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Medtronic

2,003 hedge funds and large institutions have $179B invested in Medtronic in 2021 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 858 increasing their positions, 735 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 145 | 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: 1,9762,003 (+27)

2.06% less ownership

Funds ownership: 83.03%80.98% (-2.1%)

Holders
2,003
Holders Change
+27
Holders Change %
+1.37%
% of All Funds
34.87%
Holding in Top 10
56
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.66%
% of All Funds
0.97%
New
145
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
Invesco
26
Invesco
Georgia
$1.17B +$257M +2,043,059 +28%
Legal & General Group
27
Legal & General Group
United Kingdom
$1.16B +$42.1M +335,638 +4%
Aristotle Capital Management
28
Aristotle Capital Management
California
$1.15B +$14.7M +117,465 +1%
American Century Companies
29
American Century Companies
Missouri
$1.11B -$22.2M -176,417 -2%
Nordea Investment Management
30
Nordea Investment Management
Sweden
$964M -$128M -1,022,973 -12%
Amundi
31
Amundi
France
$921M +$932M +7,420,701 New
Janus Henderson Group
32
Janus Henderson Group
United Kingdom
$891M -$28.6M -228,131 -3%
Goldman Sachs
33
Goldman Sachs
New York
$856M +$46.8M +372,719 +6%
LP
34
Longview Partners
Guernsey
$823M -$27.9M -222,292 -3%
Charles Schwab
35
Charles Schwab
California
$790M +$11.3M +89,983 +1%
UBS AM
36
UBS AM
Illinois
$787M -$10.2M -81,522 -1%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$772M -$71.9M -572,807 -8%
Swiss National Bank
38
Swiss National Bank
Switzerland
$682M -$40.3M -320,975 -6%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$638M -$5.39M -42,948 -0.8%
Dodge & Cox
40
Dodge & Cox
California
$628M -$23.3M -185,619 -4%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$618M +$178M +1,419,785 +40%
PPA
42
Parametric Portfolio Associates
Washington
$606M +$20.7M +164,894 +3%
DZ Bank
43
DZ Bank
Germany
$577M +$196M +1,564,710 +51%
Diamond Hill Capital Management
44
Diamond Hill Capital Management
Ohio
$571M +$32.6M +259,981 +6%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$571M +$41.5M +330,878 +8%
TAM
46
Troy Asset Management
United Kingdom
$563M -$16.9M -134,770 -3%
ClearBridge Investments
47
ClearBridge Investments
New York
$535M +$2.76M +21,987 +0.5%
RJA
48
Raymond James & Associates
Florida
$511M +$8.84M +70,443 +2%
TD Asset Management
49
TD Asset Management
Ontario, Canada
$511M +$125M +994,626 +34%
Neuberger Berman Group
50
Neuberger Berman Group
New York
$497M +$3.61M +28,779 +0.7%

MDT Hedge Fund Activity: Q2 2021 in Review

2,003 of the 5,745 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: 145 funds opened new MDT positions and 92 closed out — a net gain of 53 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.

  • 2,003 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.
  • 145 funds opened new Medtronic positions in Q2 2021 and 92 closed out, a net change of +53 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.