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
RWA
1701
River Wealth Advisors
Pennsylvania
$268K -$7.28K -58 -3%
RFA
1702
Reilly Financial Advisors
California
$268K -$126 -1 -0%
ACM
1703
Aljian Capital Management
Nevada
$267K -$12.6K -100 -4%
RBFC
1704
Roman Butler Fullerton & Co
Missouri
$267K +$1.13K +9 +0.4%
SIC
1705
Shoker Investment Counsel
Ohio
$265K
ABTD
1706
Arvest Bank Trust Division
Oklahoma
$264K +$267K +2,129 New
3F
1707
360 Financial
Minnesota
$262K -$7.41K -59 -3%
XF
1708
XML Financial
Maryland
$262K -$1.88K -15 -0.7%
WR
1709
WD Rutherford
Oregon
$262K +$2.51K +20 +1%
LNWTC
1710
Laird Norton Wetherby Trust Company
Washington
$262K +$27.4K +218 +11%
BMO
1711
Beck Mack & Oliver
New York
$260K
WG
1712
Welch Group
Alabama
$260K
DFCM
1713
Dark Forest Capital Management
Puerto Rico
$260K +$263K +2,093 New
VWA
1714
Visionary Wealth Advisors
Illinois
$259K -$53.1K -423 -17%
OBWG
1715
Onyx Bridge Wealth Group
New York
$259K +$21.6K +172 +9%
WW
1716
Westshore Wealth
California
$258K +$2.01K +16 +0.8%
GI
1717
Glovista Investments
New Jersey
$254K
MFG
1718
Menard Financial Group
Texas
$254K +$35.7K +284 +16%
WA
1719
WealthTrust Axiom
Pennsylvania
$252K
SAM
1720
Secure Asset Management
Michigan
$252K +$1K +8 +0.4%
SDWMA
1721
Schneider Downs Wealth Management Advisors
Pennsylvania
$252K +$1.88K +15 +0.7%
AC
1722
Alexandria Capital
Virginia
$251K +$14.7K +117 +6%
HFA
1723
High Falls Advisors
New York
$250K
LCM
1724
LVM Capital Management
Michigan
$250K
EWM
1725
Endurance Wealth Management
Rhode Island
$249K -$2.01K -16 -0.8%

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.