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Medtronic

2,003 hedge funds and large institutions have $179B invested in Medtronic in 2021 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 858 increasing their positions, 735 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 145 | 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: 1,9762,003 (+27)

2.06% less ownership

Funds ownership: 83.03%80.98% (-2.1%)

Holders
2,003
Holders Change
+27
Holders Change %
+1.37%
% of All Funds
34.87%
Holding in Top 10
56
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.66%
% of All Funds
0.97%
New
145
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
WFA
1851
West Financial Advisors
Iowa
$124K
SL
1852
Savior LLC
Massachusetts
$123K -$20.3K -162 -14%
CAM
1853
Costello Asset Management
Pennsylvania
$118K -$2.51K -20 -2%
SOW
1854
State of Wyoming
Wyoming
$115K -$97.3K -775 -46%
PCH
1855
PGIM Custom Harvest
New Jersey
$113K
SIMG
1856
Stephens Investment Management Group
Texas
$113K
HFM
1857
Harvest Fund Management
China
$107K
IBOK
1858
Independence Bank of Kentucky
Kentucky
$107K
MA
1859
MCF Advisors
Kentucky
$106K
HCP
1860
Hexagon Capital Partners
Arkansas
$105K
LF
1861
Lee Financial
Texas
$104K
AL
1862
ADE LLC
Maryland
$103K
AIM
1863
Acropolis Investment Management
Missouri
$101K +$103K +817 New
EI
1864
Ellevest Inc
New York
$97K +$6.4K +51 +7%
SC
1865
Solstein Capital
California
$97K +$62.8K +500 +179%
AP
1866
Atwood & Palmer
Missouri
$96K
ED
1867
Exane Derivatives
France
$93.6K -$688K -5,480 -88%
SFP
1868
Sterling Financial Planning
New Jersey
$91K
CIM
1869
CCLA Investment Management
United Kingdom
$90.8K +$91.5M +729,055 New
ACM
1870
AUA Capital Management
Pennsylvania
$90K
EWA
1871
Evolution Wealth Advisors
Florida
$87K -$35.5K -283 -29%
HCM
1872
Horrell Capital Management
Arkansas
$87K
AFIA
1873
America First Investment Advisors
Nebraska
$86K
PG
1874
Proffitt & Goodson
Tennessee
$84K -$3.39K -27 -4%
TI
1875
tru Independence
Oregon
$84K +$85.8K +683 New

MDT Hedge Fund Activity: Q2 2021 in Review

2,003 of the 5,745 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: 145 funds opened new MDT positions and 92 closed out — a net gain of 53 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.

  • 2,003 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.
  • 145 funds opened new Medtronic positions in Q2 2021 and 92 closed out, a net change of +53 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.