We are live on ! Find out more
MDT icon

Medtronic

2,004 hedge funds and large institutions have $179B invested in Medtronic in 2021 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 858 increasing their positions, 735 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 146 | 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: 1,9762,004 (+28)

2.06% less ownership

Funds ownership: 83.03%80.98% (-2.1%)

Holders
2,004
Holders Change
+28
Holders Change %
+1.42%
% of All Funds
34.88%
Holding in Top 10
56
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.66%
% of All Funds
0.97%
New
146
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
WP
1551
WMS Partners
Maryland
$392K +$397K +3,161 New
PWMG
1552
Prestige Wealth Management Group
New Jersey
$391K -$61K -486 -13%
NIM
1553
Northeast Investment Management
Massachusetts
$391K
SRC
1554
Sage Rhino Capital
California
$391K +$6.15K +49 +2%
LFF
1555
Level Four Financial
Texas
$390K -$56.9K -453 -13%
TP
1556
Tranquility Partners
Tennessee
$389K +$10K +80 +3%
CL
1557
Choreo LLC
Illinois
$388K +$392K +3,122 New
CTA
1558
Colonial Trust Advisors
South Carolina
$385K -$5.48M -43,673 -93%
MCM
1559
Murphy Capital Management
New Jersey
$385K -$126 -1 -0%
TFCP
1560
Twin Focus Capital Partners
Massachusetts
$385K +$129K +1,029 +50%
HPWM
1561
High Pines Wealth Management
Massachusetts
$384K
SAM
1562
Seelaus Asset Management
New Jersey
$382K +$8.79K +70 +2%
PIM
1563
Profit Investment Management
Maryland
$381K
AA
1564
ALPS Advisors
Colorado
$381K +$386K +3,073 New
DAM
1565
Delta Asset Management
Tennessee
$380K
OAJ
1566
Ogorek Anthony Joseph
New York
$379K
SEEDPG
1567
S.E.E.D. Planning Group
New York
$377K +$38.2K +304 +11%
PCM
1568
Prelude Capital Management
New York
$377K +$381K +3,038 New
IFWM
1569
Institute for Wealth Management
Colorado
$376K -$16.3K -130 -4%
SICM
1570
Sustainable Insight Capital Management
New York
$376K +$381K +3,032 New
QPWM
1571
Quadrant Private Wealth Management
Pennsylvania
$375K -$9.17K -73 -2%
DLA
1572
Douglas Lane & Associates
New York
$375K +$11.8K +94 +3%
BDWM
1573
Brewin Dolphin Wealth Management
Ireland
$372K -$32K -255 -8%
NC
1574
NinePointTwo Capital
California
$372K +$143K +1,136 +61%
PFWA
1575
Paces Ferry Wealth Advisors
Georgia
$371K -$15.2K -121 -4%

MDT Hedge Fund Activity: Q2 2021 in Review

2,004 of the 5,746 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: 146 funds opened new MDT positions and 92 closed out — a net gain of 54 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.

  • 2,004 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.
  • 146 funds opened new Medtronic positions in Q2 2021 and 92 closed out, a net change of +54 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.