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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
N
26
Nuveen
North Carolina
$1B -$384M -3,312,308 -25%
AllianceBernstein
27
AllianceBernstein
Tennessee
$980M +$34.5M +297,646 +3%
Invesco
28
Invesco
Georgia
$974M -$68.1M -587,822 -6%
Legal & General Group
29
Legal & General Group
United Kingdom
$973M -$35.2M -303,715 -3%
Charles Schwab
30
Charles Schwab
California
$690M +$26.6M +229,656 +4%
Amundi
31
Amundi
France
$684M +$5.19M +44,810 +0.7%
Barclays
32
Barclays
United Kingdom
$682M +$224M +1,937,158 +42%
UBS AM
33
UBS AM
Illinois
$679M +$18.8M +162,373 +3%
Goldman Sachs
34
Goldman Sachs
New York
$618M -$219M -1,892,229 -24%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$591M +$9.1M +78,565 +1%
LP
36
Longview Partners
Guernsey
$551M -$41M -354,300 -6%
Janus Henderson Group
37
Janus Henderson Group
United Kingdom
$543M -$187M -1,611,232 -23%
Swiss National Bank
38
Swiss National Bank
Switzerland
$529M -$25.1M -216,400 -4%
TAM
39
Troy Asset Management
United Kingdom
$474M +$5.99M +51,714 +1%
Dodge & Cox
40
Dodge & Cox
California
$466M -$13.7M -118,269 -3%
Neuberger Berman Group
41
Neuberger Berman Group
New York
$458M -$61.3M -529,049 -11%
RJA
42
Raymond James & Associates
Florida
$449M +$13.7M +118,032 +3%
PPA
43
Parametric Portfolio Associates
Washington
$434M -$99.3M -857,779 -17%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$432M +$138M +1,192,100 +40%
Diamond Hill Capital Management
45
Diamond Hill Capital Management
Ohio
$420M -$61.9M -534,888 -12%
Principal Financial Group
46
Principal Financial Group
Iowa
$406M +$4.59M +39,625 +1%
1832 Asset Management
47
1832 Asset Management
Ontario, Canada
$403M -$7.97M -68,811 -2%
D.E. Shaw & Co
48
D.E. Shaw & Co
New York
$389M +$291M +2,509,590 +200%
Canada Pension Plan Investment Board
49
Canada Pension Plan Investment Board
Ontario, Canada
$380M +$36.6M +316,127 +9%
Renaissance Technologies
50
Renaissance Technologies
New York
$370M +$361M +3,116,700 +681%

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.