Hermes
191
Federated Hermes
Pennsylvania
$56M -$7.79M -70,764 -13%
MWNA
192
Marshall Wace North America
New York
$55.9M +$26.1M +236,942 +99%
ZIM
193
Zacks Investment Management
Illinois
$54.6M -$1.86M -16,903 -4%
BG
194
Bellevue Group
Switzerland
$54M -$40.8M -370,192 -45%
PCH
195
Polar Capital Holdings
United Kingdom
$53.4M +$50.1M +455,500 New
Mariner
196
Mariner
Kansas
$52.6M +$5.5M +49,983 +13%
TRSOTSOK
197
Teachers Retirement System of the State of Kentucky
Kentucky
$51.3M -$2.56M -23,250 -5%
LPL Financial
198
LPL Financial
California
$51.3M +$8.93M +81,148 +23%
M&T Bank
199
M&T Bank
New York
$51.1M +$1.19M +10,785 +3%
ERSOT
200
Employees Retirement System of Texas
Texas
$50.4M +$15.3M +138,578 +47%

MDT Hedge Fund Activity: Q4 2020 in Review

1,958 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q4 2020, worth a combined $128B — up 13% from $113B a quarter earlier.

Buyers outnumbered sellers: 255 funds opened new MDT positions and 85 closed out — a net gain of 170 holders — while 832 added to existing stakes and 653 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $317M. The largest seller was Wellington Management Group, cutting an estimated $636M.

  • 1,958 institutional investors held Medtronic (MDT) as of Q4 2020, up from 1,811 in Q3 2020.
  • Funds reported $128B of Medtronic stock for Q4 2020, up 13% quarter-over-quarter.
  • 255 funds opened new Medtronic positions in Q4 2020 and 85 closed out, a net change of +170 holders.
  • The largest Medtronic buyer in Q4 2020 was T. Rowe Price Associates, an estimated $317M added.
  • The largest Medtronic seller in Q4 2020 was Wellington Management Group, an estimated $636M sold.

Based on aggregated 13F filings for Q4 2020.