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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
FPTW
576
Franklin, Parlapiano, Turner & Welch
Texas
$6.02M +$227K +1,957 +3%
SWM
577
Segment Wealth Management
Texas
$6.02M +$2.2K +19 +0%
CIG
578
Consolidated Investment Group
Colorado
$6.01M
CNB
579
Camden National Bank
Maine
$5.96M -$44K -380 -0.7%
VAS
580
Vestmark Advisory Solutions
Massachusetts
$5.95M +$578K +4,990 +9%
JPMIA
581
J.P. Marvel Investment Advisors
Massachusetts
$5.91M -$18.5K -160 -0.3%
FAB
582
First American Bank
Illinois
$5.89M -$894K -7,720 -12%
BCV
583
Banque Cantonale Vaudoise
Switzerland
$5.89M +$450K +3,885 +7%
BFG
584
Berger Financial Group
Minnesota
$5.86M +$174K +1,504 +3%
HIMC
585
Heritage Investors Management Corp
Maryland
$5.86M -$579 -5 -0%
RC
586
RegentAtlantic Capital
New Jersey
$5.85M -$1.01M -8,722 -13%
FG
587
Fiduciary Group
Georgia
$5.84M +$73.5K +635 +1%
PA
588
Pinnacle Associates
New York
$5.83M +$796K +6,873 +14%
Wolverine Trading
589
Wolverine Trading
Illinois
$5.82M +$4.77M +41,200 +283%
SSA
590
Schonfeld Strategic Advisors
New York
$5.81M -$676K -5,840 -9%
NGA
591
Naples Global Advisors
Florida
$5.72M +$410K +3,540 +7%
VF
592
Vest Financial
Virginia
$5.71M +$1.68M +14,533 +36%
SFI
593
Siemens Fonds Invest
Germany
$5.7M -$227K -1,957 -3%
WAOTB
594
Wealth Advisors of Tampa Bay
Florida
$5.66M +$3.39M +29,267 +115%
SIMG
595
Sonora Investment Management Group
Arizona
$5.64M +$6.31M +54,520 New
PA
596
Perennial Advisors
New York
$5.6M +$262K +2,260 +4%
ST
597
Somerset Trust
Pennsylvania
$5.59M +$118K +1,023 +2%
MCM
598
Mattern Capital Management
Colorado
$5.54M +$237K +2,045 +4%
MYAM
599
Meiji Yasuda Asset Management
Japan
$5.52M -$1.61M -13,932 -21%
BFIM
600
Beese Fulmer Investment Management
Ohio
$5.52M +$63.6K +549 +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.