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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
FWIA
276
Fort Washington Investment Advisors
Ohio
$28.5M +$969K +7,720 +3%
ACA
277
Anchor Capital Advisors
Massachusetts
$28.3M +$108K +857 +0.4%
CT
278
Cambridge Trust
Massachusetts
$28M -$123K -979 -0.4%
MCM
279
Moore Capital Management
New York
$28M +$28.3M +225,302 New
TPSF
280
Texas Permanent School Fund
Texas
$27.7M -$200K -1,593 -0.7%
CPSAC
281
Chas P. Smith & Associates (CPS)
Florida
$27.4M +$596K +4,748 +2%
SI
282
Stephens Inc
Arkansas
$27.3M +$2.49M +19,871 +10%
Nomura Holdings
283
Nomura Holdings
Japan
$27.2M +$26.6M +211,921 +2,843%
Carson Wealth (CWM LLC)
284
Carson Wealth (CWM LLC)
Nebraska
$27M
KFC
285
Klingenstein Fields & Co
New York
$26.8M +$879 +7 +0%
GD
286
Grandfield & Dodd
New York
$26.7M +$349K +2,783 +1%
HHAA
287
Henry H. Armstrong Associates
Pennsylvania
$26.6M -$123K -980 -0.5%
BFS
288
Bradley Foster & Sargent
Connecticut
$26.2M +$872K +6,946 +3%
CCMG
289
Clark Capital Management Group
Pennsylvania
$26.1M -$21.3M -169,582 -45%
FCI
290
Financial Counselors Inc
Kansas
$26M +$602K +4,797 +2%
SGA
291
Sector Gamma AS
Norway
$26M -$2.54M -20,195 -9%
CA
292
Capitolis Advisors
New York
$25.9M +$8.42M +67,089 +47%
BGIM
293
Brandywine Global Investment Management
Pennsylvania
$25.8M -$251K -2,000 -1%
DIA
294
Davidson Investment Advisors
Montana
$25.7M -$434K -3,455 -2%
BCM
295
Becker Capital Management
Oregon
$25.6M +$406K +3,233 +2%
MFAM
296
Motley Fool Asset Management
Virginia
$25.5M +$25.8M +205,272 New
BPB
297
Badgley, Phelps & Bell
Washington
$25.3M +$1.28M +10,199 +5%
SIA
298
Sit Investment Associates
Minnesota
$25M +$308K +2,455 +1%
TAM
299
Trillium Asset Management
Massachusetts
$24.9M +$131K +1,044 +0.5%
Renaissance Technologies
300
Renaissance Technologies
New York
$24.9M +$25.2M +200,341 New

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.