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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
UFF
1901
USA Financial Formulas
Michigan
$57K -$29.4K -234 -34%
FWM
1902
Focused Wealth Management
New York
$57K +$15.7K +125 +38%
MAM
1903
McCarthy Asset Management
California
$56K
SIS
1904
Sound Income Strategies
Florida
$56K +$10.8K +86 +23%
LWA
1905
Lenox Wealth Advisors
New York
$54K -$12.4K -99 -19%
DI
1906
Disciplined Investments
Oklahoma
$54K
TCM
1907
Tradewinds Capital Management
Washington
$54K
Nisa Investment Advisors
1908
Nisa Investment Advisors
Missouri
$52.1K -$6.68M -53,216 -11%
AIG
1909
American International Group
New York
$51.2K -$48.8K -389 -0.1%
SA
1910
SRH Advisors
Kansas
$50K
MF
1911
Magnetar Financial
Illinois
$49.5K +$4.05M +32,282 +9%
FBT
1912
First Bank & Trust
South Dakota
$49K -$1.13K -9 -2%
HFA
1913
HC Financial Advisors
California
$48K
CCA
1914
Column Capital Advisors
Indiana
$47K +$17.1K +136 +57%
GCM
1915
Gables Capital Management
Florida
$45K -$15.3K -122 -25%
CAGAS
1916
Capital Advisory Group Advisory Services
Minnesota
$45K
CCC
1917
Crescent Capital Consulting
Louisiana
$44K +$4.14K +33 +10%
KC
1918
Knuff & Co
California
$43K
NR
1919
Newfound Research
Massachusetts
$43K +$43.3K +345 New
RA
1920
Resolute Advisors
California
$42K
GCM
1921
Gladius Capital Management
Illinois
$42K +$29.4K +234 +229%
ME
1922
McIlrath & Eck
Washington
$41K -$65.7K -523 -61%
APC
1923
Aspire Private Capital
North Carolina
$41K -$1.38K -11 -3%
CWA
1924
Clearview Wealth Advisors
Oregon
$40K
FI
1925
FormulaFolio Investments
Michigan
$40K

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.