We are live on ! Find out more
MDT icon

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
EHC
601
Everett Harris & Co
California
$3.99M -$8.46M -94,097 -66%
FCBT
602
First Citizens Bank & Trust
North Carolina
$3.98M +$40.6K +452 +0.9%
MCC
603
Money Concepts Capital
Florida
$3.96M +$1.93M +21,499 +78%
EI
604
Ethic Inc
New York
$3.96M +$1.43M +15,898 +48%
Susquehanna International Group
605
Susquehanna International Group
Pennsylvania
$3.94M -$18.9M -209,897 -81%
HL
606
HeadInvest LLC
Maine
$3.94M +$84.5K +940 +2%
LCM
607
Laurion Capital Management
New York
$3.9M +$4.34M +48,253 New
PCA
608
Providence Capital Advisors
North Carolina
$3.89M +$395K +4,400 +10%
1C
609
1623 Capital
Virginia
$3.88M
CVM
610
Cheviot Value Management
California
$3.85M +$36.6K +407 +0.9%
KRSITF
611
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.85M +$160K +1,783 +4%
CIP
612
Chartwell Investment Partners
Pennsylvania
$3.81M +$838K +9,325 +25%
VPIM
613
Vanguard Personalized Indexing Management
California
$3.81M +$632K +7,027 +18%
SCA
614
Stokes Capital Advisors
South Carolina
$3.77M -$589K -6,553 -12%
EGM
615
Engineers Gate Manager
New York
$3.76M -$2.39M -26,596 -36%
AIM
616
Anchor Investment Management
South Carolina
$3.76M +$116K +1,296 +3%
JC
617
Jacobs & Co
California
$3.7M -$49.7K -553 -1%
HPC
618
HM Payson & Co
Maine
$3.68M -$408K -4,536 -9%
BFG
619
Berger Financial Group
Minnesota
$3.65M +$3.61M +40,211 +804%
BCP
620
Blackhawk Capital Partners
Wisconsin
$3.62M +$4.03M +44,807 New
SCM
621
Sirios Capital Management
Massachusetts
$3.61M +$918K +10,219 +30%
UB
622
UMB Bank
Missouri
$3.58M -$492K -5,473 -11%
EFIC
623
Eliot Finkel Investment Counsel
California
$3.58M +$71.9K +800 +2%
ASN
624
Advisory Services Network
Georgia
$3.55M -$24.5K -273 -0.6%
PAS
625
Park Avenue Securities
New York
$3.54M +$223K +2,486 +6%

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.