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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
RFC
426
Regions Financial Corp
Alabama
$12.2M +$1.71M +13,637 +16%
PP
427
Prospector Partners
Connecticut
$12.2M +$126K +1,000 +1%
MIM
428
Marco Investment Management
Georgia
$12.1M +$666K +5,304 +6%
SFM
429
Stack Financial Management
Montana
$12.1M +$323K +2,571 +3%
AI
430
Atria Investments
North Carolina
$12M -$440K -3,501 -4%
KIA
431
KCM Investment Advisors
California
$11.9M +$2.76K +22 +0%
EW
432
Evoke Wealth
California
$11.9M +$6.66K +53 +0.1%
CCT
433
Chemung Canal Trust
New York
$11.8M -$266K -2,122 -2%
EMPI
434
Elo Mutual Pension Insurance
Finland
$11.7M -$321K -2,555 -3%
Mercer Global Advisors
435
Mercer Global Advisors
Colorado
$11.7M -$59.4K -473 -0.5%
HNB
436
Huntington National Bank
Ohio
$11.6M +$1.78M +14,208 +18%
UAS
437
United Asset Strategies
New York
$11.6M +$126K +1,005 +1%
NIA
438
Northstar Investment Advisors
Colorado
$11.5M -$1.42M -11,329 -11%
DBT
439
Dubuque Bank & Trust
Iowa
$11.4M -$390K -3,110 -3%
B
440
Bailard
California
$11.4M +$242K +1,925 +2%
WIC
441
Wilkins Investment Counsel
Massachusetts
$11.3M +$43.9K +350 +0.4%
PL
442
Parthenon LLC
Kentucky
$11.2M +$23.9K +190 +0.2%
CAPTRUST Financial Advisors
443
CAPTRUST Financial Advisors
North Carolina
$11.2M -$2.63M -20,962 -19%
NMERB
444
New Mexico Educational Retirement Board
New Mexico
$11.2M +$628K +5,000 +6%
IAA
445
Independent Advisor Alliance
North Carolina
$11.1M -$811K -6,456 -7%
VMPIC
446
Varma Mutual Pension Insurance Co
Finland
$10.9M
WTB
447
Washington Trust Bank
Washington
$10.9M +$34.9K +278 +0.3%
SMDAM
448
Sumitomo Mitsui DS Asset Management
Japan
$10.9M -$38.9K -310 -0.4%
NCM
449
Novare Capital Management
North Carolina
$10.9M +$270K +2,153 +3%
KAS
450
Kestra Advisory Services
Texas
$10.9M -$1.22M -9,731 -10%

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.