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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
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$364M -$118M -1,015,865 -23%
Ninety One (UK)
52
Ninety One (UK)
United Kingdom
$360M -$24.9M -215,184 -6%
State Farm Mutual Automobile Insurance
53
State Farm Mutual Automobile Insurance
Illinois
$354M
ClearBridge Investments
54
ClearBridge Investments
New York
$351M -$100M -866,818 -20%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$341M -$215M -1,858,609 -36%
Hotchkis & Wiley Capital Management
56
Hotchkis & Wiley Capital Management
California
$335M +$34.9M +301,230 +10%
Stifel Financial
57
Stifel Financial
Missouri
$335M +$14.8M +127,766 +4%
Grantham, Mayo, Van Otterloo & Co (GMO)
58
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$323M -$502K -4,332 -0.1%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$320M +$2.52M +21,779 +0.7%
Prudential Financial
60
Prudential Financial
New Jersey
$302M +$108M +932,953 +47%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$290M +$9.97M +86,067 +3%
MPI
62
Mairs & Power Inc
Minnesota
$282M -$777K -6,711 -0.2%
DekaBank Deutsche Girozentrale
63
DekaBank Deutsche Girozentrale
Germany
$280M +$37.7M +325,628 +14%
Flossbach Von Storch
64
Flossbach Von Storch
Germany
$274M +$21.2M +182,821 +7%
Fisher Asset Management
65
Fisher Asset Management
Washington
$269M +$19.2M +165,427 +7%
Barrow, Hanley, Mewhinney & Strauss
66
Barrow, Hanley, Mewhinney & Strauss
Texas
$255M -$22.4M -193,805 -7%
BG
67
Bahl & Gaynor
Ohio
$253M +$28.4M +245,187 +11%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$251M +$1.71M +14,735 +0.6%
Canada Life
69
Canada Life
Manitoba, Canada
$250M +$14.5M +124,851 +5%
CIBC Private Wealth Group
70
CIBC Private Wealth Group
Georgia
$245M +$1.44M +12,445 +0.5%
Boston Partners
71
Boston Partners
Massachusetts
$227M -$44.8M -387,139 -15%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$225M +$6.33M +54,698 +3%
Truist Financial
73
Truist Financial
North Carolina
$222M +$3.34M +28,863 +1%
Two Sigma Investments
74
Two Sigma Investments
New York
$218M +$90.3M +780,230 +59%
CWM
75
CIBC World Markets
New York
$207M +$113M +976,742 +95%

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.