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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
Pacer Advisors
526
Pacer Advisors
Pennsylvania
$7.29M -$2.65M -22,882 -25%
CAN
527
Cetera Advisor Networks
California
$7.29M +$2.32K +20 +0%
BAM
528
Berkshire Asset Management
Pennsylvania
$7.24M -$337K -2,909 -4%
LNB
529
Ledyard National Bank
$7.2M -$63K -544 -0.8%
MC
530
Miramar Capital
Illinois
$7.2M +$1.66M +14,308 +26%
KWM
531
Kingsview Wealth Management
Oregon
$7.18M +$208K +1,796 +3%
AI
532
Aperture Investors
New York
$7.16M +$801K +6,916 +11%
BWM
533
BerganKDV Wealth Management
Minnesota
$7.14M +$2.3M +19,879 +40%
MGWM
534
Marks Group Wealth Management
Minnesota
$7.13M +$1.47M +12,672 +23%
MIA
535
MainStreet Investment Advisors
Illinois
$7.06M -$43.7K -377 -0.5%
FNT
536
First Nebraska Trust
Nebraska
$6.96M +$346K +2,987 +5%
Fayez Sarofim & Co
537
Fayez Sarofim & Co
Texas
$6.95M +$1.12M +9,693 +17%
CCT
538
Country Club Trust
Missouri
$6.9M +$7.87K +68 +0.1%
MCM
539
Monarch Capital Management
Indiana
$6.89M +$95.4K +824 +1%
AAIM
540
American Assets Investment Management
California
$6.89M
RHAM
541
Round Hill Asset Management
California
$6.89M +$201K +1,740 +3%
MCM
542
McKinley Capital Management
Alaska
$6.88M -$4.62M -39,910 -37%
1IA
543
1834 Investment Advisors
Wisconsin
$6.86M +$2.27M +19,623 +42%
FT
544
Fiduciary Trust
Massachusetts
$6.86M -$511K -4,415 -6%
TFA
545
Toth Financial Advisory
Virginia
$6.81M -$121K -1,045 -2%
CCM
546
Copeland Capital Management
Pennsylvania
$6.81M +$359K +3,099 +5%
AF
547
Alerus Financial
North Dakota
$6.72M -$23.5K -203 -0.3%
RWP
548
RWA Wealth Partners
Massachusetts
$6.69M -$1.08M -9,338 -13%
MVIP
549
Mar Vista Investment Partners
California
$6.68M
LCM
550
Logan Capital Management
Pennsylvania
$6.65M -$4.05K -35 -0.1%

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.