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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
RC
626
RegentAtlantic Capital
New Jersey
$3.53M -$507K -5,643 -11%
SAMC
627
Spectrum Asset Management (California)
California
$3.53M +$1.13M +12,552 +41%
BHC
628
Bowen Hanes & Co
Florida
$3.52M +$1.57M +17,513 +67%
FWC
629
First Washington Corp
Washington
$3.52M
SBH
630
Segall Bryant & Hamill
Illinois
$3.51M +$31.5K +350 +0.8%
ACM
631
Argyle Capital Management
Pennsylvania
$3.44M +$69.2K +770 +2%
IIC
632
Ironwood Investment Counsel
Arizona
$3.43M +$408K +4,544 +12%
GVAG
633
Great Valley Advisor Group
Delaware
$3.42M -$256K -2,845 -6%
OSNBOA
634
Old Second National Bank of Aurora
Illinois
$3.4M -$82.7K -920 -2%
Acadian Asset Management
635
Acadian Asset Management
Massachusetts
$3.39M +$2.3M +25,611 +156%
CA
636
Cetera Advisors
Colorado
$3.38M +$211K +2,352 +6%
FFN
637
Focus Financial Network
Minnesota
$3.37M -$82K -913 -2%
SGI
638
Summit Global Investments
Utah
$3.37M +$997K +11,090 +36%
TAF
639
Tredje AP-fonden
Sweden
$3.36M -$9.45M -105,137 -72%
SAM
640
Sompo Asset Management
Japan
$3.33M +$811K +9,020 +28%
IWA
641
Icon Wealth Advisors
Texas
$3.31M +$3.69M +41,024 New
CCB
642
Cutter & Co Brokerage
Missouri
$3.29M -$66.5K -740 -2%
SCA
643
Snowden Capital Advisors
New York
$3.25M +$562K +6,257 +18%
RWA
644
Roberts Wealth Advisors
California
$3.23M +$15.2K +169 +0.4%
GIA
645
GHP Investment Advisors
Colorado
$3.22M +$234K +2,599 +7%
AAS
646
Avantax Advisory Services
Texas
$3.21M +$446K +4,968 +14%
APA
647
American Portfolios Advisors
New York
$3.18M +$868K +9,655 +32%
V
648
Veritable
Delaware
$3.17M -$676K -7,526 -16%
BWL
649
Bogart Wealth LLC
Virginia
$3.15M +$627K +6,979 +22%
HI
650
Horizon Investments
North Carolina
$3.15M +$437K +4,858 +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.