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Medtronic

2,102 hedge funds and large institutions have $165B invested in Medtronic in 2022 Q1 according to their latest regulatory filings, with 205 funds opening new positions, 1,007 increasing their positions, 673 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $971M | Put options by funds: $622M

52% more first-time investments, than exits

New positions opened: 205 | Existing positions closed: 135

50% more repeat investments, than reductions

Existing positions increased: 1,007 | Existing positions reduced: 673

48% more capital invested

Capital invested by funds: $112B → $165B (+$53.2B)

8% more funds holding in top 10

Funds holding in top 10: 3639 (+3)

2% more funds holding

Funds holding: 2,0602,102 (+42)

0.24% more ownership

Funds ownership: 80.5%80.74% (+0.24%)

Holders
2,102
Holders Change
+42
Holders Change %
+2.04%
% of All Funds
33.15%
Holding in Top 10
39
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.33%
% of All Funds
0.62%
New
205
Increased
1,007
Reduced
673
Closed
135
Calls
$971M
Puts
$622M
Net Calls
+$349M
Net Calls Change
+$324M
Name Holding Trade Value Shares
Change
Change in
Stake
VRS
601
Virginia Retirement Systems
Virginia
$5.48M -$74K -700 -1%
JC
602
Jacobs & Co
California
$5.43M +$109K +1,033 +2%
RWM
603
Rench Wealth Management
Texas
$5.43M +$219K +2,076 +4%
RG
604
Richelieu Gestion
France
$5.42M +$5.16M +48,833 New
IMRF
605
Illinois Municipal Retirement Fund
Illinois
$5.41M +$3.3M +31,192 +178%
SAM
606
Smithbridge Asset Management
Pennsylvania
$5.41M +$278K +2,632 +6%
HR
607
Howe & Rusling
New York
$5.4M +$2.8M +26,473 +119%
DR
608
Davis Rea
Ontario, Canada
$5.38M +$1.04M +9,884 +83%
1C
609
1623 Capital
Virginia
$5.33M
HL
610
HeadInvest LLC
Maine
$5.3M -$10.2K -97 -0.2%
MCP
611
Martin Capital Partners
Oregon
$5.27M +$1.47M +13,916 +41%
V
612
Veritable
Delaware
$5.18M +$146K +1,385 +3%
AP
613
Advisor Partners
California
$5.15M -$248K -2,346 -5%
IHL
614
Investment House LLC
California
$5.15M -$59.7K -565 -1%
BRM
615
Boston Research & Management
Massachusetts
$5.13M +$135K +1,277 +3%
MMA
616
Miracle Mile Advisors
California
$5.12M -$335K -3,175 -6%
CVM
617
Cheviot Value Management
California
$5.12M +$918K +8,691 +23%
RBA
618
Richard Bernstein Advisors
New York
$5.12M
AWM
619
AE Wealth Management
Kansas
$5.1M -$396K -3,747 -8%
CIP
620
Chartwell Investment Partners
Pennsylvania
$5.09M -$656K -6,207 -12%
OHIS
621
Oak Harvest Investment Services
Texas
$5.08M -$207K -1,962 -4%
BIMC
622
Benson Investment Management Company
Virginia
$5.04M +$11.6K +110 +0.2%
VPIM
623
Vanguard Personalized Indexing Management
California
$5.04M +$2.63M +24,856 +121%
AF
624
Ally Financial
Michigan
$4.99M +$1.06M +10,000 +29%
BSA
625
Braun Stacey Associates
New York
$4.94M -$3.49M -32,998 -43%

MDT Hedge Fund Activity: Q1 2022 in Review

2,102 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q1 2022, worth a combined $165B — up 48% from $112B a quarter earlier.

Buyers outnumbered sellers: 205 funds opened new MDT positions and 135 closed out — a net gain of 70 holders — while 1,007 added to existing stakes and 673 trimmed.

The largest buyer was Vanguard Group, adding an estimated $782M. The largest seller was T. Rowe Price Associates, cutting an estimated $708M.

  • 2,102 institutional investors held Medtronic (MDT) as of Q1 2022, up from 2,060 in Q4 2021.
  • Funds reported $165B of Medtronic stock for Q1 2022, up 48% quarter-over-quarter.
  • 205 funds opened new Medtronic positions in Q1 2022 and 135 closed out, a net change of +70 holders.
  • The largest Medtronic buyer in Q1 2022 was Vanguard Group, an estimated $782M added.
  • The largest Medtronic seller in Q1 2022 was T. Rowe Price Associates, an estimated $708M sold.

Based on aggregated 13F filings for Q1 2022.