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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
CAM
376
Centre Asset Management
New York
$9.34M +$10.4M +115,695 New
Mercer Global Advisors
377
Mercer Global Advisors
Colorado
$9.29M +$458K +5,094 +5%
WBC
378
Westpac Banking Corp
Australia
$9.23M -$111K -1,234 -1%
MYAM
379
Meiji Yasuda Asset Management
Japan
$9.23M +$3.08M +34,273 +43%
CCP
380
Corient Capital Partners
California
$9.15M
VAM
381
Veritas Asset Management
United Kingdom
$9.05M -$881K -9,808 -8%
LG
382
LaFleur & Godfrey
Michigan
$9.04M -$1.06M -11,784 -10%
WTB
383
Washington Trust Bank
Washington
$9.03M +$530K +5,893 +6%
HTHT
384
Hemenway Trust Hemenway Trust
New Hampshire
$8.89M +$1.51M +16,831 +18%
MC
385
Miramar Capital
Illinois
$8.85M +$262K +2,919 +3%
OTPPB
386
Ontario Teachers' Pension Plan Board
Ontario, Canada
$8.8M +$9.8M +109,000 New
PAG
387
Private Advisor Group
New Jersey
$8.79M -$2.6M -28,909 -21%
SAM
388
Securian Asset Management
Minnesota
$8.74M -$49K -545 -0.5%
AI
389
Atria Investments
North Carolina
$8.72M +$860K +9,572 +10%
Capstone Investment Advisors
390
Capstone Investment Advisors
New York
$8.71M +$8.18M +91,042 +540%
JCM
391
Janney Capital Management
Pennsylvania
$8.64M +$7.79M +86,704 +426%
BWP
392
Baldwin Wealth Partners
Massachusetts
$8.64M -$267K -2,966 -3%
BCM
393
Bayesian Capital Management
New York
$8.61M +$7.24M +80,600 +310%
RBA
394
Richard Bernstein Advisors
New York
$8.57M -$861K -9,582 -8%
SFM
395
Stack Financial Management
Montana
$8.46M +$222K +2,470 +2%
TBA
396
Tower Bridge Advisors
Pennsylvania
$8.46M -$1.69M -18,834 -15%
SCA
397
Stonebridge Capital Advisors
Minnesota
$8.46M +$381K +4,242 +4%
KIA
398
KCM Investment Advisors
California
$8.43M +$74K +823 +0.8%
WIC
399
Wilkins Investment Counsel
Massachusetts
$8.41M +$247K +2,749 +3%
OSAM
400
O'Shaughnessy Asset Management
Connecticut
$8.4M +$4.38M +48,721 +88%

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.