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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
SIMG
476
Sonora Investment Management Group
Arizona
$6.25M +$3.33K +37 +0.1%
HW
477
Hamilton Wealth
California
$6.24M +$1.57M +17,433 +29%
OCM
478
Olstein Capital Management
New York
$6.22M
GT
479
Glenview Trust
Kentucky
$6.21M -$1.13M -12,569 -14%
AI
480
Aperture Investors
New York
$6.2M
AP
481
Appleton Partners
Massachusetts
$6.19M -$28.3K -315 -0.4%
RJT
482
Raymond James Trust
Florida
$6.15M +$300K +3,336 +5%
VAS
483
Valicenti Advisory Services
New York
$6.08M +$6.47K +72 +0.1%
MAM
484
Martingale Asset Management
Massachusetts
$6.05M -$2.69M -29,930 -29%
DAC
485
Dividend Assets Capital
South Carolina
$6.04M +$262K +2,911 +4%
DBT
486
Dubuque Bank & Trust
Iowa
$6.01M -$340K -3,786 -5%
FFA
487
First Foundation Advisors
California
$6M -$19M -211,616 -74%
MCM
488
MAI Capital Management
Ohio
$6M -$431K -4,793 -6%
AIMC
489
Alley Investment Management Company
Illinois
$5.99M -$14K -156 -0.2%
LNB
490
Ledyard National Bank
$5.96M +$133K +1,483 +2%
CC
491
Cipher Capital
New York
$5.92M +$6.59M +73,370 New
EIA
492
Edgemoor Investment Advisors
Maryland
$5.89M -$124K -1,385 -2%
AUB
493
Atlantic Union Bankshares
Virginia
$5.87M -$459K -5,111 -7%
AIA
494
Allied Investment Advisors
Montana
$5.85M +$271K +3,016 +4%
MCG
495
McCollum Christoferson Group
New York
$5.79M -$97.7K -1,087 -1%
AAIM
496
American Assets Investment Management
California
$5.78M
FNT
497
First Nebraska Trust
Nebraska
$5.77M +$274K +3,048 +4%
SMI
498
Shelter Mutual Insurance
Missouri
$5.76M
Rafferty Asset Management
499
Rafferty Asset Management
New York
$5.74M +$3.46M +38,537 +118%
Wealthfront Advisers
500
Wealthfront Advisers
California
$5.71M +$364K +4,045 +6%

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.