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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
ABC
551
Associated Banc-Corp
Wisconsin
$6.65M +$2.21M +19,077 +42%
DA
552
Duality Advisers
Florida
$6.59M +$6.72M +58,044 +1,024%
NCM
553
Nelson Capital Management
California
$6.52M -$9.03K -78 -0.1%
GAM
554
Griffin Asset Management
New York
$6.52M +$174K +1,503 +2%
DILIC
555
Dai-ichi Life Insurance Company
Japan
$6.48M -$993K -8,573 -12%
MPAM
556
Murphy Pohlad Asset Management
Minnesota
$6.44M +$155K +1,335 +2%
Wealthfront Advisers
557
Wealthfront Advisers
California
$6.42M -$4.16M -35,940 -37%
TH
558
TCTC Holdings
Texas
$6.42M -$191K -1,650 -3%
WIM
559
Waverton Investment Management
United Kingdom
$6.41M +$7.18M +61,997 New
PSUF
560
People's United Financial
Connecticut
$6.39M -$649K -5,602 -8%
PFS
561
Prospera Financial Services
Texas
$6.38M +$642K +5,546 +10%
MC
562
Moors & Cabot
Massachusetts
$6.38M +$459K +3,961 +7%
NA
563
NewEdge Advisors
Louisiana
$6.31M +$3.67M +31,707 +108%
PPW
564
Parcion Private Wealth
Washington
$6.3M +$495K +4,274 +8%
WIC
565
WealthBridge Investment Counsel
Alberta, Canada
$6.29M +$78.2K +675 +1%
LW
566
Linscomb Wealth
Texas
$6.26M +$227K +1,964 +3%
HPC
567
HM Payson & Co
Maine
$6.2M -$432K -3,729 -6%
TC
568
TownSquare Capital
Utah
$6.19M +$817K +7,056 +13%
TF
569
TRH Financial
Iowa
$6.17M +$1.53M +13,253 +29%
SEC
570
Seven Eight Capital
New York
$6.17M +$6.9M +59,628 New
BFA
571
Benedict Financial Advisors
Georgia
$6.14M +$38.7K +334 +0.6%
Twin Tree Management
572
Twin Tree Management
Texas
$6.14M +$4.79M +41,330 +229%
AIA
573
Allied Investment Advisors
Montana
$6.14M +$305K +2,633 +5%
AAMA
574
Advanced Asset Management Advisors
Ohio
$6.11M
VPI
575
Value Partners Investments
Manitoba, Canada
$6.08M +$1.32M +11,417 +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.