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Medtronic

1,930 hedge funds and large institutions have $87.7B invested in Medtronic in 2022 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 913 increasing their positions, 707 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $893M | Put options by funds: $461M

29% more repeat investments, than reductions

Existing positions increased: 913 | Existing positions reduced: 707

3% more funds holding in top 10

Funds holding in top 10: 3233 (+1)

1.45% more ownership

Funds ownership: 80.59%82.04% (+1.5%)

5% less funds holding

Funds holding: 2,0211,930 (-91)

8% less capital invested

Capital invested by funds: $95.6B → $87.7B (-$7.91B)

39% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 148

Holders
1,930
Holders Change
-91
Holders Change %
-4.5%
% of All Funds
33.25%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.57%
New
90
Increased
913
Reduced
707
Closed
148
Calls
$893M
Puts
$461M
Net Calls
+$432M
Net Calls Change
-$17.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
301
Central Securities
New York
$14.9M
NIM
302
Nexus Investment Management
Ontario, Canada
$14.9M -$302K -3,360 -2%
CF
303
Cantor Fitzgerald
New York
$14.9M -$4.69M -52,210 -22%
OBGC
304
O'Brien Greene & Co
Pennsylvania
$14.7M +$11.3M +125,330 +221%
CIM
305
Confluence Investment Management
Missouri
$14.7M +$541K +6,024 +3%
RS
306
Robeco Schweiz
Switzerland
$14.5M
CAN
307
Cetera Advisor Networks
California
$14.4M +$5.3M +58,986 +50%
WIM
308
WealthPlan Investment Management
Nebraska
$14.4M +$16.8M +186,618 New
RC
309
Randolph Company
Ohio
$14.2M +$20.9K +233 +0.1%
AssetMark Inc
310
AssetMark Inc
California
$14.1M +$2.31M +25,687 +17%
WAM
311
Wallington Asset Management
Indiana
$14M +$27.1K +302 +0.2%
KCM
312
Kornitzer Capital Management
Kansas
$14M +$19K +211 +0.1%
AA
313
Ancora Advisors
Ohio
$13.8M +$572K +6,360 +4%
CAPTRUST Financial Advisors
314
CAPTRUST Financial Advisors
North Carolina
$13.5M +$4.16M +46,308 +38%
NMIFOAC
315
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$13.5M
GHA
316
GW Henssler & Associates
Georgia
$13.2M +$3.3M +36,699 +29%
NC
317
Nekton Capital
United Kingdom
$13.2M +$14.7M +163,275 New
GC
318
Grimes & Company
Massachusetts
$12.9M +$1.29M +14,348 +10%
NSLI
319
Nan Shan Life Insurance
Taiwan
$12.9M -$27.4M -304,516 -66%
NAM
320
Nissay Asset Management
Japan
$12.8M +$458K +5,093 +3%
KeyBank National Association
321
KeyBank National Association
Ohio
$12.6M -$156K -1,740 -1%
FNBOO
322
First National Bank of Omaha
Nebraska
$12.5M +$97.8K +1,088 +0.7%
CNB
323
Czech National Bank
Czech Republic
$12.5M +$13.9M +154,415 New
Cambridge Investment Research Advisors
324
Cambridge Investment Research Advisors
Iowa
$12.4M +$475K +5,282 +4%
NWM
325
Nicola Wealth Management
British Columbia, Canada
$12.4M +$1.12M +12,500 +9%

MDT Hedge Fund Activity: Q3 2022 in Review

1,930 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q3 2022, worth a combined $87.7B — down 8.3% from $95.6B a quarter earlier.

Sellers outnumbered buyers: 148 funds closed out of MDT and 90 opened new positions — a net loss of 58 holders — while 707 trimmed existing stakes and 913 added.

The largest buyer was BlackRock, adding an estimated $505M. The largest seller was Franklin Resources, cutting an estimated $459M.

  • 1,930 institutional investors held Medtronic (MDT) as of Q3 2022, down from 2,021 in Q2 2022.
  • Funds reported $87.7B of Medtronic stock for Q3 2022, down 8.3% quarter-over-quarter.
  • 90 funds opened new Medtronic positions in Q3 2022 and 148 closed out, a net change of -58 holders.
  • The largest Medtronic buyer in Q3 2022 was BlackRock, an estimated $505M added.
  • The largest Medtronic seller in Q3 2022 was Franklin Resources, an estimated $459M sold.

Based on aggregated 13F filings for Q3 2022.