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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
SAM
776
Silvercrest Asset Management
New York
$2.84M -$8.22M -70,979 -72%
PA
777
Profund Advisors
Maryland
$2.83M +$101K +876 +3%
CH
778
Canton Hathaway
Rhode Island
$2.83M +$1.16K +10 +0%
SAM
779
Sompo Asset Management
Japan
$2.81M +$2.54M +21,970 +424%
TCM
780
Twin Capital Management
Pennsylvania
$2.8M -$1.16M -10,030 -27%
GAM
781
Garrison Asset Management
Arkansas
$2.79M +$52.7K +455 +2%
KFBMI
782
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.79M
SCM
783
Silvant Capital Management
Georgia
$2.79M -$171K -1,477 -5%
CWG
784
Cornerstone Wealth Group
North Carolina
$2.78M +$97.4K +841 +3%
CS
785
Comerica Securities
Michigan
$2.75M +$17.9K +155 +0.6%
LWAM
786
Legacy Wealth Asset Management
Minnesota
$2.73M +$137K +1,181 +5%
TAM
787
Tocqueville Asset Management
New York
$2.73M +$12.6K +109 +0.4%
VBFP
788
Valtinson Bruner Financial Planning
Minnesota
$2.71M +$15.6K +135 +0.5%
GG
789
Gofen & Glossberg
Illinois
$2.69M +$628K +5,427 +26%
ACM
790
Alpha Capital Management
Texas
$2.68M +$32.3K +279 +1%
WB
791
Webster Bank
Connecticut
$2.66M +$5.79K +50 +0.2%
AF
792
Advisornet Financial
Minnesota
$2.66M +$417K +3,604 +16%
IA
793
IndexIQ Advisors
New York
$2.66M -$37.9K -327 -1%
APA
794
American Portfolios Advisors
New York
$2.65M -$696K -6,007 -19%
AFM
795
Andesa Financial Management
Pennsylvania
$2.62M -$1.16K -10 -0%
MIM
796
Miller Investment Management
Pennsylvania
$2.6M
AC
797
Asio Capital
Kentucky
$2.6M +$233K +2,008 +9%
WS
798
Wedbush Securities
California
$2.59M -$216K -1,864 -7%
SA
799
Sicart Associates
New York
$2.59M -$106K -919 -4%
NSEDCP
800
NJ State Employees Deferred Compensation Plan
New Jersey
$2.59M

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.