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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
CA
726
Cetera Advisors
Colorado
$3.34M -$276K -2,382 -7%
PAS
727
Park Avenue Securities
New York
$3.33M +$105K +909 +3%
KNW
728
Kesler Norman & Wride
Utah
$3.33M +$238K +2,059 +7%
DCM
729
Delta Capital Management
New Jersey
$3.32M +$3.47K +30 +0.1%
MLIC
730
Mandatum Life Insurance Company
Finland
$3.31M
TI
731
Tidal Investments
Wisconsin
$3.29M +$1.39M +11,997 +60%
CFM
732
Capricorn Fund Managers
United Kingdom
$3.29M +$3.68M +31,810 New
SAM
733
Strategy Asset Managers
California
$3.27M -$530K -4,581 -13%
CAM
734
Cubic Asset Management
Massachusetts
$3.27M +$27.4K +237 +0.8%
ZIG
735
Zurich Insurance Group
Switzerland
$3.25M +$1.64M +14,200 +83%
IIC
736
Ironwood Investment Counsel
Arizona
$3.25M +$276K +2,383 +8%
RCM
737
RNC Capital Management
California
$3.24M -$999K -8,630 -22%
FAP
738
Financial Advisory Partners
Florida
$3.22M +$3.6M +31,111 New
HWM
739
HB Wealth Management
Georgia
$3.22M +$3.6M +31,095 New
SWM
740
Spire Wealth Management
Virginia
$3.21M +$1.4M +12,132 +64%
HCMT
741
Highland Capital Management (Tennessee)
Tennessee
$3.21M +$54.7K +472 +2%
HWM
742
Holloway Wealth Management
Florida
$3.17M
SJIA
743
St. James Investment Advisors
New York
$3.17M +$3.52M +30,431 New
FTA
744
Financial & Tax Architects
Missouri
$3.17M +$395K +3,410 +13%
CCM
745
Cohen Capital Management
California
$3.16M
BS
746
Boenning & Scattergood
Pennsylvania
$3.16M +$15.5K +134 +0.4%
CI
747
Cigna Investments
Connecticut
$3.15M -$1.24M -10,703 -26%
IC
748
IEQ Capital
California
$3.14M -$586K -5,059 -14%
SCM
749
Spring Capital Management
Texas
$3.11M +$3.48M +30,026 New
IFO
750
Intrepid Family Office
Florida
$3.1M +$3.47M +30,000 New

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.