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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
MNG
126
Manning & Napier Group
New York
$125M -$47.4M -377,411 -27%
HTC
127
Haverford Trust Company
Pennsylvania
$116M +$3.1M +24,685 +3%
WHG
128
Westwood Holdings Group
Texas
$115M +$910K +7,247 +0.8%
Mitsubishi UFJ Trust & Banking
129
Mitsubishi UFJ Trust & Banking
Japan
$114M -$12.8M -102,163 -10%
Bessemer Group
130
Bessemer Group
New Jersey
$112M +$4.15M +33,062 +4%
Zurich Cantonal Bank
131
Zurich Cantonal Bank
Switzerland
$112M +$26.4M +210,283 +31%
Polen Capital Management
132
Polen Capital Management
Florida
$111M +$1.19M +9,457 +1%
CWP
133
Capital Wealth Planning
Florida
$108M +$107M +849,450 +5,642%
Chevy Chase Trust
134
Chevy Chase Trust
Maryland
$107M -$5.88M -46,865 -5%
CG
135
Carmignac Gestion
France
$103M -$85.9M -683,861 -45%
CWM
136
CIBC World Markets
New York
$102M -$4.41M -35,100 -4%
State of New Jersey Common Pension Fund D
137
State of New Jersey Common Pension Fund D
New Jersey
$99.1M -$1.53M -12,151 -1%
Baird Financial Group
138
Baird Financial Group
Wisconsin
$99M -$2.81M -22,403 -3%
HighTower Advisors
139
HighTower Advisors
Illinois
$98.9M +$8.26M +65,771 +9%
Natixis Advisors
140
Natixis Advisors
Massachusetts
$95.8M -$8.79M -69,987 -8%
PAMU
141
Pictet Asset Management (UK)
United Kingdom
$94.9M -$9.4M -74,871 -9%
SAM
142
Storebrand Asset Management
Norway
$94.5M +$2.71M +21,597 +3%
CIC
143
Crawford Investment Counsel
Georgia
$94.2M +$5.86M +46,647 +7%
SEI Investments
144
SEI Investments
Pennsylvania
$93.8M +$15.4M +122,625 +19%
CB
145
Cooke & Bieler
Pennsylvania
$90.3M -$2.9M -23,079 -3%
Robeco Institutional Asset Management
146
Robeco Institutional Asset Management
Netherlands
$89.5M +$1.17M +9,284 +1%
Public Sector Pension Investment Board (PSP Investments)
147
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$88.9M +$26M +207,390 +41%
State of Tennessee, Department of Treasury
148
State of Tennessee, Department of Treasury
Tennessee
$88.8M +$7.53M +59,936 +9%
Arrowstreet Capital
149
Arrowstreet Capital
Massachusetts
$87.3M +$88.3M +702,983 New
HSBC Holdings
150
HSBC Holdings
United Kingdom
$84.8M +$20M +159,066 +30%

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.