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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
WFMPM
651
Woodley Farra Manion Portfolio Management
Indiana
$3.14M +$69.1K +769 +2%
PWW
652
Pettyjohn Wood & White
Virginia
$3.14M +$56.5K +629 +2%
RWM
653
RBA Wealth Management
California
$3.13M +$55.4K +616 +2%
Bank of Nova Scotia
654
Bank of Nova Scotia
Ontario, Canada
$3.12M -$61.8K -688 -2%
AIM
655
Aigen Investment Management
New York
$3.11M +$105K +1,171 +3%
ATC
656
Argent Trust Co
Tennessee
$3.1M +$164K +1,824 +5%
BFEC
657
Benjamin F. Edwards & Company
Missouri
$3.1M -$8.45K -94 -0.2%
KNW
658
Kesler Norman & Wride
Utah
$3.09M +$170K +1,888 +5%
FM
659
Family Management
New York
$3.09M -$95.8K -1,066 -3%
PAM
660
Palisade Asset Management
Minnesota
$3.08M +$27.5K +306 +0.8%
PAI
661
Pittenger & Anderson Inc
Nebraska
$3.06M +$66.5K +740 +2%
BCI
662
Brinker Capital Investments
Pennsylvania
$3.04M +$462K +5,137 +16%
CC
663
Courier Capital
New York
$3.03M -$2.07K -23 -0.1%
CRB
664
Chad R. Baker
$3.03M
BCM
665
Brookstone Capital Management
Illinois
$3.03M +$361K +4,016 +12%
RG
666
Richelieu Gestion
France
$3.02M -$79.9K -889 -2%
OAM
667
Oak Asset Management
California
$3.01M +$3.35M +37,318 New
AAM
668
Augustine Asset Management
Florida
$3M +$76.8K +855 +2%
TCA
669
Transcend Capital Advisors
New Jersey
$2.99M -$380K -4,223 -10%
WKWM
670
Walter & Keenan Wealth Management
Indiana
$2.99M +$41.1K +457 +1%
IC
671
IEQ Capital
California
$2.98M +$601K +6,689 +22%
GG
672
Gofen & Glossberg
Illinois
$2.97M +$230K +2,559 +7%
AFM
673
Andesa Financial Management
Pennsylvania
$2.97M +$1.29M +14,309 +64%
BIC
674
Beach Investment Counsel
Pennsylvania
$2.94M -$5.03K -56 -0.2%
IA
675
IFP Advisors
Florida
$2.94M +$358K +3,986 +12%

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.