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Medtronic

2,023 hedge funds and large institutions have $180B invested in Medtronic in 2021 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 936 increasing their positions, 675 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 79

39% more repeat investments, than reductions

Existing positions increased: 936 | Existing positions reduced: 675

8% more call options, than puts

Call options by funds: $1.09B | Put options by funds: $1.01B

1% more funds holding

Funds holding: 2,0032,023 (+20)

1% more capital invested

Capital invested by funds: $179B → $180B (+$988M)

0.7% less ownership

Funds ownership: 80.98%80.28% (-0.7%)

2% less funds holding in top 10

Funds holding in top 10: 5655 (-1)

Holders
2,023
Holders Change
+20
Holders Change %
+1%
% of All Funds
35.42%
Holding in Top 10
55
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.79%
% of All Funds
0.96%
New
125
Increased
936
Reduced
675
Closed
79
Calls
$1.09B
Puts
$1.01B
Net Calls
+$77.1M
Net Calls Change
-$39.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
301
Tamarack Advisers
California
$25.1M -$6.47M -50,000 -20%
RMCM
302
Reynders McVeigh Capital Management
Massachusetts
$24.9M +$3.46M +26,713 +16%
SCI
303
S&CO Inc
Massachusetts
$24.9M
Brown Advisory
304
Brown Advisory
Maryland
$24.7M +$3.7M +28,564 +17%
FDCDDQ
305
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.6M +$490K +3,788 +2%
Mirae Asset Global Investments
306
Mirae Asset Global Investments
South Korea
$24.5M +$2.31M +17,822 +10%
Millennium Management
307
Millennium Management
New York
$24.1M -$179M -1,384,839 -88%
First Eagle Investment Management
308
First Eagle Investment Management
New York
$23.9M -$212K -1,640 -0.9%
CTI
309
Community Trust & Investment
Kentucky
$23.6M +$1.81M +13,979 +8%
BF
310
BOK Financial
Oklahoma
$23.6M +$24.3M +188,045 New
CA
311
Capitolis Advisors
New York
$23.4M -$1.88M -14,549 -7%
CS
312
Central Securities
New York
$23.2M -$1.29M -10,000 -5%
SGA
313
Sector Gamma AS
Norway
$23.2M -$3.16M -24,428 -12%
GC
314
Guggenheim Capital
Illinois
$23.1M +$351K +2,710 +1%
NIM
315
Nexus Investment Management
Ontario, Canada
$23.1M -$9.19K -71 -0%
FGP
316
Foyston, Gordon, & Payne
Ontario, Canada
$23M -$960K -7,420 -4%
Caisse de Depot et Placement du Quebec (CDPQ)
317
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$23M +$23.3M +179,930 +5,141%
TFM
318
TPI Fund Managers
United Kingdom
$22.9M +$143K +1,107 +0.6%
MML Investors Services
319
MML Investors Services
Massachusetts
$22.7M +$1.63M +12,625 +8%
OC
320
Oppenheimer & Co
New York
$22.6M +$642K +4,959 +3%
PAS
321
Professional Advisory Services
Florida
$22.6M +$4.79K +37 +0%
CAM
322
Cidel Asset Management
Ontario, Canada
$22.6M +$365K +2,821 +2%
Qube Research & Technologies (QRT)
323
Qube Research & Technologies (QRT)
United Kingdom
$22.1M +$3.48M +26,897 +18%
FP
324
Foundry Partners
Minnesota
$22.1M -$249K -1,925 -1%
EHC
325
Everett Harris & Co
California
$21.9M -$327K -2,525 -1%

MDT Hedge Fund Activity: Q3 2021 in Review

2,023 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q3 2021, worth a combined $180B — up 0.55% from $179B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new MDT positions and 79 closed out — a net gain of 46 holders — while 936 added to existing stakes and 675 trimmed.

The largest buyer was Sustainable Growth Advisers, adding an estimated $250M. The largest seller was JP Morgan Chase, cutting an estimated $265M.

  • 2,023 institutional investors held Medtronic (MDT) as of Q3 2021, up from 2,003 in Q2 2021.
  • Funds reported $180B of Medtronic stock for Q3 2021, up 0.55% quarter-over-quarter.
  • 125 funds opened new Medtronic positions in Q3 2021 and 79 closed out, a net change of +46 holders.
  • The largest Medtronic buyer in Q3 2021 was Sustainable Growth Advisers, an estimated $250M added.
  • The largest Medtronic seller in Q3 2021 was JP Morgan Chase, an estimated $265M sold.

Based on aggregated 13F filings for Q3 2021.