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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
Northwestern Mutual Wealth Management
351
Northwestern Mutual Wealth Management
Wisconsin
$14.9M -$606K -5,235 -3%
WF
352
Welch & Forbes
Massachusetts
$14.9M +$77K +665 +0.5%
Cambridge Investment Research Advisors
353
Cambridge Investment Research Advisors
Iowa
$14.6M +$1.27M +10,957 +8%
CAM
354
Cidel Asset Management
Ontario, Canada
$14.6M -$4.45M -38,454 -21%
AAM
355
Auxier Asset Management
Oregon
$14.6M -$21.4K -185 -0.1%
WP
356
WealthPLAN Partners
Nebraska
$14.5M +$963K +8,313 +6%
MCM
357
MAI Capital Management
Ohio
$14.4M +$576K +4,975 +4%
QC
358
Quadrature Capital
United Kingdom
$14.3M +$16M +138,559 New
FA
359
FDx Advisors
Illinois
$14.3M +$2.9M +25,060 +22%
DWT
360
Dorsey & Whitney Trust
South Dakota
$14.2M +$199K +1,720 +1%
AC
361
Allstate Corporation
Illinois
$14.2M +$12.7M +109,606 +400%
SBWIC
362
Schaper Benz & Wise Investment Counsel
Wisconsin
$14M +$1.31M +11,307 +9%
Jane Street
363
Jane Street
New York
$13.9M +$11.2M +96,850 +258%
TF
364
TIAA FSB
Florida
$13.9M +$253K +2,186 +2%
FBA
365
Front Barnett Associates
Illinois
$13.8M +$233K +2,009 +2%
HVIA
366
Hudson Valley Investment Advisors
New York
$13.7M -$104K -902 -0.7%
NPA
367
Nichols & Pratt Advisers
Massachusetts
$13.6M +$123K +1,060 +0.8%
AA
368
Apriem Advisors
California
$13.6M -$170K -1,470 -1%
DT
369
Diversified Trust
Tennessee
$13.5M +$1.25M +10,782 +9%
MCM
370
McRae Capital Management
New Jersey
$13.3M +$822K +7,100 +6%
ECG
371
Edge Capital Group
Georgia
$13.3M +$2.34M +20,215 +19%
PR
372
Payden & Rygel
California
$13.3M +$14M +120,470 +1,565%
VC
373
Vestor Capital
Illinois
$13.2M -$423K -3,649 -3%
WC
374
Woodstock Corp
Massachusetts
$13.2M +$148K +1,278 +1%
TBA
375
Tower Bridge Advisors
Pennsylvania
$13.1M +$1.11M +9,590 +8%

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.