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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
SNT
1876
Security National Trust
West Virginia
$83K
EARNEST Partners
1877
EARNEST Partners
Georgia
$82K
LWM
1878
Liberty Wealth Management
California
$80K -$73.2K -583 -48%
FFA
1879
Freedman Financial Associates
Massachusetts
$80K +$11.9K +95 +17%
FFC
1880
First Financial Corp
Indiana
$79K
POIA
1881
Pin Oak Investment Advisors
Texas
$79K
CPWM
1882
Cypress Point Wealth Management
Texas
$78K +$78.5K +625 New
WBC
1883
West Branch Capital
Massachusetts
$78K +$79K +629 New
SWA
1884
Sutton Wealth Advisors
Florida
$77.3K
TFM
1885
TFC Financial Management
Massachusetts
$77K +$10.9K +87 +16%
TSW
1886
Thompson Siegel & Walmsley
Virginia
$75K -$32.1K -256 -30%
HIM
1887
Hillsdale Investment Management
Ontario, Canada
$75K +$76K +605 New
OIS
1888
Okabena Investment Services
Minnesota
$74K
NC
1889
NewSquare Capital
Pennsylvania
$74K +$74.8K +596 New
CIR
1890
Clear Investment Research
Georgia
$74K +$75.3K +600 New
GI
1891
GS Investments
Minnesota
$68K
ACA
1892
Atlas Capital Advisors
Wyoming
$66.7K +$4.65K +37 +7%
AWM
1893
AllSquare Wealth Management
New York
$66K
EC
1894
Estate Counselors
Wisconsin
$62K
HI
1895
Hoey Investments
Pennsylvania
$62K
SAM
1896
S.A. Mason
Michigan
$62K
SWA
1897
SOA Wealth Advisors
New York
$62K +$5.65K +45 +10%
DWA
1898
Delos Wealth Advisors
Texas
$62K +$62.8K +500 New
CM
1899
Castleark Management
Illinois
$60K
PGWM
1900
Parisi Gray Wealth Management
New Jersey
$60K +$60.5K +482 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.