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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
CMBA
1976
C.M. Bidwell & Associates
Hawaii
$11K
TAIM
1977
TD Ameritrade Investment Management
Nebraska
$10K -$120K -958 -92%
CWAF
1978
Core Wealth Advisors (Florida)
Florida
$9K
TJHA
1979
Thomas J. Herzfeld Advisors
Florida
$9K
AAP
1980
Arax Advisory Partners
Colorado
$9K +$9.04K +72 New
IRAG
1981
Investment Research & Advisory Group
Georgia
$9K +$9.42K +75 New
EWM
1982
Elmwood Wealth Management
California
$8K
SCA
1983
Stuart Chaussee & Associates
California
$8K
SWM
1984
Sugarloaf Wealth Management
Georgia
$8K +$126 +1 +1%
CFN
1985
Cordasco Financial Network
Florida
$7K
FA
1986
Fortis Advisors
Pennsylvania
$7K
RBC
1987
Roble Belko & Company
Pennsylvania
$7K
TFGT
1988
TS Financial Group (TSFG)
Illinois
$7K +$2.51K +20 +59%
SWM
1989
Selective Wealth Management
Virginia
$6K +$5.02K +40 +444%
CS
1990
Candriam SCA
Luxembourg
$5K -$126 -1 -3%
TWP
1991
TFO Wealth Partners
Ohio
$5K +$5.02K +40 New
BBHC
1992
Brown Brothers Harriman & Co
New York
$4.33K +$169K +1,345 +4%
LIM
1993
Longfellow Investment Management
Massachusetts
$4K -$2.19M -17,450 -100%
PCA
1994
Providence Capital Advisors
North Carolina
$3K -$10.3K -82 -77%
SJIM
1995
St. Johns Investment Management
Florida
$3K +$3.01K +24 New
H
1996
HoyleCohen
California
$2.83K +$52.5K +418 +2%
AIA
1997
Arcadia Investment Advisors
Idaho
$2.48K +$2.51K +20 New
IPW
1998
IronBridge Private Wealth
Texas
$2K
MFA
1999
McClarren Financial Advisors
Pennsylvania
$2K
SFA
2000
Semmax Financial Advisors
North Carolina
$2K

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.