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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
CHC
676
City Holding Co
West Virginia
$3.89M -$364K -3,147 -8%
CRB
677
Chad R. Baker
$3.88M
CVM
678
Cheviot Value Management
California
$3.88M -$24.3K -210 -0.6%
PWW
679
Pettyjohn Wood & White
Virginia
$3.84M +$137K +1,182 +3%
KP
680
Keel Point
Alabama
$3.83M +$623K +5,384 +17%
PWS
681
Peloton Wealth Strategists
Indiana
$3.81M -$181K -1,565 -4%
Nomura Holdings
682
Nomura Holdings
Japan
$3.81M -$36.2M -312,599 -89%
AP
683
Americana Partners
Texas
$3.8M +$1.31M +11,290 +44%
RWA
684
Roberts Wealth Advisors
California
$3.79M +$93.7K +809 +2%
EWM
685
Evercore Wealth Management
New York
$3.78M +$134K +1,155 +3%
CCM
686
Coldstream Capital Management
Washington
$3.77M +$695K +6,000 +20%
FWP
687
FAS Wealth Partners
Kansas
$3.73M +$33.6K +290 +0.8%
ATC
688
Argent Trust Co
Tennessee
$3.73M -$35.8K -309 -0.9%
FMC
689
First Merchants Corp
Indiana
$3.72M -$34.3K -296 -0.8%
CCT
690
Chemung Canal Trust
New York
$3.71M -$7.05M -60,912 -63%
PG
691
Pendal Group
Australia
$3.7M +$2.88M +24,896 +229%
PRC
692
Pearl River Capital
Michigan
$3.7M +$3.43M +29,603 +482%
OIS
693
Okabena Investment Services
Minnesota
$3.69M +$4.06M +35,061 +5,844%
WKWM
694
Walter & Keenan Wealth Management
Indiana
$3.68M -$48.1K -415 -1%
HIM
695
Hotaling Investment Management
Pennsylvania
$3.67M +$61.5K +531 +2%
Kayne Anderson Rudnick Investment Management
696
Kayne Anderson Rudnick Investment Management
California
$3.64M -$1.08M -9,368 -21%
PCTC
697
Perkins Coie Trust Company
Washington
$3.63M +$168K +1,450 +4%
PC
698
PointState Capital
New York
$3.62M -$579K -5,000 -13%
AF
699
Ally Financial
Michigan
$3.62M
BCCM
700
Bridge Creek Capital Management
Massachusetts
$3.6M +$65.3K +564 +2%

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.