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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
SWP
2076
ShoreHaven Wealth Partners
New Jersey
-$53K -443 Closed
CAC
2077
Certified Advisory Corp
Florida
-$44K -370 Closed
DWP
2078
Destiny Wealth Partners
Florida
-$42K -358 Closed
RG
2079
Retirement Group
California
-$39K -330 Closed
LGWM
2080
Litman Gregory Wealth Management
California
-$38K -322 Closed
WCM
2081
Wealthcare Capital Management
Virginia
-$35K -297 Closed
AS
2082
Altshuler Shaham
Israel
-$34K -292 Closed
MWM
2083
Mascoma Wealth Management
New Hampshire
-$32K -270 Closed
MWP
2084
Meridian Wealth Partners
Pennsylvania
-$30K -254 Closed
FA
2085
Financial Avengers
California
-$30K -250 Closed
BAMG
2086
Brand Asset Management Group
Missouri
-$24K -200 Closed
Q
2087
QVR
California
-$18.1K -144 Closed
BC
2088
Burleson & Co
California
-$12K -100 Closed
MF
2089
Manchester Financial
California
-$8K -70 Closed
PO
2090
Private Ocean
California
-$8K -69 Closed
BAM
2091
Bellevue Asset Management
Washington
-$5K -44 Closed
MAWCM
2092
Mine & Arao Wealth Creation & Management
California
-$3K -25 Closed
ADIM
2093
Alpha DNA Investment Management
Maryland
-$2K -19 Closed
RWG
2094
Regal Wealth Group
California
-$1K -11 Closed
LPWM
2095
Lake Point Wealth Management
Texas
+$251 +2 New

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.