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Medtronic

2,004 hedge funds and large institutions have $179B invested in Medtronic in 2021 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 858 increasing their positions, 735 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 92

39% more capital invested

Capital invested by funds: $129B → $179B (+$49.7B)

17% more repeat investments, than reductions

Existing positions increased: 858 | Existing positions reduced: 735

15% more call options, than puts

Call options by funds: $892M | Put options by funds: $775M

6% more funds holding in top 10

Funds holding in top 10: 5356 (+3)

1% more funds holding

Funds holding: 1,9762,004 (+28)

2.06% less ownership

Funds ownership: 83.03%80.98% (-2.1%)

Holders
2,004
Holders Change
+28
Holders Change %
+1.42%
% of All Funds
34.88%
Holding in Top 10
56
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.66%
% of All Funds
0.97%
New
146
Increased
858
Reduced
735
Closed
92
Calls
$892M
Puts
$775M
Net Calls
+$117M
Net Calls Change
+$44.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FAF
251
Första AP-fonden
Sweden
$31.9M +$3.73M +29,700 +13%
URS
252
Utah Retirement Systems
Utah
$31.8M -$201K -1,600 -0.6%
SLAM
253
Swiss Life Asset Management
$31.5M +$514K +4,096 +2%
Luther King Capital Management (LKCM)
254
Luther King Capital Management (LKCM)
Texas
$31.4M -$1.84M -14,684 -5%
TA
255
Tamarack Advisers
California
$31M -$6.28M -50,000 -17%
AAM
256
Advisors Asset Management
Colorado
$31M -$1.61M -12,789 -5%
A
257
AustralianSuper
Australia
$31M +$25.9K +206 +0.1%
BCIM
258
British Columbia Investment Management
British Columbia, Canada
$31M +$3.59M +28,556 +13%
Impax Asset Management Group
259
Impax Asset Management Group
United Kingdom
$30.8M +$4.31M +34,300 +16%
CIBC World Market
260
CIBC World Market
Ontario, Canada
$30.6M +$1.09M +8,711 +4%
PTC
261
Philadelphia Trust Company
Pennsylvania
$30.5M -$184K -1,464 -0.6%
DS
262
Dudley & Shanley
Florida
$30.3M -$1.74M -13,860 -5%
CIM
263
Confluence Investment Management
Missouri
$30.3M +$362K +2,880 +1%
GF
264
Gabelli Funds
New York
$30.2M +$3.17M +25,268 +12%
CFB
265
Cullen/Frost Bankers
Texas
$30.1M +$515K +4,104 +2%
MHC
266
Meyer Handelman Company
New York
$30.1M -$860K -6,853 -3%
Los Angeles Capital Management
267
Los Angeles Capital Management
California
$30.1M -$7.66M -61,012 -20%
SOADOR
268
State of Alaska Department of Revenue
Alaska
$29.8M +$166K +1,326 +0.6%
PWAG
269
Polaris Wealth Advisory Group
California
$29.6M +$1.84M +14,635 +7%
VDI
270
Vaughan David Investments
Illinois
$29.6M +$893K +7,113 +3%
FMW
271
Farr Miller & Washington
District of Columbia
$29.5M +$67.9K +541 +0.2%
BPCE
272
Bank Pictet & Cie (Europe)
Germany
$29.5M -$27.1M -215,833 -48%
HW
273
Hancock Whitney
Mississippi
$29.3M -$326K -2,594 -1%
FP
274
Financial Perspectives
Minnesota
$28.9M -$3.42B -27,231,047 -99%
MA
275
MUFG Americas
New York
$28.5M +$2.07M +16,490 +8%

MDT Hedge Fund Activity: Q2 2021 in Review

2,004 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q2 2021, worth a combined $179B — up 39% from $129B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new MDT positions and 92 closed out — a net gain of 54 holders — while 858 added to existing stakes and 735 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $419M. The largest seller was Financial Perspectives, cutting an estimated $3.42B.

  • 2,004 institutional investors held Medtronic (MDT) as of Q2 2021, up from 1,976 in Q1 2021.
  • Funds reported $179B of Medtronic stock for Q2 2021, up 39% quarter-over-quarter.
  • 146 funds opened new Medtronic positions in Q2 2021 and 92 closed out, a net change of +54 holders.
  • The largest Medtronic buyer in Q2 2021 was Capital Research Global Investors, an estimated $419M added.
  • The largest Medtronic seller in Q2 2021 was Financial Perspectives, an estimated $3.42B sold.

Based on aggregated 13F filings for Q2 2021.