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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
CLOS
401
Compagnie Lombard Odier SCmA
Switzerland
$8.4M
KRS
402
Kentucky Retirement Systems
Kentucky
$8.4M +$399K +4,442 +4%
LCM
403
LVM Capital Management
Michigan
$8.39M -$315K -3,505 -3%
UAS
404
United Asset Strategies
New York
$8.37M +$285K +3,169 +3%
NCM
405
Noesis Capital Mangement
Florida
$8.32M -$68.9K -767 -0.7%
BPA
406
Beacon Pointe Advisors
California
$8.29M -$777K -8,647 -8%
GAM
407
Gotham Asset Management
New York
$8.26M -$5.76M -64,084 -39%
MIM
408
Marco Investment Management
Georgia
$8.24M +$18K +200 +0.2%
FA
409
FDx Advisors
Illinois
$8.22M -$412K -4,584 -4%
HNB
410
Huntington National Bank
Ohio
$8.22M -$508K -5,652 -5%
OPERF
411
Oregon Public Employees Retirement Fund
Oregon
$8.2M -$248K -2,755 -3%
VF
412
Vest Financial
Virginia
$8.08M +$1.13M +12,535 +14%
EMPI
413
Elo Mutual Pension Insurance
Finland
$8.07M -$528K -5,879 -6%
NB
414
Norinchukin Bank
Japan
$8.07M +$919K +10,226 +11%
SF
415
Synovus Financial
Georgia
$8.05M +$355K +3,949 +4%
BL
416
BCWM LLC
Kansas
$8.02M +$1.1M +12,245 +14%
VLKIM
417
Van Lanschot Kempen Investment Management
Netherlands
$8.01M +$96.5K +1,074 +1%
HSBC Holdings
418
HSBC Holdings
United Kingdom
$7.96M +$1.73M +19,296 +25%
Cerity Partners
419
Cerity Partners
New York
$7.95M -$333K -3,705 -4%
PCA
420
Pallas Capital Advisors
Massachusetts
$7.94M -$20.9K -233 -0.2%
TCM
421
Telos Capital Management
California
$7.9M +$523K +5,823 +6%
ZCM
422
Ziegler Capital Management
Illinois
$7.9M +$418K +4,655 +5%
TMAM
423
Tokio Marine Asset Management
Japan
$7.87M +$1.12M +12,494 +15%
SMDAM
424
Sumitomo Mitsui DS Asset Management
Japan
$7.85M +$441K +4,911 +5%
GF
425
Gabelli Funds
New York
$7.81M -$5.86M -65,250 -40%

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.