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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
CIC
751
Carnegie Investment Counsel
Ohio
$2.2M +$156K +1,735 +7%
CCM
752
Compton Capital Management
Rhode Island
$2.2M -$19.4K -216 -0.8%
SSW
753
Stone Summit Wealth
Florida
$2.2M +$135K +1,505 +6%
UCI
754
Uncommon Cents Investing
Wisconsin
$2.2M +$522K +5,803 +27%
SFS
755
Sowell Financial Services
Arkansas
$2.19M -$14.8K -165 -0.6%
HDIM
756
Hanson & Doremus Investment Management
Vermont
$2.19M +$436K +4,846 +22%
PCM
757
Parsons Capital Management
Rhode Island
$2.19M -$35.1K -391 -1%
KFBMI
758
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.18M
MSAM
759
Moloney Securities Asset Management
Missouri
$2.18M -$68K -757 -3%
LA
760
LVW Advisors
New York
$2.18M -$45.5K -506 -2%
GAM
761
Garrison Asset Management
Arkansas
$2.16M -$10.5K -117 -0.4%
Walleye Trading
762
Walleye Trading
New York
$2.16M -$6.34M -70,555 -73%
BMC
763
Benin Management Corp
Connecticut
$2.15M +$22.5K +250 +0.9%
SS
764
Simplicity Solutions
Minnesota
$2.14M +$529K +5,891 +29%
LA
765
Legacy Advisors
Pennsylvania
$2.14M +$170K +1,890 +8%
SWK
766
Stephen W. Kidder
$2.13M +$274K +3,050 +13%
YIA
767
YHB Investment Advisors
Connecticut
$2.12M -$127K -1,412 -5%
SCP
768
Shorepoint Capital Partners
Massachusetts
$2.12M -$218K -2,424 -8%
GIA
769
Gladstone Institutional Advisory
Florida
$2.12M -$41.1K -457 -2%
MIM
770
Miller Investment Management
Pennsylvania
$2.11M
FFWA
771
FRG Family Wealth Advisors
Washington
$2.11M -$334K -3,717 -12%
VWMG
772
Virginia Wealth Management Group
Virginia
$2.11M +$427K +4,756 +22%
CWM
773
Concentric Wealth Management
California
$2.11M +$52.6K +585 +2%
SLWA
774
San Luis Wealth Advisors
California
$2.1M +$729K +8,107 +45%
LWAM
775
Legacy Wealth Asset Management
Minnesota
$2.1M -$67.7K -753 -3%

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.