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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
RM
1676
Resource Management
Louisiana
$283K +$286K +2,280 New
SWM
1677
Salvus Wealth Management
New Jersey
$282K -$43.9K -350 -14%
EL
1678
EMFO LLC
Florida
$282K +$285K +2,271 New
KCM
1679
KLK Capital Management
California
$282K +$285K +2,273 New
PP
1680
Pacifica Partners
Canada
$281K -$14.4K -115 -5%
LIA
1681
LBMC Investment Advisors
Tennessee
$281K +$284K +2,264 New
HTHT
1682
Hemenway Trust Hemenway Trust
New Hampshire
$280K -$16.3K -130 -5%
CP
1683
Castleview Partners
Texas
$280K +$283K +2,253 New
AIS
1684
AM Investment Strategies
Tennessee
$280K +$283K +2,257 New
KMWM
1685
Keudell/Morrison Wealth Management
Oregon
$278K +$10.9K +87 +4%
PP
1686
Patron Partners
Texas
$277K -$81.4K -648 -22%
GWAM
1687
Guardian Wealth Advisors (Minnesota)
Minnesota
$277K +$251 +2 +0.1%
CWA
1688
Canvas Wealth Advisors
Kansas
$277K +$70.9K +565 +34%
AWP
1689
Abacus Wealth Partners
California
$276K +$9.17K +73 +3%
APW
1690
Austin Private Wealth
Texas
$276K +$26.5K +211 +10%
CWM
1691
Cabot Wealth Management
Massachusetts
$275K
WAAG
1692
Wealth Alliance Advisory Group
Kansas
$274K -$4.65K -37 -2%
TYCC
1693
Texas Yale Capital Corp
Florida
$273K +$25.1K +200 +10%
TPWA
1694
TRUE Private Wealth Advisors
Oregon
$272K -$50.7K -404 -16%
LC
1695
Lincoln Capital
Nebraska
$272K
HKIM
1696
Hayek Kallen Investment Management
Alabama
$271K
SG
1697
Somerset Group
Minnesota
$271K
CYG
1698
Clean Yield Group
Vermont
$269K
FCA
1699
FLC Capital Advisors
California
$269K +$6.28K +50 +2%
KWA
1700
KCS Wealth Advisory
California
$268K -$13.3K -106 -5%

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.