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Medtronic

2,059 hedge funds and large institutions have $112B invested in Medtronic in 2021 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 856 increasing their positions, 739 reducing their positions, and 196 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 264 | Existing positions closed: 196

16% more repeat investments, than reductions

Existing positions increased: 856 | Existing positions reduced: 739

2% more funds holding

Funds holding: 2,0232,059 (+36)

3% more call options, than puts

Call options by funds: $1B | Put options by funds: $978M

0.22% more ownership

Funds ownership: 80.28%80.5% (+0.22%)

35% less funds holding in top 10

Funds holding in top 10: 5536 (-19)

38% less capital invested

Capital invested by funds: $180B → $112B (-$68.1B)

Holders
2,059
Holders Change
+36
Holders Change %
+1.78%
% of All Funds
31.69%
Holding in Top 10
36
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-34.55%
% of All Funds
0.55%
New
264
Increased
856
Reduced
739
Closed
196
Calls
$1B
Puts
$978M
Net Calls
+$25M
Net Calls Change
-$52M
Name Holding Trade Value Shares
Change
Change in
Stake
SDIC
226
South Dakota Investment Council
South Dakota
$34.8M +$1.57M +13,600 +4%
ET
227
Equitable Trust
Tennessee
$34.7M -$1.02M -8,806 -3%
BPCE
228
Bank Pictet & Cie (Europe)
Germany
$34.7M -$571K -4,933 -1%
CI
229
Cambiar Investors
Colorado
$34.3M +$5.28M +45,563 +16%
Impax Asset Management Group
230
Impax Asset Management Group
United Kingdom
$34.3M +$9.65M +83,371 +34%
GT
231
Glenmede Trust
Pennsylvania
$34.1M -$1.48M -12,759 -4%
MIS
232
Morningstar Investment Services
Illinois
$32.8M +$36.5M +314,939 +16,887%
OAM
233
Oppenheimer Asset Management
New York
$32.3M +$995K +8,589 +3%
CIBC World Market
234
CIBC World Market
Ontario, Canada
$31.6M +$4.1M +35,414 +13%
EL
235
Envoi LLC
Minnesota
$31M
RPAM
236
Rhenman & Partners Asset Management
Sweden
$30.9M +$2.66M +23,000 +8%
MIM
237
MetLife Investment Management
New Jersey
$30.8M -$717K -6,190 -2%
ST
238
Sabal Trust
Florida
$30.7M +$1.27M +10,927 +4%
FDCDDQ
239
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.3M +$11.2M +96,658 +49%
MAM
240
Martingale Asset Management
Massachusetts
$30.1M -$5.58M -48,222 -14%
RMDI
241
R.M. Davis Inc
Maine
$29.8M +$652K +5,633 +2%
SW
242
SVB Wealth
Massachusetts
$29.5M -$958K -8,274 -3%
CGH
243
Crossmark Global Holdings
Texas
$28.5M -$1.03M -8,911 -3%
FAF
244
Första AP-fonden
Sweden
$28.3M +$1.33M +11,500 +4%
RMA
245
Roffman Miller Associates
Pennsylvania
$28M +$231K +1,991 +0.7%
Balyasny Asset Management
246
Balyasny Asset Management
Illinois
$27.4M +$30.7M +264,894 New
YCM
247
Yousif Capital Management
Michigan
$26.9M +$30.1M +259,862 New
HCM
248
Howland Capital Management
Massachusetts
$26.7M -$1.33M -11,501 -4%
Luther King Capital Management (LKCM)
249
Luther King Capital Management (LKCM)
Texas
$26M +$164K +1,416 +0.6%
VDI
250
Vaughan David Investments
Illinois
$25.9M +$1.09M +9,440 +4%

MDT Hedge Fund Activity: Q4 2021 in Review

2,059 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q4 2021, worth a combined $112B — down 38% from $180B a quarter earlier.

Buyers outnumbered sellers: 264 funds opened new MDT positions and 196 closed out — a net gain of 68 holders — while 856 added to existing stakes and 739 trimmed.

The largest buyer was Franklin Resources, adding an estimated $603M. The largest seller was DZ Bank, cutting an estimated $632M.

  • 2,059 institutional investors held Medtronic (MDT) as of Q4 2021, up from 2,023 in Q3 2021.
  • Funds reported $112B of Medtronic stock for Q4 2021, down 38% quarter-over-quarter.
  • 264 funds opened new Medtronic positions in Q4 2021 and 196 closed out, a net change of +68 holders.
  • The largest Medtronic buyer in Q4 2021 was Franklin Resources, an estimated $603M added.
  • The largest Medtronic seller in Q4 2021 was DZ Bank, an estimated $632M sold.

Based on aggregated 13F filings for Q4 2021.