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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
TPI
101
Tesco Pension Investment
United Kingdom
$177M -$15.5M -123,219 -8%
BNP Paribas Financial Markets
102
BNP Paribas Financial Markets
France
$175M +$20.5M +162,902 +13%
AQR Capital Management
103
AQR Capital Management
Connecticut
$174M -$37.7M -300,327 -18%
VanEck Associates
104
VanEck Associates
New York
$172M +$29.6M +235,948 +21%
EIP
105
Epoch Investment Partners
New York
$164M +$37.3M +297,071 +29%
SCM
106
Suvretta Capital Management
New York
$161M -$7.85M -62,504 -5%
Capital World Investors
107
Capital World Investors
California
$161M +$11M +87,784 +7%
Prudential Financial
108
Prudential Financial
New Jersey
$160M -$229K -1,824 -0.1%
Lord, Abbett & Co
109
Lord, Abbett & Co
New Jersey
$159M +$19.6M +155,832 +14%
AGA
110
Altrinsic Global Advisors
Connecticut
$159M +$10.4M +82,944 +7%
US Bancorp
111
US Bancorp
Minnesota
$158M +$2.02M +16,080 +1%
Allianz Asset Management
112
Allianz Asset Management
Germany
$158M +$14.8M +118,256 +10%
DC
113
Davenport & Co
Virginia
$154M +$13.9M +110,782 +10%
ProShare Advisors
114
ProShare Advisors
Maryland
$153M +$9.18M +73,136 +6%
Schroder Investment Management Group
115
Schroder Investment Management Group
United Kingdom
$151M +$36.2M +288,350 +31%
FAM
116
Fred Alger Management
New York
$147M -$40.5M -322,873 -21%
EAM
117
Eagle Asset Management
Florida
$146M -$249K -1,986 -0.2%
JMPWA
118
JP Morgan Private Wealth Advisors
California
$143M +$7.73M +61,573 +6%
RCAMU
119
Rothschild & Co Asset Management US
Connecticut
$140M +$4.69M +37,340 +3%
SO
120
STRS Ohio
Ohio
$136M -$13.5M -107,436 -9%
PAM
121
Panagora Asset Management
Massachusetts
$134M -$66.7K -531 -0%
Ensign Peak Advisors
122
Ensign Peak Advisors
Utah
$133M -$428K -3,406 -0.3%
Rockefeller Capital Management
123
Rockefeller Capital Management
New York
$132M +$7.91M +63,000 +6%
AP
124
Antipodes Partners
Australia
$130M -$24M -191,530 -15%
APG Asset Management
125
APG Asset Management
Netherlands
$128M -$19.7M -157,285 -11%

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.