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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
JWM
451
JGP Wealth Management
Oregon
$6.98M +$343K +3,822 +5%
GIM
452
Grassi Investment Management
California
$6.97M
KCM
453
Kanawha Capital Management
Virginia
$6.96M +$130K +1,449 +2%
MGWM
454
Marks Group Wealth Management
Minnesota
$6.94M +$321K +3,571 +4%
LSERS
455
Louisiana State Employees Retirement System
Louisiana
$6.86M
AAM
456
Azzad Asset Management
Virginia
$6.83M +$78.5K +873 +1%
HPWA
457
Hall Private Wealth Advisors
North Carolina
$6.79M -$77.6K -864 -1%
CCB
458
Country Club Bank
Missouri
$6.76M +$481K +5,347 +7%
FNBT
459
FineMark National Bank & Trust
Florida
$6.75M -$423K -4,705 -5%
HFS
460
Haverford Financial Services
Pennsylvania
$6.7M -$1.62K -18 -0%
IP
461
Isthmus Partners
Wisconsin
$6.6M +$107K +1,190 +1%
PFO
462
Pathstone Family Office
New Jersey
$6.58M +$5.03M +56,018 +227%
B
463
Bailard
California
$6.57M +$55.4K +616 +0.8%
PFS
464
Prospera Financial Services
Texas
$6.55M +$397K +4,420 +6%
CG
465
Colony Group
Massachusetts
$6.54M -$1.02M -11,349 -12%
VAS
466
Vestmark Advisory Solutions
Massachusetts
$6.52M +$1.08M +12,005 +17%
TPCW
467
TD Private Client Wealth
New York
$6.46M +$363K +4,041 +5%
CIC
468
Cutler Investment Counsel
Oregon
$6.45M -$10.2K -113 -0.1%
AWAG
469
ARS Wealth Advisors Group
Florida
$6.41M +$3.88M +43,140 +119%
SAM
470
Socorro Asset Management
Texas
$6.4M -$3.75M -41,731 -34%
KA
471
KLCM Advisors
Wisconsin
$6.39M +$181K +2,015 +3%
MLICM
472
Metropolitan Life Insurance Company (MetLife)
New York
$6.39M -$153K -1,697 -2%
HP
473
Hikari Power
Japan
$6.38M
CIM
474
Corbyn Investment Management
Maryland
$6.36M +$689K +7,668 +11%
FVCM
475
F&V Capital Management
Florida
$6.33M -$185K -2,060 -3%

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.