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Medtronic
MDT

2,024 hedge funds and large institutions have $180B invested in Medtronic in 2021 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 937 increasing their positions, 675 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 79

39% more repeat investments, than reductions

Existing positions increased: 937 | Existing positions reduced: 675

8% more call options, than puts

Call options by funds: $1.09B | Put options by funds: $1.01B

1% more funds holding

Funds holding: 2,004 → 2,024 (+20)

1% more capital invested

Capital invested by funds: $179B → $180B (+$988M)

0.7% less ownership

Funds ownership: 80.98% → 80.28% (-0.7%)

2% less funds holding in top 10

Funds holding in top 10: 56 → 55 (-1)

Holders
2,024
Holders Change
+20
Holders Change %
+1%
% of All Funds
35.43%
Holding in Top 10
55
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.79%
% of All Funds
0.96%
New
125
Increased
937
Reduced
675
Closed
79
Calls
$1.09B
Puts
$1.01B
Net Calls
+$77.1M
Net Calls Change
-$39.7M

Top Buyers

Rank Fund Capital Flow
1
SGA
Sustainable Growth Advisers
Connecticut
+$250M
2
DZ Bank
DZ Bank
Germany
+$245M
3
Bank of America
Bank of America
North Carolina
+$154M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$130M
5
Goldman Sachs
Goldman Sachs
New York
+$126M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$265M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$248M
3
KBC Group
KBC Group
Belgium
-$213M
4
BlackRock
BlackRock
New York
-$207M
5
Millennium Management
Millennium Management
New York
-$179M
Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
901
Access Financial Services
Minnesota
$2.17M +$73.3K +566 +3%
CIAS
902
CFS Investment Advisory Services
New Jersey
$2.17M +$2.25M +17,355 New
SP
903
SWS Partners
Ohio
$2.17M +$230K +1,774 +11%
TVWM
904
Tower View Wealth Management
Wisconsin
$2.17M +$246K +1,897 +12%
TI
905
Truehand Inc
New Hampshire
$2.16M – – –
SAM
906
Sawgrass Asset Management
Florida
$2.16M -$754K -5,827 -25%
ZIG
907
Zurich Insurance Group
Switzerland
$2.16M – – –
RPWA
908
Regent Peak Wealth Advisors
Georgia
$2.15M +$39.5K +305 +2%
TC
909
Telemus Capital
Michigan
$2.14M +$177K +1,365 +9%
CFG
910
Citizens Financial Group
Rhode Island
$2.14M +$1.11M +8,556 +101%
LFAS
911
Level Four Advisory Services
Texas
$2.12M -$280K -2,161 -11%
MWVC
912
Morgens Waterfall Vintiadis & Co
New York
$2.11M – – –
HW
913
Hedeker Wealth
Illinois
$2.1M -$9.32K -72 -0.4%
GCC
914
Game Creek Capital
Massachusetts
$2.1M -$404K -3,125 -16%
AI
915
Accredited Investors
Minnesota
$2.09M -$65.2K -504 -3%
MWM
916
Mattern Wealth Management
Kansas
$2.09M -$46.7K -361 -2%
PHK
917
Point72 Hong Kong
Hong Kong
$2.07M -$4.25M -32,853 -67%
RC
918
Roundview Capital
New Jersey
$2.06M +$108K +835 +5%
HVP
919
Hudson Value Partners
Florida
$2.04M +$122K +945 +6%
TCM
920
Teza Capital Management
Illinois
$2.03M +$2.1M +16,189 New
CCM
921
Covington Capital Management
California
$2.02M +$3.24K +25 +0.2%
FB
922
Fulton Bank
Pennsylvania
$2.01M +$22.3K +172 +1%
WP
923
Waycross Partners
Kentucky
$2.01M -$73.3K -566 -3%
USCWA
924
U.S. Capital Wealth Advisors
Texas
$2M +$2.07M +15,996 New
HCM
925
Highlander Capital Management
New Jersey
$2M – – –
35 36
37
38 39

MDT Hedge Fund Activity: Q3 2021 in Review

2,024 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q3 2021, worth a combined $180B — up 0.55% from $179B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new MDT positions and 79 closed out — a net gain of 46 holders — while 937 added to existing stakes and 675 trimmed.

The largest buyer was Sustainable Growth Advisers, adding an estimated $250M. The largest seller was JP Morgan Chase, cutting an estimated $265M.

  • 2,024 institutional investors held Medtronic (MDT) as of Q3 2021, up from 2,004 in Q2 2021.
  • Funds reported $180B of Medtronic stock for Q3 2021, up 0.55% quarter-over-quarter.
  • 125 funds opened new Medtronic positions in Q3 2021 and 79 closed out, a net change of +46 holders.
  • The largest Medtronic buyer in Q3 2021 was Sustainable Growth Advisers, an estimated $250M added.
  • The largest Medtronic seller in Q3 2021 was JP Morgan Chase, an estimated $265M sold.

Based on aggregated 13F filings for Q3 2021.