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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
AWE
726
Avidian Wealth Enterprises
Texas
$2.46M +$135K +1,506 +5%
LJHT
727
Laurie J. Hall Trustee
$2.45M -$1.31M -14,586 -32%
CCM
728
Cohen Capital Management
California
$2.45M
CTI
729
Community Trust & Investment
Kentucky
$2.44M -$14.6M -162,473 -84%
SGH
730
Sivik Global Healthcare
Connecticut
$2.42M -$899K -10,000 -25%
LFAS
731
Level Four Advisory Services
Texas
$2.42M -$173K -1,922 -6%
JFA
732
JNBA Financial Advisors
Minnesota
$2.41M +$15.6K +174 +0.6%
SAI
733
Systematic Alpha Investments
New Jersey
$2.4M
ISL
734
Ingalls & Snyder LLC
New York
$2.39M -$112K -1,245 -4%
CP
735
CenterBook Partners
Connecticut
$2.39M +$33K +367 +1%
OIS
736
Okabena Investment Services
Minnesota
$2.37M -$2.97K -33 -0.1%
RG
737
Rathbones Group
United Kingdom
$2.37M -$94.5K -1,052 -3%
USCWA
738
U.S. Capital Wealth Advisors
Texas
$2.36M +$200K +2,223 +8%
SYBT
739
Stock Yards Bank & Trust
Kentucky
$2.36M -$79.7K -887 -3%
BO
740
Bank OZK
Arkansas
$2.31M -$13.1K -146 -0.5%
LBC
741
Lowe Brockenbrough & Co
Virginia
$2.3M +$152K +1,687 +6%
WWM
742
Western Wealth Management
Colorado
$2.29M +$445K +4,953 +22%
SIM
743
Stratos Investment Management
Ohio
$2.27M -$127K -1,418 -5%
LWIC
744
Leith Wheeler Investment Counsel
British Columbia, Canada
$2.26M +$845K +9,400 +50%
NC
745
NovaPoint Capital
Georgia
$2.26M +$51K +568 +2%
FAB
746
First American Bank
Illinois
$2.26M -$3.31M -36,780 -57%
RIM
747
Redpoint Investment Management
Australia
$2.25M -$420K -4,670 -14%
CAM
748
Cypress Asset Management
Texas
$2.25M -$28.3K -315 -1%
DCM
749
Delta Capital Management
New Jersey
$2.23M
LTI
750
Laffer Tengler Investments
Tennessee
$2.22M +$229K +2,543 +10%

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.