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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
AIL
1726
AGF Investments LLC
Ontario, Canada
$249K -$1K -8 -0.4%
CC
1727
Chicago Capital
Illinois
$248K
SPIO
1728
Seven Post Investment Office
California
$248K
SIC
1729
Salem Investment Counselors
North Carolina
$247K
JAG
1730
Journey Advisory Group
Kentucky
$247K +$20.1K +160 +9%
GLLW
1731
Graves Light Lenhart Wealth
Virginia
$246K -$19.5K -155 -7%
PFA
1732
Paradigm Financial Advisors
Missouri
$246K
CDH
1733
Charles D. Hyman
$244K -$2.76K -22 -1%
LPIC
1734
LeJeune Puetz Investment Counsel
Michigan
$244K
PWM
1735
PBMares Wealth Management
Virginia
$244K
PP
1736
PDS Planning
Ohio
$244K +$15.4K +123 +7%
IF
1737
Insight Folios
North Carolina
$244K +$247K +1,965 New
SWMP
1738
Signature Wealth Management Partners
New Jersey
$243K -$12.7K -101 -5%
RI
1739
Redwood Investments
Massachusetts
$242K
NPF
1740
Norris Perne & French
Michigan
$239K +$19K +151 +9%
RDWM
1741
Red Door Wealth Management
Tennessee
$239K +$242K +1,927 New
SCM
1742
Seascape Capital Management
New Hampshire
$239K +$242K +1,927 New
BC
1743
Bridgefront Capital
Texas
$236K -$2.59M -20,595 -92%
P
1744
Palladiem
Pennsylvania
$236K
BWG
1745
Beta Wealth Group
California
$236K +$239K +1,900 New
BCP
1746
Berkeley Capital Partners
Georgia
$235K -$19.3K -154 -8%
AIA
1747
Armor Investment Advisors
North Carolina
$235K
FAM
1748
Formidable Asset Management
Ohio
$235K
BL
1749
Balentine LLC
Georgia
$235K +$15.7K +125 +7%
CWM
1750
Circle Wealth Management
New Jersey
$234K +$7.91K +63 +3%

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.