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
WAM
1776
WNY Asset Management
New York
$218K
AB
1777
Atlas Brown
Kentucky
$218K +$126 +1 +0.1%
KOC
1778
Koss-Olinger Consulting
Florida
$218K +$221K +1,760 New
BO
1779
BRR OpCo
Ohio
$217K -$879 -7 -0.4%
SFSIG
1780
San Francisco Sentry Investment Group
California
$216K +$15.1K +120 +7%
CG
1781
CFO4Life Group
Texas
$215K -$24.1K -192 -10%
CHA
1782
Cooper/Haims Advisors
New York
$215K
DPI
1783
Diversified Portfolios Inc
Michigan
$215K
SNB
1784
Security National Bank
Nebraska
$215K
MFGP
1785
Marshall Financial Group (Pennsylvania)
Pennsylvania
$214K
SAM
1786
Satovsky Asset Management
New York
$214K +$1K +8 +0.5%
VBCG
1787
Valley Brook Capital Group
Pennsylvania
$214K +$9.42K +75 +5%
FWM
1788
FFT Wealth Management
Pennsylvania
$214K +$216K +1,722 New
LB
1789
Leo Brokerage
Texas
$214K +$216K +1,722 New
SFP
1790
Shepherd Financial Partners
Massachusetts
$213K -$126 -1 -0.1%
BOS
1791
Bingham Osborn & Scarborough
California
$213K +$216K +1,719 New
APA
1792
Allegiant Private Advisors
Florida
$211K
SWA
1793
Sax Wealth Advisors
New Jersey
$211K
SPWG
1794
Sage Private Wealth Group
Illinois
$209K +$3.01K +24 +1%
SW
1795
StrongBox Wealth
Missouri
$208K -$18.8K -150 -8%
OAM
1796
Occidental Asset Management
California
$208K +$211K +1,678 New
PG
1797
Prostatis Group
Maryland
$207K +$210K +1,669 New
GSIS
1798
Global Strategic Investment Solutions
Arizona
$207K +$209K +1,664 New
MS
1799
Maven Securities
Jersey
$207K +$209K +1,664 New
GAMC
1800
Garner Asset Management Corp
Texas
$206K +$209K +1,663 New

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.