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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
WA
1
WestEnd Advisors
North Carolina
$44.1B -$42.9M -342,066 Closed
Vanguard Group
2
Vanguard Group
Pennsylvania
$13.9B +$90M +717,126 +0.6%
BlackRock
3
BlackRock
New York
$13B -$268M -2,138,321 -2%
State Street
4
State Street
Massachusetts
$6.97B +$142M +1,128,738 +2%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$5.72B -$218M -1,737,118 -4%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$4.15B -$97.4M -775,593 -2%
JP Morgan Chase
7
JP Morgan Chase
New York
$3.22B +$418M +3,325,977 +15%
Lazard Asset Management
8
Lazard Asset Management
New York
$3.05B +$51.6M +410,663 +2%
Bank of America
9
Bank of America
North Carolina
$2.93B -$24.1M -191,642 -0.8%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$2.82B +$92.3M +735,134 +3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.7B +$47.9M +381,458 +2%
Capital Research Global Investors
12
Capital Research Global Investors
California
$2.3B +$419M +3,337,462 +22%
Franklin Resources
13
Franklin Resources
California
$2.14B -$180M -1,437,123 -8%
Ameriprise
14
Ameriprise
Minnesota
$1.94B -$123M -977,328 -6%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.87B -$527M -4,199,144 -22%
Northern Trust
16
Northern Trust
Illinois
$1.86B -$55.7M -443,293 -3%
Wells Fargo
17
Wells Fargo
California
$1.82B -$82.8M -659,672 -4%
Norges Bank
18
Norges Bank
Norway
$1.71B -$56.5M -449,651 -3%
N
19
Nuveen
North Carolina
$1.64B +$18M +143,325 +1%
Morgan Stanley
20
Morgan Stanley
New York
$1.61B +$123M +981,186 +8%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.48B +$66.2M +527,442 +5%
Deutsche Bank
22
Deutsche Bank
Germany
$1.37B +$40.9M +325,592 +3%
UBS Group
23
UBS Group
Switzerland
$1.36B -$26.2M -208,770 -2%
Sanders Capital
24
Sanders Capital
Florida
$1.28B +$269M +2,145,361 +26%
AllianceBernstein
25
AllianceBernstein
Tennessee
$1.17B -$42.5M -338,129 -3%

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.