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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
WANY
1751
Wealthspire Advisors (New York)
New York
$233K -$2.56M -20,402 -92%
F
1752
F3Logic
Minnesota
$233K -$940K -7,485 -80%
LA
1753
LexAurum Advisors
Kansas
$233K -$5.78K -46 -2%
SAM
1754
Sompo Asset Management
Japan
$233K +$236K +1,880 New
PWM
1755
Palumbo Wealth Management
New York
$231K -$22.6K -180 -9%
NWA
1756
New World Advisors
Massachusetts
$231K +$234K +1,863 New
GFS
1757
GYL Financial Synergies
Connecticut
$226K +$3.52K +28 +2%
MWM
1758
Modera Wealth Management
New Jersey
$225K -$25.2K -201 -10%
IC
1759
Inverness Counsel
New York
$225K +$227K +1,809 New
JPG
1760
Jordan Park Group
California
$224K -$114K -904 -33%
OMC
1761
Overbrook Management Corp
New York
$224K
WA
1762
Wealth Architects
California
$224K +$226K +1,801 New
TWP
1763
Tower Wealth Partners
Pennsylvania
$224K +$226K +1,803 New
EB
1764
Eastern Bank
Massachusetts
$223K -$25.2K -201 -10%
WPW
1765
Warther Private Wealth
Ohio
$223K +$222K +1,767 New
PWS
1766
Private Wealth Strategies
Ohio
$223K +$226K +1,796 New
GGS
1767
Galvin Gaustad & Stein
Arizona
$223K +$226K +1,799 New
RTS
1768
Round Table Services
New Jersey
$223K +$226K +1,800 New
CBT
1769
Central Bank & Trust
Kentucky
$221K -$24.7K -197 -10%
ZAM
1770
Zevin Asset Management
Massachusetts
$220K
ADL
1771
Asset Dedication LLC
California
$220K +$4.39K +35 +2%
AHB
1772
Abner Herrman & Brock
New Jersey
$219K -$4.14K -33 -2%
VIMU
1773
Veritas Investment Management (UK)
United Kingdom
$219K +$221K +1,761 New
DHFB
1774
Dixon Hubard Feinour & Brown
Virginia
$218K -$319K -2,543 -59%
AWM
1775
Altavista Wealth Management
North Carolina
$218K

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.