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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
WIM
2001
Westside Investment Management
California
$1.55K -$10K -80 -0.6%
TFA
2002
Transamerica Financial Advisors
Florida
$1K -$126 -1 -25%
LWA
2003
Lowe Wealth Advisors
Maryland
$1K
PI
2004
PEAK6 Investments
Illinois
$1K +$628 +5 New
WA
2005
Waddell & Associates
Tennessee
$248 +$251K +1,997 New
RG
2006
Redmile Group
California
-$116M -979,108 Closed
Balyasny Asset Management
2007
Balyasny Asset Management
Illinois
-$67.7M -539,447 Closed
TAM
2008
Todd Asset Management
Kentucky
-$58.9M -498,626 Closed
Point72 Asset Management
2009
Point72 Asset Management
Connecticut
-$51.6M -437,100 Closed
EIC
2010
Equity Investment Corp
Georgia
-$47.2M -399,238 Closed
FMI
2011
Factory Mutual Insurance
Massachusetts
-$33.7M -285,578 Closed
CBUSF
2012
Construction & Building Unions Superannuation Fund
Australia
-$30.8M -260,677 Closed
RBCM
2013
Raub Brock Capital Management
California
-$24.8M -210,290 Closed
MAM
2014
Majedie Asset Management
United Kingdom
-$23.6M -200,060 Closed
MLICM
2015
Metropolitan Life Insurance Company (MetLife)
New York
-$19.7M -166,421 Closed
BAIA
2016
Bel Air Investment Advisors
California
-$15.5M -130,963 Closed
KSCM
2017
Key Square Capital Management
Connecticut
-$13.7M -115,982 Closed
MSRPS
2018
Maryland State Retirement & Pension System
Maryland
-$12.1M -102,829 Closed
NSLI
2019
Nan Shan Life Insurance
Taiwan
-$11.1M -94,126 Closed
OAC
2020
OMERS Administration Corp
Ontario, Canada
-$8.64M -73,139 Closed
KWILP
2021
Kiwi Wealth Investments Limited Partnership
New Zealand
-$6.27M -53,076 Closed
BC
2022
Brookfield Corp
Ontario, Canada
-$5.73M -48,487 Closed
TCA
2023
Transcend Capital Advisors
New Jersey
-$5.12M -43,295 Closed
CC
2024
Cipher Capital
New York
-$3.56M -30,169 Closed
Simplex Trading
2025
Simplex Trading
Illinois
-$3.78M -30,086 Closed

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.