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
WPP
1601
Whalerock Point Partners
Rhode Island
$351K
III
1602
Independent Investors Inc
New York
$349K
PWA
1603
Physician Wealth Advisors
Utah
$345K +$753 +6 +0.2%
GCA
1604
Greenwood Capital Associates
South Carolina
$345K +$47.8K +381 +16%
PB
1605
Pinnacle Bancorp
Nebraska
$341K +$14.7K +117 +4%
GL
1606
Graypoint LLC
New York
$341K +$29.9K +238 +9%
GWS
1607
Glassman Wealth Services
Virginia
$340K +$11.6K +92 +3%
BB
1608
Bell Bank
North Dakota
$339K -$31.4K -250 -8%
AW
1609
ACG Wealth
Georgia
$339K -$6.4K -51 -2%
BHIA
1610
Birch Hill Investment Advisors
Massachusetts
$339K +$18.8K +150 +6%
FPFS
1611
First Personal Financial Services
North Carolina
$339K +$25.9K +206 +8%
MPPW
1612
Mitchell & Pahl Private Wealth
Oklahoma
$338K -$2.51K -20 -0.7%
WLIM
1613
White Lighthouse Investment Management
Massachusetts
$337K -$5.65K -45 -2%
AWA
1614
Arkadios Wealth Advisors
Georgia
$337K +$116K +922 +51%
RP
1615
Rowlandmiller & Partners
Georgia
$337K +$166K +1,320 +95%
HI
1616
Hudock Inc
Pennsylvania
$336K +$628 +5 +0.2%
CT
1617
Columbia Trust
Oregon
$335K -$90.8K -723 -21%
PAIM
1618
Punch & Associates Investment Management
Minnesota
$335K -$8.66K -69 -2%
PWA
1619
Phoenix Wealth Advisors
North Carolina
$335K +$26.6K +212 +9%
HWMA
1620
Heritage Wealth Management (Arizona)
Arizona
$330K +$145K +1,153 +76%
VC
1621
Veracity Capital
Georgia
$329K -$324K -2,582 -49%
FWM
1622
Fairhaven Wealth Management
Illinois
$329K -$17.2K -137 -5%
TCWM
1623
Total Clarity Wealth Management
Illinois
$329K
T
1624
TRUADVICE
Florida
$329K +$78.2K +623 +33%
SFG
1625
Sunburst Financial Group
Alabama
$327K -$7.66K -61 -2%

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.