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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
BFO
1101
Boston Family Office
Massachusetts
$1.3M +$12.9K +100 +1%
MBTD
1102
Mechanics Bank - Trust Department
California
$1.3M -$17K -131 -1%
SDWIA
1103
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.3M -$2.72K -21 -0.2%
SBL
1104
Sargent Bickham Lagudis
Colorado
$1.29M +$36.8K +284 +3%
WA
1105
Wealth Alliance
New York
$1.29M +$54.7K +423 +4%
SIA
1106
SkyView Investment Advisors
New Jersey
$1.29M +$377K +2,913 +40%
BCA
1107
Bay Colony Advisors
Massachusetts
$1.27M +$22.3K +172 +2%
VA
1108
Valmark Advisers
Ohio
$1.27M +$5.82K +45 +0.4%
OPPTF
1109
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.27M -$19.3K -149 -1%
IAIM
1110
International Assets Investment Management
Florida
$1.27M +$104K +803 +9%
PA
1111
Procyon Advisors
Connecticut
$1.26M +$235K +1,819 +22%
MCA
1112
Magnolia Capital Advisors
Mississippi
$1.26M +$90.5K +699 +7%
SIAG
1113
Signet Investment Advisory Group
Rhode Island
$1.26M +$236K +1,822 +22%
BRWM
1114
B. Riley Wealth Management
Tennessee
$1.26M +$579K +4,472 +81%
BA
1115
Ballast Advisors
Minnesota
$1.25M -$1.29K -10 -0.1%
B
1116
Barings
North Carolina
$1.25M +$212K +1,638 +20%
WIC
1117
Whitegate Investment Counselors
New Hampshire
$1.24M – – –
RCM
1118
Radnor Capital Management
Pennsylvania
$1.23M -$6.47K -50 -0.5%
CAMG
1119
CWA Asset Management Group
Florida
$1.23M +$92.9K +718 +8%
OIA
1120
OneDigital Investment Advisors
Kansas
$1.23M +$140K +1,078 +12%
BAM
1121
Blueshift Asset Management
New Jersey
$1.23M +$1.26M +9,772 New
BCM
1122
Brookstone Capital Management
Illinois
$1.22M +$52.3K +404 +4%
RGC
1123
Roberts, Glore & Co
Illinois
$1.22M +$51.8K +400 +4%
DWM
1124
Doyle Wealth Management
Florida
$1.22M -$58.2K -450 -4%
LSPW
1125
Lake Street Private Wealth
Illinois
$1.22M +$38.1K +294 +3%
43 44
45
46 47

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.