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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
LWP
1826
Lumature Wealth Partners
Georgia
$169K -$16.9K -135 -9%
BFC
1827
Bedel Financial Consulting
Indiana
$164K +$22.6K +180 +16%
GWSG
1828
GPS Wealth Strategies Group
Colorado
$163K
LB
1829
Legacy Bridge
Iowa
$161K
PWP
1830
Personal Wealth Partners
Minnesota
$157K +$159K +1,267 New
CTB
1831
Country Trust Bank
Illinois
$155K +$156K +1,246 New
NSB
1832
Norway Savings Bank
Maine
$151K
ONST
1833
Old North State Trust
North Carolina
$150K -$7.03K -56 -4%
EAM
1834
Eukles Asset Management
Ohio
$150K +$151K +1,206 New
MHR
1835
Matthew Hamilton Rosenberg
$148K
FHC
1836
First Horizon Corporation
Tennessee
$147K -$28.5K -227 -16%
PSB
1837
Piscataqua Savings Bank
New Hampshire
$146K
M
1838
MOTCO
Texas
$146K +$21.7K +173 +17%
WQ
1839
Wealth Quarterback
New Jersey
$146K +$147K +1,174 New
BWA
1840
BDO Wealth Advisors
Florida
$144K +$49.1K +391 +51%
PSIWM
1841
Paradigm Strategies in Wealth Management
Minnesota
$142K
BWM
1842
Baystate Wealth Management
Massachusetts
$141K +$25.1K +200 +21%
Assenagon Asset Management
1843
Assenagon Asset Management
Luxembourg
$137K -$24.9M -198,710 -99%
BCM
1844
Blume Capital Management
California
$137K
DWA
1845
Dougherty Wealth Advisers
Minnesota
$137K
AWM
1846
Accel Wealth Management
Iowa
$137K +$34.8K +277 +34%
SIAP
1847
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$133K +$19.2K +153 +17%
DMK
1848
David M. Knott
$130K
IRC
1849
Investors Research Corp
Georgia
$128K
FGAM
1850
Financial Gravity Asset Management
Texas
$124K

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.