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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
ACM
651
Argyle Capital Management
Pennsylvania
$4.5M -$98.4K -850 -2%
WB
652
WesBanco Bank
West Virginia
$4.48M -$96.5K -833 -2%
FWC
653
First Washington Corp
Washington
$4.46M +$555K +4,795 +13%
MWM
654
Minot Wealth Management
Massachusetts
$4.41M -$458K -3,953 -8%
IWP
655
Icon Wealth Partners
Texas
$4.33M +$889K +7,679 +22%
OSIA
656
O'Shares Investment Advisers
Massachusetts
$4.31M +$351K +3,027 +8%
EFIC
657
Eliot Finkel Investment Counsel
California
$4.3M -$49.8K -430 -1%
AIM
658
Anchor Investment Management
South Carolina
$4.29M +$77.9K +673 +2%
GVAG
659
Great Valley Advisor Group
Delaware
$4.26M +$195K +1,684 +5%
VV
660
Verity & Verity
South Carolina
$4.18M +$183K +1,582 +4%
ASN
661
Advisory Services Network
Georgia
$4.18M -$98.9K -854 -2%
SIP
662
Scott Investment Partners
United Kingdom
$4.15M
CCB
663
Cutter & Co Brokerage
Missouri
$4.11M +$596K +5,151 +15%
BRWA
664
B. Riley Wealth Advisors
Florida
$4.1M +$76.5K +661 +2%
KRSITF
665
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.09M +$514K +4,441 +13%
NPT
666
Nixon Peabody Trust
Massachusetts
$4.07M +$608K +5,251 +15%
OSNBOA
667
Old Second National Bank of Aurora
Illinois
$4.06M -$693K -5,985 -14%
Bank of Nova Scotia
668
Bank of Nova Scotia
Ontario, Canada
$4.04M -$287K -2,482 -6%
BFEC
669
Benjamin F. Edwards & Company
Missouri
$4.01M +$395K +3,412 +10%
AAM
670
Augustine Asset Management
Florida
$4M +$57.8K +499 +1%
CFIA
671
Cantor Fitzgerald Investment Advisors
New York
$4M +$273K +2,359 +7%
WFMPM
672
Woodley Farra Manion Portfolio Management
Indiana
$3.99M +$628K +5,419 +16%
CC
673
Courier Capital
New York
$3.97M +$27.1K +234 +0.6%
PAI
674
Pittenger & Anderson Inc
Nebraska
$3.94M +$318K +2,748 +8%
EWM
675
Edge Wealth Management
New York
$3.94M -$118K -1,020 -3%

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.