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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
SBWIC
376
Schaper Benz & Wise Investment Counsel
Wisconsin
$15.4M -$1.26K -10 -0%
ECM
377
Estabrook Capital Management
New York
$15.4M -$530K -4,225 -3%
GC
378
Grimes & Company
Massachusetts
$15.3M +$135K +1,072 +0.9%
CA
379
Cornerstone Advisors
North Carolina
$15.3M +$15.4M +123,000 New
MCM
380
McRae Capital Management
New Jersey
$15.2M +$72.7K +579 +0.5%
Jones Financial Companies
381
Jones Financial Companies
Missouri
$14.9M +$192K +1,527 +1%
BCI
382
Brinker Capital Investments
Pennsylvania
$14.7M +$89.5K +713 +0.6%
PAG
383
Private Advisor Group
New Jersey
$14.7M +$1.1M +8,761 +8%
TBA
384
Tower Bridge Advisors
Pennsylvania
$14.5M -$86.5K -689 -0.6%
TF
385
TIAA FSB
Florida
$14.5M -$166K -1,322 -1%
NONA
386
Ninety One North America
New York
$14.4M -$97.1K -773 -0.7%
NCM
387
Noesis Capital Mangement
Florida
$14.4M +$243K +1,932 +2%
GW
388
GW & Wade
Massachusetts
$14.4M +$288K +2,297 +2%
MFWM
389
Motley Fool Wealth Management
Virginia
$14.4M -$7.39M -58,821 -34%
MAM
390
Meeder Asset Management
Ohio
$14.3M -$15.8K -126 -0.1%
RCYC
391
Richard C. Young & Co
Rhode Island
$14.2M +$334K +2,658 +2%
SAM
392
Securian Asset Management
Minnesota
$14.1M -$116K -920 -0.8%
OPERF
393
Oregon Public Employees Retirement Fund
Oregon
$14M +$91.4K +728 +0.7%
BWP
394
Baldwin Wealth Partners
Massachusetts
$13.9M -$552K -4,395 -4%
GIM
395
Grassi Investment Management
California
$13.9M +$18.8K +150 +0.1%
BCM
396
Bourgeon Capital Management
Connecticut
$13.9M +$881K +7,020 +7%
FNT
397
First National Trust
Pennsylvania
$13.8M +$423K +3,365 +3%
NB
398
Norinchukin Bank
Japan
$13.8M -$101K -805 -0.7%
SCA
399
Stillwater Capital Advisors
Pennsylvania
$13.8M +$1.26K +10 +0%
CCP
400
Clarkston Capital Partners
Michigan
$13.8M +$884K +7,042 +7%

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.