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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
RCYC
401
Richard C. Young & Co
Rhode Island
$11.9M +$353K +3,047 +3%
EW
402
Evoke Wealth
California
$11.7M +$2.18M +18,821 +20%
CA
403
Cullinan Associates
Kentucky
$11.7M +$137K +1,186 +1%
MFWM
404
Motley Fool Wealth Management
Virginia
$11.7M -$198K -1,710 -1%
GIM
405
Grassi Investment Management
California
$11.7M -$17.4K -150 -0.1%
BWP
406
Baldwin Wealth Partners
Massachusetts
$11.7M -$34.6K -299 -0.3%
AssetMark Inc
407
AssetMark Inc
California
$11.5M +$522K +4,509 +4%
SAM
408
Securian Asset Management
Minnesota
$11.5M -$101K -875 -0.8%
SCA
409
Stillwater Capital Advisors
Pennsylvania
$11.3M -$104K -899 -0.8%
OPERF
410
Oregon Public Employees Retirement Fund
Oregon
$11.3M -$392K -3,386 -3%
Creative Planning
411
Creative Planning
Kansas
$11.3M -$252K -2,177 -2%
BCI
412
Brinker Capital Investments
Pennsylvania
$11.3M -$1.12M -9,649 -8%
MCM
413
Maple Capital Management
Vermont
$11.2M +$579K +5,001 +5%
CLOS
414
Compagnie Lombard Odier SCmA
Switzerland
$11.2M -$67.3K -581 -0.5%
CIA
415
CCM Investment Advisers
South Carolina
$11.1M +$414K +3,572 +3%
CCP
416
Corient Capital Partners
California
$11M +$978K +8,450 +9%
OCM
417
Olstein Capital Management
New York
$11M +$4.4M +38,000 +56%
BIC
418
Beach Investment Counsel
Pennsylvania
$11M -$129K -1,116 -1%
AIA
419
Avalon Investment & Advisory
Texas
$10.9M +$12.2M +105,507 New
MPWT
420
MassMutual Private Wealth & Trust
Connecticut
$10.9M +$268K +2,315 +2%
WT
421
Washington Trust
Rhode Island
$10.8M +$186K +1,607 +2%
DADC
422
D.A. Davidson & Co
Montana
$10.8M +$131K +1,132 +1%
BB
423
Busey Bank
Illinois
$10.8M -$1.05M -9,039 -8%
TWC
424
TD Waterhouse Canada
Ontario, Canada
$10.7M +$11M +94,762 New
MSRPS
425
Maryland State Retirement & Pension System
Maryland
$10.7M +$100K +864 +0.8%

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.