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Medtronic

2,101 hedge funds and large institutions have $165B invested in Medtronic in 2022 Q1 according to their latest regulatory filings, with 205 funds opening new positions, 1,007 increasing their positions, 672 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $971M | Put options by funds: $622M

52% more first-time investments, than exits

New positions opened: 205 | Existing positions closed: 135

50% more repeat investments, than reductions

Existing positions increased: 1,007 | Existing positions reduced: 672

48% more capital invested

Capital invested by funds: $112B → $165B (+$53.2B)

8% more funds holding in top 10

Funds holding in top 10: 3639 (+3)

2% more funds holding

Funds holding: 2,0592,101 (+42)

0.24% more ownership

Funds ownership: 80.5%80.74% (+0.24%)

Holders
2,101
Holders Change
+42
Holders Change %
+2.04%
% of All Funds
33.14%
Holding in Top 10
39
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.33%
% of All Funds
0.62%
New
205
Increased
1,007
Reduced
672
Closed
135
Calls
$971M
Puts
$622M
Net Calls
+$349M
Net Calls Change
+$324M
Name Holding Trade Value Shares
Change
Change in
Stake
Aristotle Capital Management
26
Aristotle Capital Management
California
$1.07B -$11.5M -109,062 -1%
Nordea Investment Management
27
Nordea Investment Management
Sweden
$1.05B -$51.7M -489,806 -5%
UBS Group
28
UBS Group
Switzerland
$1.03B -$98.8M -935,077 -9%
AllianceBernstein
29
AllianceBernstein
Tennessee
$942M -$103M -977,968 -10%
N
30
Nuveen
North Carolina
$918M -$131M -1,243,822 -13%
Goldman Sachs
31
Goldman Sachs
New York
$823M +$152M +1,441,512 +24%
Amundi
32
Amundi
France
$809M +$96.6M +913,908 +15%
Charles Schwab
33
Charles Schwab
California
$755M +$13.6M +128,661 +2%
UBS AM
34
UBS AM
Illinois
$742M +$13M +122,777 +2%
Swiss National Bank
35
Swiss National Bank
Switzerland
$646M +$75.1M +711,000 +14%
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$645M +$10.2M +96,490 +2%
Barclays
37
Barclays
United Kingdom
$644M -$82.6M -781,700 -12%
LP
38
Longview Partners
Guernsey
$576M -$14.1M -133,294 -3%
PPA
39
Parametric Portfolio Associates
Washington
$545M +$75.8M +717,441 +17%
Barrow, Hanley, Mewhinney & Strauss
40
Barrow, Hanley, Mewhinney & Strauss
Texas
$543M +$257M +2,435,008 +99%
Janus Henderson Group
41
Janus Henderson Group
United Kingdom
$520M -$59.6M -564,170 -11%
Neuberger Berman Group
42
Neuberger Berman Group
New York
$517M +$23.4M +221,183 +5%
Dodge & Cox
43
Dodge & Cox
California
$508M +$7.74M +73,256 +2%
RJA
44
Raymond James & Associates
Florida
$500M +$17.5M +166,047 +4%
TAM
45
Troy Asset Management
United Kingdom
$493M -$14.5M -137,631 -3%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$482M +$459M +4,340,016 New
Diamond Hill Capital Management
47
Diamond Hill Capital Management
Ohio
$456M +$5.6M +53,052 +1%
Principal Financial Group
48
Principal Financial Group
Iowa
$444M +$8.74M +82,692 +2%
1832 Asset Management
49
1832 Asset Management
Ontario, Canada
$440M +$21.6M +204,457 +5%
Stifel Financial
50
Stifel Financial
Missouri
$403M +$42M +397,428 +12%

MDT Hedge Fund Activity: Q1 2022 in Review

2,101 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q1 2022, worth a combined $165B — up 48% from $112B a quarter earlier.

Buyers outnumbered sellers: 205 funds opened new MDT positions and 135 closed out — a net gain of 70 holders — while 1,007 added to existing stakes and 672 trimmed.

The largest buyer was Vanguard Group, adding an estimated $782M. The largest seller was T. Rowe Price Associates, cutting an estimated $708M.

  • 2,101 institutional investors held Medtronic (MDT) as of Q1 2022, up from 2,059 in Q4 2021.
  • Funds reported $165B of Medtronic stock for Q1 2022, up 48% quarter-over-quarter.
  • 205 funds opened new Medtronic positions in Q1 2022 and 135 closed out, a net change of +70 holders.
  • The largest Medtronic buyer in Q1 2022 was Vanguard Group, an estimated $782M added.
  • The largest Medtronic seller in Q1 2022 was T. Rowe Price Associates, an estimated $708M sold.

Based on aggregated 13F filings for Q1 2022.