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Medtronic

2,101 hedge funds and large institutions have $165B invested in Medtronic in 2022 Q1 according to their latest regulatory filings, with 205 funds opening new positions, 1,007 increasing their positions, 672 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $971M | Put options by funds: $622M

52% more first-time investments, than exits

New positions opened: 205 | Existing positions closed: 135

50% more repeat investments, than reductions

Existing positions increased: 1,007 | Existing positions reduced: 672

48% more capital invested

Capital invested by funds: $112B → $165B (+$53.2B)

8% more funds holding in top 10

Funds holding in top 10: 3639 (+3)

2% more funds holding

Funds holding: 2,0592,101 (+42)

0.24% more ownership

Funds ownership: 80.5%80.74% (+0.24%)

Holders
2,101
Holders Change
+42
Holders Change %
+2.04%
% of All Funds
33.14%
Holding in Top 10
39
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.33%
% of All Funds
0.62%
New
205
Increased
1,007
Reduced
672
Closed
135
Calls
$971M
Puts
$622M
Net Calls
+$349M
Net Calls Change
+$324M
Name Holding Trade Value Shares
Change
Change in
Stake
State Farm Mutual Automobile Insurance
51
State Farm Mutual Automobile Insurance
Illinois
$385M +$5.49M +51,983 +2%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$346M +$2.77M +26,191 +0.8%
Grantham, Mayo, Van Otterloo & Co (GMO)
53
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$345M -$817K -7,732 -0.2%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$339M -$26.2M -247,631 -8%
Two Sigma Advisers
55
Two Sigma Advisers
New York
$334M -$122M -1,157,800 -28%
CIBC Private Wealth Group
56
CIBC Private Wealth Group
Georgia
$334M +$67.2M +635,917 +27%
Hotchkis & Wiley Capital Management
57
Hotchkis & Wiley Capital Management
California
$322M -$36M -340,840 -11%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$315M +$4.15M +39,242 +1%
Fisher Asset Management
59
Fisher Asset Management
Washington
$308M +$18.6M +176,360 +7%
MPI
60
Mairs & Power Inc
Minnesota
$292M -$10.1M -95,746 -4%
Boston Partners
61
Boston Partners
Massachusetts
$292M +$45.9M +434,089 +20%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$288M -$95.4M -903,219 -26%
Canada Life
63
Canada Life
Manitoba, Canada
$287M +$4.8M +45,417 +2%
DekaBank Deutsche Girozentrale
64
DekaBank Deutsche Girozentrale
Germany
$280M -$18.4M -173,846 -6%
Flossbach Von Storch
65
Flossbach Von Storch
Germany
$274M -$19.4M -184,004 -7%
Canada Pension Plan Investment Board
66
Canada Pension Plan Investment Board
Ontario, Canada
$261M -$140M -1,322,274 -36%
Truist Financial
67
Truist Financial
North Carolina
$255M +$15.7M +149,061 +7%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$255M -$14.2M -134,548 -6%
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$251M -$17.1M -161,591 -7%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$251M +$9.87M +93,462 +4%
Prudential Financial
71
Prudential Financial
New Jersey
$248M -$71.7M -678,466 -23%
CCM
72
Cullen Capital Management
New York
$239M +$41.6M +394,203 +22%
Russell Investments Group
73
Russell Investments Group
United Kingdom
$238M +$76.4M +723,230 +51%
RJFSA
74
Raymond James Financial Services Advisors
Florida
$227M +$19.3M +182,596 +10%
AGA
75
Altrinsic Global Advisors
Connecticut
$226M +$46.8M +443,163 +28%

MDT Hedge Fund Activity: Q1 2022 in Review

2,101 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q1 2022, worth a combined $165B — up 48% from $112B a quarter earlier.

Buyers outnumbered sellers: 205 funds opened new MDT positions and 135 closed out — a net gain of 70 holders — while 1,007 added to existing stakes and 672 trimmed.

The largest buyer was Vanguard Group, adding an estimated $782M. The largest seller was T. Rowe Price Associates, cutting an estimated $708M.

  • 2,101 institutional investors held Medtronic (MDT) as of Q1 2022, up from 2,059 in Q4 2021.
  • Funds reported $165B of Medtronic stock for Q1 2022, up 48% quarter-over-quarter.
  • 205 funds opened new Medtronic positions in Q1 2022 and 135 closed out, a net change of +70 holders.
  • The largest Medtronic buyer in Q1 2022 was Vanguard Group, an estimated $782M added.
  • The largest Medtronic seller in Q1 2022 was T. Rowe Price Associates, an estimated $708M sold.

Based on aggregated 13F filings for Q1 2022.