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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
BWM
1001
BNC Wealth Management
Oregon
$1.65M +$55.8K +431 +3%
JAM
1002
Jupiter Asset Management
United Kingdom
$1.64M -$50.7K -392 -3%
GHAM
1003
Gilman Hill Asset Management
Connecticut
$1.64M +$40.8K +315 +2%
BC
1004
Burney Company
Virginia
$1.64M -$422K -3,260 -20%
TAM
1005
Trust Asset Management
Texas
$1.64M +$112K +869 +7%
B
1006
Bellecapital
Switzerland
$1.63M – – –
AWM
1007
Aberdeen Wealth Management
Illinois
$1.63M -$25.9K -200 -2%
SACTSONJ
1008
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.63M – – –
HA
1009
Heartland Advisors
Wisconsin
$1.63M -$6.34K -49 -0.4%
RB
1010
Rodgers Brothers
Pennsylvania
$1.63M – – –
BAM
1011
Belpointe Asset Management
Nevada
$1.63M -$37.9K -293 -2%
MHIC
1012
Marble Harbor Investment Counsel
Massachusetts
$1.59M – – –
HCP
1013
Holt Capital Partners
Texas
$1.59M -$5.95K -46 -0.4%
AWM
1014
Avior Wealth Management
Nebraska
$1.58M +$296K +2,290 +22%
SS
1015
Simplicity Solutions
Minnesota
$1.58M +$366K +2,827 +29%
HH
1016
Hilltop Holdings
Texas
$1.58M +$777 +6 +0%
MCWS
1017
McKinley Carter Wealth Services
West Virginia
$1.57M +$20.7K +160 +1%
Assenagon Asset Management
1018
Assenagon Asset Management
Luxembourg
$1.57M +$1.48M +11,416 +1,036%
PIM
1019
Penobscot Investment Management
Massachusetts
$1.57M +$7.77K +60 +0.5%
IIA
1020
ICW Investment Advisors
Arizona
$1.57M +$53.7K +415 +3%
MIM
1021
Martin Investment Management
Florida
$1.56M +$11K +85 +0.7%
VNA
1022
Valley National Advisers
Pennsylvania
$1.56M +$122K +942 +8%
SIM
1023
Sentry Investment Management
Wisconsin
$1.56M -$235K -1,816 -13%
MIAS
1024
Mason Investment Advisory Services
Virginia
$1.56M – – –
VCM
1025
Violich Capital Management
California
$1.55M – – –
39 40
41
42 43

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.