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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
GC
376
Grimes & Company
Massachusetts
$13.1M +$282K +2,434 +2%
AIM
377
Aigen Investment Management
New York
$13M +$14.9M +128,951 New
TU
378
TDAM USA
Ontario, Canada
$13M -$119K -1,024 -0.8%
PFPT
379
Pinnacle Financial Partners (Tennessee)
Tennessee
$13M +$4.11M +35,458 +39%
SAM
380
Socorro Asset Management
Texas
$12.9M +$3.3M +28,470 +29%
TA
381
Tamarack Advisers
California
$12.9M -$8.68M -75,000 -38%
PP
382
Prospector Partners
Connecticut
$12.9M +$3.23M +27,900 +29%
Toronto Dominion Bank
383
Toronto Dominion Bank
Ontario, Canada
$12.8M -$126M -1,086,651 -90%
CCM
384
Chilton Capital Management
Texas
$12.8M -$729K -6,295 -5%
BCP
385
Blue Chip Partners
Michigan
$12.7M -$724K -6,255 -5%
CA
386
Cornerstone Advisors
North Carolina
$12.7M
NWM
387
Nicola Wealth Management
British Columbia, Canada
$12.6M +$6.25M +54,000 +80%
CCP
388
Clarkston Capital Partners
Michigan
$12.6M +$982K +8,481 +8%
HFS
389
Hantz Financial Services
Michigan
$12.5M +$435K +3,753 +3%
GW
390
GW & Wade
Massachusetts
$12.5M +$600K +5,183 +4%
Walleye Trading
391
Walleye Trading
New York
$12.4M +$11.4M +98,658 +462%
WBC
392
Westpac Banking Corp
Australia
$12.3M -$4.17M -35,998 -23%
Jones Financial Companies
393
Jones Financial Companies
Missouri
$12.2M -$7.18K -62 -0.1%
VMPIC
394
Varma Mutual Pension Insurance Co
Finland
$12.2M
ECM
395
Estabrook Capital Management
New York
$12.2M -$89.4K -772 -0.7%
BHC
396
Bowen Hanes & Co
Florida
$12.1M -$36.8M -318,215 -73%
CAG
397
Crestwood Advisors Group
Massachusetts
$12M -$27.9M -241,065 -67%
FNT
398
First National Trust
Pennsylvania
$12M +$288K +2,484 +2%
NONA
399
Ninety One North America
New York
$11.9M -$192K -1,657 -1%
NB
400
Norinchukin Bank
Japan
$11.9M -$66.4K -573 -0.5%

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.