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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
451
Gratus Capital
Georgia
$9.4M +$394K +3,402 +4%
TI
452
Trexquant Investment
Connecticut
$9.36M +$1.18M +10,165 +13%
KRS
453
Kentucky Retirement Systems
Kentucky
$9.34M +$1.36M +11,768 +15%
SF
454
Synovus Financial
Georgia
$9.32M +$504K +4,353 +5%
PL
455
Parthenon LLC
Kentucky
$9.29M -$106K -919 -1%
VLKIM
456
Van Lanschot Kempen Investment Management
Netherlands
$9.28M +$951K +8,210 +10%
ACI
457
Alpha Cubed Investments
California
$9.24M -$747K -6,449 -7%
SCM
458
SKBA Capital Management
California
$9.23M +$1.06M +9,123 +11%
NCM
459
Novare Capital Management
North Carolina
$9.14M -$84K -725 -0.8%
CK
460
Cohen Klingenstein
New York
$9.11M -$1.88M -16,200 -16%
LG
461
LaFleur & Godfrey
Michigan
$9.05M +$7.93M +68,512 +362%
B
462
Bailard
California
$9.04M -$642K -5,541 -6%
SCA
463
Stonebridge Capital Advisors
Minnesota
$9M +$505K +4,359 +5%
PHK
464
Point72 Hong Kong
Hong Kong
$8.91M +$8.07M +69,651 +423%
SMDAM
465
Sumitomo Mitsui DS Asset Management
Japan
$8.91M -$85.6K -739 -0.9%
X
466
Xponance
Pennsylvania
$8.91M +$2.09M +18,037 +27%
FNBT
467
FineMark National Bank & Trust
Florida
$8.88M -$2.37M -20,430 -19%
WCMN
468
Westchester Capital Management (Nebraska)
Nebraska
$8.8M +$330K +2,849 +3%
BFM
469
Boothbay Fund Management
New York
$8.79M +$7.05M +60,908 +253%
HFS
470
Haverford Financial Services
Pennsylvania
$8.74M -$195K -1,683 -2%
NW
471
NewEdge Wealth
Pennsylvania
$8.74M +$625K +5,394 +7%
LSERS
472
Louisiana State Employees Retirement System
Louisiana
$8.72M +$69.5K +600 +0.7%
Daiwa Securities Group
473
Daiwa Securities Group
Japan
$8.72M -$1.75M -15,145 -15%
NAM
474
NorthCrest Asset Manangement
Minnesota
$8.69M +$9.73M +84,012 New
BCM
475
BTC Capital Management
Iowa
$8.69M +$1M +8,645 +11%

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.