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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
NG
1626
Northstar Group
New York
$325K
VAG
1627
VisionPoint Advisory Group
Texas
$325K +$329K +2,622 New
BHBT
1628
Burke & Herbert Bank & Trust
Virginia
$323K
PCM
1629
Perkins Capital Management
Minnesota
$323K
UF
1630
Univest Financial
Pennsylvania
$322K +$62.8K +500 +24%
JWM
1631
Jeppson Wealth Management
California
$320K
PCM
1632
Poehling Capital Management
Wisconsin
$320K
HFP
1633
Holistic Financial Partners
Indiana
$319K -$22.3K -178 -6%
JIC
1634
Joel Isaacson & Co
New York
$319K +$10.7K +85 +3%
RSVP
1635
Ramsay Stattman Vela & Price
Colorado
$318K
PA
1636
PSI Advisors
Florida
$318K +$126 +1 +0%
LWA
1637
Lineweaver Wealth Advisors
Ohio
$318K +$14.2K +113 +5%
BBNA
1638
Bremer Bank National Association
Minnesota
$317K -$40.3K -321 -11%
BIM
1639
Baldwin Investment Management
Pennsylvania
$317K -$6.28K -50 -2%
PWM
1640
Prentice Wealth Management
New York
$317K +$62.9K +501 +24%
ST
1641
Sageworth Trust
Pennsylvania
$317K +$302K +2,406 +1,604%
MFG
1642
MidWestOne Financial Group
Iowa
$316K +$47.6K +379 +18%
FCB
1643
First Command Bank
Texas
$314K -$2.01K -16 -0.6%
FCFS
1644
First Command Financial Services
Texas
$314K -$2.01K -16 -0.6%
HFAS
1645
Hummer Financial Advisory Services
Illinois
$313K
CBOR
1646
Community Bank of Raymore
Missouri
$312K -$6.28K -50 -2%
SIG
1647
Sky Investment Group
Connecticut
$312K
SCM
1648
Southport Capital Management
Tennessee
$311K -$22.6K -180 -7%
CFA
1649
CWS Financial Advisors
Michigan
$311K +$8.66K +69 +3%
WCM
1650
Weld Capital Management
New York
$311K +$315K +2,507 New

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.