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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
ECG
401
Edge Capital Group
Georgia
$13.5M -$331K -2,638 -2%
CA
402
Cullinan Associates
Kentucky
$13.4M +$2.07M +16,450 +18%
Squarepoint
403
Squarepoint
New York
$13.2M -$23.2M -184,802 -63%
SCM
404
Snyder Capital Management
California
$13.2M +$2.41M +19,229 +22%
BIC
405
Beach Investment Counsel
Pennsylvania
$13.2M -$3.29M -26,201 -20%
AssetMark Inc
406
AssetMark Inc
California
$13.2M +$536K +4,268 +4%
MCM
407
Maple Capital Management
Vermont
$13.2M +$818K +6,516 +7%
MCM
408
McKinley Capital Management
Alaska
$13.2M
SPIA
409
Steward Partners Investment Advisory
New York
$13.2M -$2.57M -20,482 -16%
BONST
410
Bank of Nova Scotia Trust
Ontario, Canada
$13.2M -$97.4K -776 -0.7%
HFS
411
Hantz Financial Services
Michigan
$13.2M +$904K +7,200 +7%
Creative Planning
412
Creative Planning
Kansas
$13.1M -$4.97M -39,620 -27%
CLOS
413
Compagnie Lombard Odier SCmA
Switzerland
$13.1M -$86K -685 -0.6%
VI
414
Vestcor Inc
New Brunswick, Canada
$12.9M -$1.99M -15,850 -13%
CIA
415
CCM Investment Advisers
South Carolina
$12.9M +$30.3K +241 +0.2%
WT
416
Washington Trust
Rhode Island
$12.8M +$839K +6,681 +7%
X
417
Xponance
Pennsylvania
$12.8M -$3.14M -25,016 -20%
DADC
418
D.A. Davidson & Co
Montana
$12.7M +$341K +2,712 +3%
FNBT
419
FineMark National Bank & Trust
Florida
$12.7M +$176K +1,401 +1%
EIA
420
Edgemoor Investment Advisors
Maryland
$12.7M -$106K -841 -0.8%
BB
421
Busey Bank
Illinois
$12.6M +$452K +3,599 +4%
MPWT
422
MassMutual Private Wealth & Trust
Connecticut
$12.5M +$304K +2,421 +2%
SAM
423
Silvercrest Asset Management
New York
$12.4M +$277K +2,210 +2%
FA
424
FDx Advisors
Illinois
$12.4M +$681K +5,422 +6%
MVIP
425
Mar Vista Investment Partners
California
$12.3M +$145K +1,156 +1%

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.