We are live on ! Find out more
MDT icon

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
CG
701
Caprock Group
Idaho
$2.68M +$244K +2,716 +9%
CIC
702
Chilton Investment Company
Connecticut
$2.68M +$2.73M +30,334 +1,067%
PCTC
703
Perkins Coie Trust Company
Washington
$2.67M -$77.4K -861 -3%
IFO
704
Intrepid Family Office
Florida
$2.67M +$719K +8,000 +32%
CAM
705
Claret Asset Management
Quebec, Canada
$2.66M -$14.8K -165 -0.5%
PT
706
Plimoth Trust
Massachusetts
$2.66M -$46.1K -513 -2%
AP
707
Arlington Partners
Alabama
$2.64M +$400K +4,455 +16%
AP
708
Americana Partners
Texas
$2.63M -$448K -4,984 -13%
IHL
709
Investment House LLC
California
$2.63M -$2.43M -27,051 -45%
KA
710
Keene & Associates
Texas
$2.61M +$122K +1,358 +4%
FNB
711
Farmers National Bank
Kentucky
$2.59M +$262K +2,919 +10%
MLIC
712
Mandatum Life Insurance Company
Finland
$2.58M
PWS
713
Peloton Wealth Strategists
Indiana
$2.58M -$13.5K -150 -0.5%
ECM
714
Exchange Capital Management
Michigan
$2.58M -$69K -768 -2%
AWA
715
Aaron Wealth Advisors
Illinois
$2.57M +$1.9M +21,117 +196%
ANTB
716
AMG National Trust Bank
Colorado
$2.57M +$349K +3,882 +14%
SAM
717
Sectoral Asset Management
Quebec, Canada
$2.55M +$539K +6,000 +23%
S
718
Surevest
California
$2.55M -$76.7K -853 -3%
ZIG
719
Zurich Insurance Group
Switzerland
$2.54M
VI
720
Vestcor Inc
New Brunswick, Canada
$2.53M +$10.1K +112 +0.4%
HCM
721
Hengehold Capital Management
Ohio
$2.51M -$8.09K -90 -0.3%
PPWP
722
Proquility Private Wealth Partners
Nevada
$2.5M +$285K +3,168 +11%
CNBTD
723
Citizens National Bank Trust Department
Mississippi
$2.49M -$123K -1,373 -4%
WAOTB
724
Wealth Advisors of Tampa Bay
Florida
$2.46M -$2.28M -25,333 -45%
CAM
725
Cubic Asset Management
Massachusetts
$2.46M +$1.8K +20 +0.1%

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.