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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
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$257M +$19M +211,622 +7%
Fisher Asset Management
52
Fisher Asset Management
Washington
$255M +$14.8M +164,915 +6%
Grantham, Mayo, Van Otterloo & Co (GMO)
53
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$241M -$972K -10,812 -0.4%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$240M -$11.4M -126,397 -4%
Renaissance Technologies
55
Renaissance Technologies
New York
$232M +$45.3M +504,000 +21%
MPI
56
Mairs & Power Inc
Minnesota
$225M +$19.6M +217,977 +8%
Prudential Financial
57
Prudential Financial
New Jersey
$218M +$34.2M +380,045 +16%
Truist Financial
58
Truist Financial
North Carolina
$216M +$23.3M +258,936 +11%
CCM
59
Cullen Capital Management
New York
$212M +$52M +579,025 +28%
Hotchkis & Wiley Capital Management
60
Hotchkis & Wiley Capital Management
California
$211M -$4.18M -46,500 -2%
Neuberger Berman Group
61
Neuberger Berman Group
New York
$210M -$257M -2,857,154 -52%
BG
62
Bahl & Gaynor
Ohio
$203M +$2.26M +25,161 +1%
Schroder Investment Management Group
63
Schroder Investment Management Group
United Kingdom
$201M +$10.1M +112,263 +5%
Canada Life
64
Canada Life
Manitoba, Canada
$199M +$1.55M +17,254 +0.7%
DekaBank Deutsche Girozentrale
65
DekaBank Deutsche Girozentrale
Germany
$198M +$2.58M +28,717 +1%
AGA
66
Altrinsic Global Advisors
Connecticut
$196M +$873K +9,717 +0.4%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$195M +$5.14M +57,210 +2%
Boston Partners
68
Boston Partners
Massachusetts
$191M -$9.32M -103,763 -4%
Two Sigma Investments
69
Two Sigma Investments
New York
$184M -$27.8M -309,647 -12%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$182M -$3.41M -37,996 -2%
RJFSA
71
Raymond James Financial Services Advisors
Florida
$178M +$9.73M +108,303 +5%
Flossbach Von Storch
72
Flossbach Von Storch
Germany
$176M -$6.7M -74,523 -3%
Manulife (Manufacturers Life Insurance)
73
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$172M -$8.93M -99,341 -4%
VanEck Associates
74
VanEck Associates
New York
$163M +$14.4M +159,915 +9%
Voloridge Investment Management
75
Voloridge Investment Management
Florida
$162M +$57.6M +640,735 +47%

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.