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Medtronic

2,003 hedge funds and large institutions have $179B invested in Medtronic in 2021 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 858 increasing their positions, 735 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 145 | 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: 1,9762,003 (+27)

2.06% less ownership

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

Holders
2,003
Holders Change
+27
Holders Change %
+1.37%
% of All Funds
34.87%
Holding in Top 10
56
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.66%
% of All Funds
0.97%
New
145
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
PI
151
PGGM Investments
Netherlands
$84.2M -$41.6M -331,235 -33%
SIC
152
Schwartz Investment Counsel
Michigan
$83.1M
Toronto Dominion Bank
153
Toronto Dominion Bank
Ontario, Canada
$82.5M -$3.7M -29,502 -4%
Asset Management One
154
Asset Management One
Japan
$80.4M -$1.42M -11,326 -2%
Nomura Asset Management
155
Nomura Asset Management
Japan
$79.8M -$915K -7,290 -1%
HA
156
Homestead Advisers
Virginia
$79.5M -$917K -7,300 -1%
BPC
157
Banque Pictet & Cie
Switzerland
$79.3M -$1.02M -8,147 -1%
CI Investments Inc
158
CI Investments Inc
Ontario, Canada
$79.2M -$10.9M -86,747 -12%
First Trust Advisors
159
First Trust Advisors
Illinois
$78.9M -$1.93M -15,353 -2%
Victory Capital Management
160
Victory Capital Management
Texas
$78.8M +$17.6M +139,936 +28%
Artisan Partners
161
Artisan Partners
Wisconsin
$76M -$10.1M -80,063 -12%
ASC
162
Atalanta Sosnoff Capital
New York
$75.2M +$678K +5,402 +0.9%
HM
163
HealthCor Management
New York
$74.6M -$24.5M -195,390 -25%
UCFA
164
United Capital Financial Advisors
Texas
$74.3M +$1.9M +15,103 +3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
165
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$73.9M -$753K -6,000 -1%
Swedbank
166
Swedbank
Sweden
$73.7M -$65.7K -523 -0.1%
MWNA
167
Marshall Wace North America
New York
$73.7M +$42.8M +341,006 +135%
Janney Montgomery Scott
168
Janney Montgomery Scott
Pennsylvania
$73.5M +$2.6M +20,742 +4%
Treasurer of the State of North Carolina
169
Treasurer of the State of North Carolina
North Carolina
$72.6M -$413K -3,290 -0.6%
Mitsubishi UFJ Asset Management
170
Mitsubishi UFJ Asset Management
Japan
$72.4M +$6.91M +55,068 +10%
BTW
171
Boston Trust Walden
Massachusetts
$72.3M +$2.79M +22,226 +4%
Fifth Third Bancorp
172
Fifth Third Bancorp
Ohio
$71.9M -$4.95M -39,459 -6%
JIC
173
Johnson Investment Counsel
Ohio
$71.7M +$3.17M +25,270 +5%
FPCG
174
Fort Pitt Capital Group
Pennsylvania
$70.4M +$898K +7,156 +1%
NC
175
Nicholas Company
Wisconsin
$69.5M

MDT Hedge Fund Activity: Q2 2021 in Review

2,003 of the 5,745 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: 145 funds opened new MDT positions and 92 closed out — a net gain of 53 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.

  • 2,003 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.
  • 145 funds opened new Medtronic positions in Q2 2021 and 92 closed out, a net change of +53 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.