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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
MML Investors Services
301
MML Investors Services
Massachusetts
$20M +$1.44M +12,453 +7%
MAM
302
Madison Asset Management
Wisconsin
$20M -$1.09M -9,398 -5%
FMI
303
Factory Mutual Insurance
Massachusetts
$19.8M -$8.9M -76,887 -28%
CTI
304
Community Trust & Investment
Kentucky
$19.7M +$219K +1,889 +1%
Connor, Clark & Lunn Investment Management (CC&L)
305
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$19.7M -$9.39M -81,070 -30%
First Eagle Investment Management
306
First Eagle Investment Management
New York
$19.6M -$71.6K -618 -0.3%
PTC
307
Philadelphia Trust Company
Pennsylvania
$19.4M -$5.57M -48,090 -20%
RS
308
Robeco Schweiz
Switzerland
$19.3M -$18.3M -158,449 -46%
TPSF
309
Texas Permanent School Fund
Texas
$19.2M -$2.58M -22,251 -11%
CS
310
Central Securities
New York
$19.1M
SI
311
Stephens Inc
Arkansas
$18.9M -$5.05M -43,607 -19%
DDPIC
312
Deroy & Devereaux Private Investment Counsel
Michigan
$18.8M +$5.97M +51,518 +39%
PP
313
Paloma Partners
Connecticut
$18.4M +$16.4M +141,203 +389%
BF
314
BOK Financial
Oklahoma
$18.4M -$1.23M -10,590 -6%
RMCM
315
Reynders McVeigh Capital Management
Massachusetts
$18.2M -$2.62M -22,618 -11%
RC
316
Randolph Company
Ohio
$18.1M +$47.2K +408 +0.2%
EHC
317
Everett Harris & Co
California
$18M -$55K -475 -0.3%
FP
318
Foundry Partners
Minnesota
$17.9M -$368K -3,175 -2%
GI
319
Gradient Investments
Minnesota
$17.6M +$12.7M +109,521 +180%
WAM
320
Wallington Asset Management
Indiana
$17.6M -$207K -1,790 -1%
CM
321
Caption Management
Oklahoma
$17.5M +$10.9M +94,430 +126%
SSWM
322
Smith Salley Wealth Management
North Carolina
$17.5M -$13K -112 -0.1%
COPPSERS
323
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$17.5M +$58.9K +509 +0.3%
BTCPP
324
Border to Coast Pensions Partnership
United Kingdom
$17.5M
KCM
325
Kornitzer Capital Management
Kansas
$17.4M -$108K -935 -0.6%

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.