Medtronic
MDT
1,977 hedge funds and large institutions have $129B invested in Medtronic in 2021 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 879 increasing their positions, 725 reducing their positions, and 86 closing their positions.
48% more first-time investments, than exits
New positions opened: 127 | Existing positions closed: 86
21% more repeat investments, than reductions
Existing positions increased: 879 | Existing positions reduced: 725
13% more call options, than puts
Call options by funds: $812M | Put options by funds: $715M
1% more capital invested
Capital invested by funds: $127B → $129B (+$1.61B)
1% more funds holding
Funds holding: 1,958 → 1,977 (+19)
0.19% more ownership
Funds ownership: 80.73% → 80.92% (+0.19%)
24% less funds holding in top 10
Funds holding in top 10: 70 → 53 (-17)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$635M |
| 2 |
Nuveen
Charlotte,
North Carolina
|
+$321M |
| 3 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$266M |
| 4 |
JP Morgan Chase
New York
|
+$223M |
| 5 |
Two Sigma Investments
New York
|
+$207M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$518M |
| 2 |
VAM
Vontobel Asset Management
New York
|
-$495M |
| 3 |
PG
Pendal Group
Sydney,
Australia
|
-$491M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$301M |
| 5 |
State Street
Boston,
Massachusetts
|
-$142M |
MDT Hedge Fund Activity: Q1 2021 in Review
1,977 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q1 2021, worth a combined $129B — up 1.3% from $127B a quarter earlier.
Buyers outnumbered sellers: 127 funds opened new MDT positions and 86 closed out — a net gain of 41 holders — while 879 added to existing stakes and 725 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $635M. The largest seller was Wellington Management Group, cutting an estimated $518M.
- 1,977 institutional investors held Medtronic (MDT) as of Q1 2021, up from 1,958 in Q4 2020.
- Funds reported $129B of Medtronic stock for Q1 2021, up 1.3% quarter-over-quarter.
- 127 funds opened new Medtronic positions in Q1 2021 and 86 closed out, a net change of +41 holders.
- The largest Medtronic buyer in Q1 2021 was Capital Research Global Investors, an estimated $635M added.
- The largest Medtronic seller in Q1 2021 was Wellington Management Group, an estimated $518M sold.
Based on aggregated 13F filings for Q1 2021.