We are live on ! Find out more
MDT icon

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
HTI
351
Hikari Tsushin Inc
Japan
$17.4M
DWT
352
Dorsey & Whitney Trust
South Dakota
$16.9M -$500K -3,983 -3%
PP
353
Prudential plc
United Kingdom
$16.9M -$42.3M -336,499 -71%
TU
354
TDAM USA
Ontario, Canada
$16.8M +$1.75M +13,918 +12%
AA
355
Apriem Advisors
California
$16.6M -$42.9K -342 -0.3%
MCM
356
MAI Capital Management
Ohio
$16.5M +$868K +6,910 +5%
NAM
357
Nissay Asset Management
Japan
$16.5M +$942K +7,501 +6%
HVIA
358
Hudson Valley Investment Advisors
New York
$16.4M +$80.7K +643 +0.5%
DDPIC
359
Deroy & Devereaux Private Investment Counsel
Michigan
$16.4M -$64.2K -511 -0.4%
FBA
360
Front Barnett Associates
Illinois
$16.4M +$128K +1,018 +0.8%
VC
361
Vestor Capital
Illinois
$16.4M -$735K -5,853 -4%
B
362
BP
United Kingdom
$16.4M -$3.95M -31,447 -19%
FWCM
363
Ferguson Wellman Capital Management
Oregon
$16.3M -$258K -2,056 -2%
CB
364
Commerce Bank
Missouri
$16.2M +$95.8K +763 +0.6%
NPA
365
Nichols & Pratt Advisers
Massachusetts
$16.1M +$163K +1,300 +1%
Cambridge Investment Research Advisors
366
Cambridge Investment Research Advisors
Iowa
$16.1M +$348K +2,774 +2%
WP
367
WealthPLAN Partners
Nebraska
$15.9M +$1.23M +9,775 +8%
FNBOO
368
First National Bank of Omaha
Nebraska
$15.9M
HWA
369
Heritage Wealth Advisors
Virginia
$15.8M +$1.68M +13,357 +12%
WC
370
Woodstock Corp
Massachusetts
$15.8M -$129K -1,025 -0.8%
DT
371
Diversified Trust
Tennessee
$15.7M -$169K -1,347 -1%
PCM
372
Penserra Capital Management
California
$15.6M +$15.8M +125,661 New
BCP
373
Blue Chip Partners
Michigan
$15.5M +$426K +3,396 +3%
CK
374
Cohen Klingenstein
New York
$15.5M
CCM
375
Chilton Capital Management
Texas
$15.5M +$5.78K +46 +0%

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.