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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$10.4B -$443M -4,622,375 -4%
BlackRock
2
BlackRock
New York
$10.2B +$417M +4,352,426 +4%
State Street
3
State Street
Massachusetts
$5.43B +$54.4M +567,437 +1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$4.79B -$1.44B -15,059,104 -22%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$4.65B -$203M -2,117,678 -4%
Lazard Asset Management
6
Lazard Asset Management
New York
$2.24B -$123M -1,280,656 -5%
Bank of America
7
Bank of America
North Carolina
$1.95B -$26.5M -276,201 -1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.87B +$9.39M +97,941 +0.5%
Franklin Resources
9
Franklin Resources
California
$1.82B +$23.2M +241,858 +1%
Nordea Investment Management
10
Nordea Investment Management
Sweden
$1.77B +$1.03B +10,788,699 +120%
Ameriprise
11
Ameriprise
Minnesota
$1.68B -$65.9M -687,466 -4%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.63B +$31.5M +328,988 +2%
JP Morgan Chase
13
JP Morgan Chase
New York
$1.56B +$291M +3,035,766 +22%
Northern Trust
14
Northern Trust
Illinois
$1.52B +$6.64M +69,222 +0.4%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$1.45B -$56.7M -591,813 -4%
Wells Fargo
16
Wells Fargo
California
$1.37B +$65.7M +684,910 +5%
Norges Bank
17
Norges Bank
Norway
$1.28B +$80.1M +835,616 +6%
UBS Group
18
UBS Group
Switzerland
$1.16B -$91.5M -954,661 -7%
Deutsche Bank
19
Deutsche Bank
Germany
$912M -$3.96M -41,262 -0.4%
LP
20
Longview Partners
Guernsey
$911M +$95.9M +999,930 +11%
Invesco
21
Invesco
Georgia
$892M +$3.48M +36,280 +0.4%
Morgan Stanley
22
Morgan Stanley
New York
$888M +$128M +1,331,835 +16%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$880M -$31.9M -332,478 -3%
Legal & General Group
24
Legal & General Group
United Kingdom
$851M -$8.92M -93,012 -1%
Aristotle Capital Management
25
Aristotle Capital Management
California
$728M +$48.1M +501,459 +7%

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.