We are live on ! Find out more
MDT icon

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
ETC
1926
Exchange Traded Concepts
Oklahoma
$39K -$6.78K -54 -15%
BMD
1927
Better Money Decisions
New Mexico
$39K
IUHSA
1928
Itau Unibanco Holding S.A.
Brazil
$39K +$39K +311 New
CFG
1929
CKW Financial Group
Hawaii
$38K
SFPG
1930
Stonebridge Financial Planning Group
Florida
$38K
BC
1931
Barnett & Company
Tennessee
$37K
TC
1932
Trust Company
Kansas
$37K
CP
1933
Corbenic Partners
Pennsylvania
$37K +$26.9K +214 +264%
PCH
1934
Polar Capital Holdings
United Kingdom
$36.3K -$25.8M -205,277 -41%
LFG
1935
Larson Financial Group
Missouri
$36K -$7.79K -62 -17%
VCM
1936
Versant Capital Management
Arizona
$36K -$5.65K -45 -13%
JAM
1937
JCIC Asset Management
Ontario, Canada
$36K
JWA
1938
JFS Wealth Advisors
Pennsylvania
$36K
RIA
1939
RPG Investment Advisory
California
$34K
HS
1940
Horan Securities
United States
$30K
GAM
1941
Gemmer Asset Management
California
$30K +$2.51K +20 +9%
VRM
1942
Vectors Research Management
New York
$30K +$5.02K +40 +20%
APWA
1943
Atlas Private Wealth Advisors
New Jersey
$28K -$22.5K -179 -45%
FCMT
1944
Founders Capital Management (Texas)
Texas
$28K
LS
1945
Leelyn Smith
Illinois
$28K
RCC
1946
Red Cedar Capital
Nebraska
$28K
Bank Julius Baer & Co
1947
Bank Julius Baer & Co
Switzerland
$25K -$37.3K -297 -60%
CA
1948
Crewe Advisors
Utah
$25K -$8.16K -65 -24%
ICM
1949
Islay Capital Management
Texas
$25K
AWA
1950
Artemis Wealth Advisors
New York
$24.3K

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.