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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
MVIP
526
Mar Vista Investment Partners
California
$5.21M
PGFC
527
Peapack-Gladstone Financial Corp
New Jersey
$5.2M -$1.2M -13,351 -17%
NGA
528
Naples Global Advisors
Florida
$5.2M +$344K +3,831 +6%
ECM
529
ExodusPoint Capital Management
New York
$5.18M +$5.77M +64,206 New
BFIM
530
Beese Fulmer Investment Management
Ohio
$5.17M +$268K +2,977 +5%
VC
531
Vestor Capital
Illinois
$5.16M +$38.3K +426 +0.7%
DILIC
532
Dai-ichi Life Insurance Company
Japan
$5.13M
HIMC
533
Heritage Investors Management Corp
Maryland
$5.13M +$247K +2,745 +5%
OA
534
Oak Associates
Ohio
$5.11M -$925K -10,293 -14%
HCMT
535
Highland Capital Management (Tennessee)
Tennessee
$5.11M -$95.3K -1,060 -2%
TH
536
TCTC Holdings
Texas
$5.04M -$212K -2,358 -4%
XWM
537
Xcel Wealth Management
Florida
$5.04M -$1.18M -13,087 -17%
BAM
538
Berkshire Asset Management
Pennsylvania
$4.99M -$231K -2,573 -4%
TCM
539
Tufton Capital Management
Maryland
$4.99M +$54.4K +605 +1%
RIA
540
RPG Investment Advisory
California
$4.98M +$5.54M +61,696 New
TI
541
Tidal Investments
Wisconsin
$4.97M -$345K -3,834 -6%
DT
542
Diversified Trust
Tennessee
$4.96M +$199K +2,214 +4%
BCV
543
Banque Cantonale Vaudoise
Switzerland
$4.94M -$32.3K -359 -0.6%
CIG
544
Consolidated Investment Group
Colorado
$4.93M
BFA
545
Benedict Financial Advisors
Georgia
$4.93M +$64.2K +714 +1%
CAL
546
Capital Analysts LLC
Pennsylvania
$4.9M +$487K +5,421 +10%
CNB
547
Camden National Bank
Maine
$4.89M +$15.8K +176 +0.3%
RFC
548
Regions Financial Corp
Alabama
$4.88M -$416K -4,629 -7%
AIM
549
Achmea Investment Management
Netherlands
$4.88M -$977K -10,866 -15%
SW
550
SVB Wealth
Massachusetts
$4.87M -$132K -1,466 -2%

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.