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Medtronic

1,961 hedge funds and large institutions have $84.7B invested in Medtronic in 2022 Q4 according to their latest regulatory filings, with 212 funds opening new positions, 679 increasing their positions, 909 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $901M | Put options by funds: $523M

39% more first-time investments, than exits

New positions opened: 212 | Existing positions closed: 152

2% more funds holding

Funds holding: 1,9301,961 (+31)

0.62% less ownership

Funds ownership: 82.04%81.43% (-0.62%)

3% less capital invested

Capital invested by funds: $87.7B → $84.7B (-$3.02B)

6% less funds holding in top 10

Funds holding in top 10: 3331 (-2)

25% less repeat investments, than reductions

Existing positions increased: 679 | Existing positions reduced: 909

Holders
1,961
Holders Change
+31
Holders Change %
+1.61%
% of All Funds
31.52%
Holding in Top 10
31
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.06%
% of All Funds
0.5%
New
212
Increased
679
Reduced
909
Closed
152
Calls
$901M
Puts
$523M
Net Calls
+$377M
Net Calls Change
-$54.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CNB
326
Czech National Bank
Czech Republic
$12.1M +$94.3K +1,164 +0.8%
GC
327
Grimes & Company
Massachusetts
$12M -$389K -4,798 -3%
Cambridge Investment Research Advisors
328
Cambridge Investment Research Advisors
Iowa
$11.9M -$36.4K -449 -0.3%
VMPIC
329
Varma Mutual Pension Insurance Co
Finland
$11.7M
RMCM
330
Reynders McVeigh Capital Management
Massachusetts
$11.6M -$5.84M -72,087 -33%
FMII
331
Farmers & Merchants Investments Inc
Nebraska
$11.5M -$123K -1,518 -1%
AAM
332
Abeille Asset Management
France
$11.4M -$94.9K -1,171 -0.5%
MAA
333
Matrix Asset Advisors
New York
$11.3M -$73K -901 -0.6%
FDCDDQ
334
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.3M -$11.1M -137,469 -49%
CAPTRUST Financial Advisors
335
CAPTRUST Financial Advisors
North Carolina
$11.3M -$1.81M -22,297 -13%
AAM
336
Auxier Asset Management
Oregon
$11.3M +$154K +1,900 +1%
HTI
337
Hikari Tsushin Inc
Japan
$11.3M
BB
338
Busey Bank
Illinois
$11.2M +$634K +7,818 +6%
DWT
339
Dorsey & Whitney Trust
South Dakota
$11.2M -$412K -5,079 -3%
JCM
340
Janney Capital Management
Pennsylvania
$11.1M +$2.92M +35,973 +34%
FNBOO
341
First National Bank of Omaha
Nebraska
$11M -$1.04M -12,847 -8%
WHG
342
Westwood Holdings Group
Texas
$10.9M -$537K -6,625 -5%
Jane Street
343
Jane Street
New York
$10.9M -$13.6M -168,397 -55%
SBWIC
344
Schaper Benz & Wise Investment Counsel
Wisconsin
$10.8M -$218K -2,685 -2%
William Blair & Company
345
William Blair & Company
Illinois
$10.7M -$6.41M -79,093 -37%
KeyBank National Association
346
KeyBank National Association
Ohio
$10.7M -$1.52M -18,735 -12%
BCM
347
Bourgeon Capital Management
Connecticut
$10.6M +$18.6K +229 +0.2%
LDB
348
Lee, Danner & Bass
Tennessee
$10.6M +$1.09M +13,510 +11%
NPA
349
Nichols & Pratt Advisers
Massachusetts
$10.6M +$147K +1,814 +1%
CAM
350
Centre Asset Management
New York
$10.6M +$1.68M +20,705 +18%

MDT Hedge Fund Activity: Q4 2022 in Review

1,961 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q4 2022, worth a combined $84.7B — down 3.4% from $87.7B a quarter earlier.

Buyers outnumbered sellers: 212 funds opened new MDT positions and 152 closed out — a net gain of 60 holders — while 679 added to existing stakes and 909 trimmed.

The largest buyer was BlackRock, adding an estimated $510M. The largest seller was Lazard Asset Management, cutting an estimated $554M.

  • 1,961 institutional investors held Medtronic (MDT) as of Q4 2022, up from 1,930 in Q3 2022.
  • Funds reported $84.7B of Medtronic stock for Q4 2022, down 3.4% quarter-over-quarter.
  • 212 funds opened new Medtronic positions in Q4 2022 and 152 closed out, a net change of +60 holders.
  • The largest Medtronic buyer in Q4 2022 was BlackRock, an estimated $510M added.
  • The largest Medtronic seller in Q4 2022 was Lazard Asset Management, an estimated $554M sold.

Based on aggregated 13F filings for Q4 2022.