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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
FFWA
751
FRG Family Wealth Advisors
Washington
$3.09M -$167K -1,446 -5%
AWM
752
Apollon Wealth Management
South Carolina
$3.09M +$2.1M +18,156 +155%
AAM
753
Azzad Asset Management
Virginia
$3.09M +$91.4K +789 +3%
SAI
754
Systematic Alpha Investments
New Jersey
$3.07M
LTI
755
Laffer Tengler Investments
Tennessee
$3.06M +$127K +1,100 +4%
PP
756
Palladium Partners
Virginia
$3.06M -$49.1K -424 -1%
GCC
757
Game Creek Capital
Massachusetts
$3.05M +$1.48M +12,750 +76%
RIM
758
Redpoint Investment Management
Australia
$3.02M
BCWM
759
Bartlett & Co Wealth Management
Ohio
$3.02M -$94.8K -819 -3%
BC
760
Bartlett & Co
Ohio
$3.02M -$94.8K -819 -3%
BCFS
761
Butensky & Cohen Financial Security
Florida
$3.02M +$122K +1,050 +4%
BO
762
Bank OZK
Arkansas
$2.99M -$13.9K -120 -0.4%
HCM
763
Hengehold Capital Management
Ohio
$2.98M +$80.2K +693 +2%
CIP
764
Capital Insight Partners
Arizona
$2.98M +$161K +1,392 +5%
SLI
765
Sumitomo Life Insurance
Japan
$2.96M -$97.5K -842 -3%
YIA
766
YHB Investment Advisors
Connecticut
$2.95M +$488K +4,213 +17%
LBC
767
Lowe Brockenbrough & Co
Virginia
$2.94M -$79.6K -687 -2%
SFA
768
Semmax Financial Advisors
North Carolina
$2.92M +$3.26M +28,195 +201,393%
CNC
769
Canandaigua National Corp
New York
$2.91M -$43.5K -376 -1%
SIM
770
Stratos Investment Management
Ohio
$2.91M +$86.7K +749 +3%
PCM
771
Parsons Capital Management
Rhode Island
$2.89M -$222K -1,917 -6%
CCM
772
Compton Capital Management
Rhode Island
$2.87M +$8.69K +75 +0.3%
CCIA
773
Campbell & Co Investment Adviser
Maryland
$2.87M +$3.21M +27,750 New
OSAM
774
O'Shaughnessy Asset Management
Connecticut
$2.86M -$360K -3,106 -10%
TAIM
775
Te Ahumairangi Investment Management
New Zealand
$2.85M +$1.61M +13,900 +102%

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.