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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
IWP
1951
IAG Wealth Partners
Wisconsin
$24K
HR
1952
Howe & Rusling
New York
$24K +$11.9K +95 +95%
RTC
1953
Riverview Trust Company
Washington
$23K
BBL
1954
Beck Bode LLC
Massachusetts
$23K +$22.9K +182 New
TAM
1955
Tucker Asset Management
Colorado
$22.8K -$12.6K -100 -35%
FMP
1956
Financial Management Professionals
Texas
$22K +$9.92K +79 +82%
ARMC
1957
American Research & Management Company
Massachusetts
$20K
CDIA
1958
Capital Directions Investment Advisors
Georgia
$20K +$20.7K +165 New
LWANC
1959
Laurel Wealth Advisors (North Carolina)
North Carolina
$19K
TIM
1960
Tortoise Investment Management
New York
$19K
NFSG
1961
Newbridge Financial Services Group
Florida
$19K +$377 +3 +2%
PWS
1962
Paragon Wealth Strategies
Florida
$19K +$18.8K +150 New
AIM
1963
Arcadia Investment Management
Michigan
$17K +$16.8K +134 New
WLPWM
1964
Walled Lake Planning & Wealth Management
Illinois
$16K
AFS
1965
Annapolis Financial Services
Maryland
$16K +$2.76K +22 +20%
ACM
1966
Anfield Capital Management
California
$16K +$16.1K +128 New
TF
1967
TimeScale Financial
Massachusetts
$15K -$6.03K -48 -29%
SWG
1968
Summit Wealth Group
Vermont
$15K +$3.39K +27 +28%
MFM
1969
MD Financial Management
Ontario, Canada
$13K -$2.81M -22,384 -100%
RCA
1970
Ranch Capital Advisors
Florida
$12K -$1.88K -15 -14%
AA
1971
AlphaMark Advisors
Kentucky
$12K
DOA
1972
D'Orazio & Associates
Virginia
$12K
WWMSC
1973
Wagner Wealth Management (South Carolina)
South Carolina
$12K
AA
1974
Addison Advisors
Vermont
$12K +$11.9K +95 New
HF
1975
Halpern Financial
Virginia
$11.8K

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.