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
HR
1801
Hayden Royal
North Carolina
$205K -$63K -502 -23%
WA
1802
Waverly Advisors
Alabama
$204K -$80.6K -642 -29%
AC
1803
Addison Capital
Pennsylvania
$204K +$206K +1,639 New
SSG
1804
Summit Securities Group
New York
$203K -$372K -2,965 -64%
TWM
1805
Titus Wealth Management
California
$203K +$206K +1,639 New
SFM
1806
Signet Financial Management
New Jersey
$202K +$204K +1,624 New
SCA
1807
STALEY CAPITAL ADVISERS
Pennsylvania
$202K +$204K +1,624 New
OPOWM
1808
One Plus One Wealth Management
Florida
$202K +$205K +1,630 New
CCP
1809
Cassia Capital Partners
North Carolina
$201K +$203K +1,617 New
FA
1810
Financial Advisors
Massachusetts
$201K +$203K +1,618 New
PIFP
1811
Partners in Financial Planning
Virginia
$200K +$203K +1,614 New
CF
1812
Centaurus Financial
California
$198K +$16.7K +133 +9%
CAM
1813
Cozad Asset Management
Illinois
$197K -$64.8K -516 -25%
CA
1814
Centerpoint Advisors
Massachusetts
$194K +$879 +7 +0.5%
RIM
1815
Rockbridge Investment Management
New York
$192K +$50.2K +400 +35%
BAM
1816
Barrett Asset Management
New York
$191K -$12.6K -100 -6%
HWM
1817
HighMark Wealth Management
Minnesota
$191K -$2.26K -18 -1%
EBA
1818
Eagle Bay Advisors
New York
$190K +$187K +1,489 New
EIP
1819
Ellis Investment Partners
Pennsylvania
$189K -$3.89K -31 -2%
PMFA
1820
Plante Moran Financial Advisors
Michigan
$186K -$57.3K -456 -23%
BAM
1821
Baldrige Asset Management
Pennsylvania
$186K +$188K +1,497 New
GTAM
1822
Global Trust Asset Management
Florida
$184K +$12.6K +100 +7%
MAM
1823
Magellan Asset Management
Australia
$179K +$54.5K +434 +43%
KFI
1824
Key Financial Inc
Pennsylvania
$176K +$77.1K +614 +84%
MGIM
1825
M&G Investment Management
United Kingdom
$170K +$31.8M +253,081 +23%

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.