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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
GIBU
276
Gulf International Bank (UK)
United Kingdom
$23M -$5.35M -46,213 -17%
CB
277
Commerce Bank
Missouri
$23M +$1.86M +16,029 +8%
WorldQuant Millennium Advisors
278
WorldQuant Millennium Advisors
New York
$22.8M -$1.95M -16,824 -7%
CT
279
Cambridge Trust
Massachusetts
$22.7M -$546K -4,714 -2%
SOADOR
280
State of Alaska Department of Revenue
Alaska
$22.4M -$2.23M -19,290 -8%
GD
281
Grandfield & Dodd
New York
$22.3M +$300K +2,587 +1%
BCM
282
Becker Capital Management
Oregon
$22.3M +$616K +5,323 +3%
Brown Advisory
283
Brown Advisory
Maryland
$22.3M +$2.11M +18,259 +9%
HHAA
284
Henry H. Armstrong Associates
Pennsylvania
$21.9M -$280K -2,422 -1%
CA
285
Capitolis Advisors
New York
$21.8M +$1.97M +16,993 +9%
Mirae Asset Global Investments
286
Mirae Asset Global Investments
South Korea
$21.8M +$1.72M +14,821 +8%
Carson Wealth (CWM LLC)
287
Carson Wealth (CWM LLC)
Nebraska
$21.4M +$24M +206,963 New
TAM
288
Trillium Asset Management
Massachusetts
$21.3M +$157K +1,352 +0.7%
SJIC
289
St. James Investment Company
Texas
$21.3M +$8.2M +70,841 +53%
MFAM
290
Motley Fool Asset Management
Virginia
$21.2M
BPWM
291
Badgley Phelps Wealth Managers
Washington
$21.2M -$544K -4,702 -2%
FCI
292
Financial Counselors Inc
Kansas
$21.2M -$1.03M -8,919 -4%
KFC
293
Klingenstein Fields & Co
New York
$21.2M -$390K -3,368 -2%
SGA
294
Sector Gamma AS
Norway
$21.1M +$2.27M +19,568 +11%
GC
295
Guggenheim Capital
Illinois
$21M +$2.16M +18,640 +10%
GT
296
Glenview Trust
Kentucky
$20.8M -$102K -882 -0.4%
SCI
297
S&CO Inc
Massachusetts
$20.6M
LGF
298
LGT Group Foundation
Liechtenstein
$20.4M +$22.8M +197,118 New
NIM
299
Nexus Investment Management
Ontario, Canada
$20.3M +$1.41M +12,205 +7%
BFS
300
Bradley Foster & Sargent
Connecticut
$20M -$2.36M -20,382 -10%

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.