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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
AF
576
Ally Financial
Michigan
$4.44M +$899K +10,000 +22%
HWM
577
HB Wealth Management
Georgia
$4.42M +$505K +5,615 +11%
FT
578
Fiduciary Trust
Massachusetts
$4.41M -$136K -1,516 -3%
VV
579
Verity & Verity
South Carolina
$4.38M +$619K +6,887 +15%
SIP
580
Stoneridge Investment Partners
Pennsylvania
$4.37M +$1.54M +17,149 +46%
ST
581
Somerset Trust
Pennsylvania
$4.36M +$23.2K +258 +0.5%
SFI
582
Siemens Fonds Invest
Germany
$4.34M -$74.6K -830 -2%
KPWS
583
Kestra Private Wealth Services
Texas
$4.34M +$457K +5,084 +10%
USAA
584
United Services Automobile Association
Texas
$4.3M +$148K +1,644 +3%
KFS
585
Kurt F. Somerville
$4.27M +$681K +7,578 +17%
AC
586
Addenda Capital
Quebec, Canada
$4.23M +$4.67M +51,949 New
Los Angeles Capital Management
587
Los Angeles Capital Management
California
$4.22M -$4.61M -51,266 -49%
Kayne Anderson Rudnick Investment Management
588
Kayne Anderson Rudnick Investment Management
California
$4.22M +$85.8K +955 +2%
MCP
589
Martin Capital Partners
Oregon
$4.17M +$219K +2,441 +5%
TAIM
590
Te Ahumairangi Investment Management
New Zealand
$4.16M +$656K +7,295 +16%
VPI
591
Value Partners Investments
Manitoba, Canada
$4.16M -$580K -6,458 -11%
SFA
592
Semmax Financial Advisors
North Carolina
$4.15M +$988K +10,997 +29%
NIM
593
Needham Investment Management
New York
$4.12M
BRM
594
Boston Research & Management
Massachusetts
$4.12M +$319K +3,550 +7%
Balyasny Asset Management
595
Balyasny Asset Management
Illinois
$4.11M -$104M -1,162,482 -96%
SAM
596
Smithbridge Asset Management
Pennsylvania
$4.1M +$169K +1,879 +4%
PA
597
Pinnacle Associates
New York
$4.08M -$1.16M -12,890 -20%
OHIS
598
Oak Harvest Investment Services
Texas
$4.08M +$77.7K +865 +2%
RWM
599
Rench Wealth Management
Texas
$4.06M +$32.3K +359 +0.7%
FTA
600
Financial & Tax Architects
Missouri
$4.01M +$531K +5,910 +14%

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.