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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
RHAM
551
Round Hill Asset Management
California
$4.83M -$18K -200 -0.3%
MCM
552
Mattern Capital Management
Colorado
$4.83M +$44K +490 +0.8%
GCA
553
Greenwood Capital Associates
South Carolina
$4.81M -$2.01M -22,335 -27%
IAA
554
Independent Advisor Alliance
North Carolina
$4.79M +$398K +4,427 +8%
AAMA
555
Advanced Asset Management Advisors
Ohio
$4.77M
EW
556
Evoke Wealth
California
$4.76M -$357K -3,971 -6%
Toronto Dominion Bank
557
Toronto Dominion Bank
Ontario, Canada
$4.76M +$745K +8,290 +16%
AWM
558
AE Wealth Management
Kansas
$4.7M +$941K +10,467 +22%
TCOV
559
Trust Company of Vermont
Vermont
$4.69M +$1.99M +22,133 +62%
AAF
560
Andra AP-fonden
Sweden
$4.67M +$827K +9,200 +19%
NCM
561
Nelson Capital Management
California
$4.64M -$90.3K -1,005 -2%
IMRF
562
Illinois Municipal Retirement Fund
Illinois
$4.64M -$2.09M -23,217 -29%
AG
563
Advocate Group
Minnesota
$4.63M +$71.5K +796 +1%
JPMIA
564
J.P. Marvel Investment Advisors
Massachusetts
$4.61M -$1.08K -12 -0%
PA
565
Perennial Advisors
New York
$4.6M +$39.6K +441 +0.8%
ROC
566
Running Oak Capital
Minnesota
$4.59M +$5.11M +56,834 New
BWM
567
BerganKDV Wealth Management
Minnesota
$4.56M +$110K +1,219 +2%
PPW
568
Parcion Private Wealth
Washington
$4.56M +$1.33M +14,838 +36%
JC
569
JB Capital
Connecticut
$4.56M +$5.07M +56,461 New
KWM
570
Kingsview Wealth Management
Oregon
$4.55M +$87.6K +975 +2%
AC
571
Allstate Corporation
Illinois
$4.53M +$784K +8,720 +18%
Fayez Sarofim & Co
572
Fayez Sarofim & Co
Texas
$4.52M -$154K -1,719 -3%
IIM
573
INTECH Investment Management
Florida
$4.51M -$1.83M -20,418 -27%
CCMINC
574
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.5M +$183K +2,039 +4%
WAS
575
Wealth Advisory Solutions
Indiana
$4.46M -$670K -7,458 -12%

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.