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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
GH
701
GAM Holding
Switzerland
$3.6M -$1.28M -11,039 -24%
RE
702
RBC Europe
United Kingdom
$3.59M -$272K -2,352 -6%
S
703
Surevest
California
$3.59M -$202K -1,747 -5%
ADBIC
704
A.D. Beadell Investment Counsel
Wisconsin
$3.57M +$133K +1,145 +3%
KPWS
705
Kestra Private Wealth Services
Texas
$3.56M +$554K +4,784 +16%
PT
706
Plimoth Trust
Massachusetts
$3.55M +$150K +1,298 +4%
HI
707
Horizon Investments
North Carolina
$3.54M -$1.67M -14,390 -30%
CC
708
Cannell & Co
New York
$3.52M -$23.2K -200 -0.6%
BCA
709
Bray Capital Advisors
Florida
$3.5M +$284K +2,455 +8%
JFA
710
JNBA Financial Advisors
Minnesota
$3.49M -$4.86K -42 -0.1%
MWM
711
Marietta Wealth Management
Georgia
$3.48M +$176K +1,520 +5%
OAM
712
Oak Asset Management
California
$3.48M +$114K +983 +3%
IMOV
713
Investment Management of Virginia
Virginia
$3.48M +$69.5K +600 +2%
MCP
714
Martin Capital Partners
Oregon
$3.47M +$33.6K +290 +0.9%
CAM
715
Centre Asset Management
New York
$3.47M +$364K +3,147 +10%
ECM
716
Exchange Capital Management
Michigan
$3.46M -$21.1K -182 -0.5%
DY
717
Dowling & Yahnke
California
$3.45M -$188K -1,624 -5%
PAM
718
Palisade Asset Management
Minnesota
$3.42M +$15.4K +133 +0.4%
BPA
719
Beacon Pointe Advisors
California
$3.4M -$8.51M -73,506 -69%
CAM
720
Cypress Asset Management
Texas
$3.4M -$14.9K -129 -0.4%
DJSG
721
D.J. St. Germain
Massachusetts
$3.4M -$204K -1,765 -5%
SCP
722
Shorepoint Capital Partners
Massachusetts
$3.39M +$44.5K +384 +1%
ISL
723
Ingalls & Snyder LLC
New York
$3.38M -$133K -1,150 -3%
GP
724
Greenline Partners
New York
$3.38M -$1.04K -9 -0%
PMAM
725
Picton Mahoney Asset Management
Ontario, Canada
$3.35M -$1.98M -17,060 -35%

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.