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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
FVCM
501
F&V Capital Management
Florida
$7.93M +$1.06M +9,120 +14%
PGFC
502
Peapack-Gladstone Financial Corp
New Jersey
$7.93M -$624K -5,389 -7%
EIA
503
Edgemoor Investment Advisors
Maryland
$7.9M -$343K -2,966 -4%
TFM
504
TPI Fund Managers
United Kingdom
$7.85M -$12.3M -106,517 -58%
XI
505
XXEC Inc
Oklahoma
$7.81M +$3.12M +26,905 +56%
TRCT
506
Tower Research Capital (TRC)
New York
$7.78M +$5.83M +50,320 +202%
VAS
507
Valicenti Advisory Services
New York
$7.73M +$7.06K +61 +0.1%
TPCW
508
TD Private Client Wealth
New York
$7.7M -$11.9K -103 -0.1%
JWM
509
JGP Wealth Management
Oregon
$7.68M +$562K +4,853 +7%
AUB
510
Atlantic Union Bankshares
Virginia
$7.63M +$599K +5,169 +8%
OA
511
Oak Associates
Ohio
$7.62M
RJT
512
Raymond James Trust
Florida
$7.55M +$382K +3,302 +5%
NP
513
NS Partners
United Kingdom
$7.54M +$243K +2,099 +3%
IP
514
Isthmus Partners
Wisconsin
$7.5M +$422K +3,648 +5%
SAM
515
Sabadell Asset Management
Spain
$7.49M +$231K +1,993 +3%
CCM
516
Channing Capital Management
Illinois
$7.47M +$8.36M +72,196 New
IIM
517
Intact Investment Management
Quebec, Canada
$7.45M +$1.02M +8,800 +14%
MCG
518
McCollum Christoferson Group
New York
$7.42M +$179K +1,548 +2%
AC
519
Alley Company
Illinois
$7.42M +$452K +3,901 +6%
SMI
520
Shelter Mutual Insurance
Missouri
$7.39M
DAC
521
Dividend Assets Capital
South Carolina
$7.38M +$244K +2,106 +3%
Kovitz Investment Group Partners
522
Kovitz Investment Group Partners
Illinois
$7.38M -$640K -5,531 -8%
XWM
523
Xcel Wealth Management
Florida
$7.36M +$1.61M +13,926 +24%
AAF
524
Andra AP-fonden
Sweden
$7.31M -$753K -6,500 -8%
CIM
525
Corbyn Investment Management
Maryland
$7.31M +$1.6M +13,778 +24%

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.