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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
UFG
801
United Fire Group
Iowa
$2.59M
CIC
802
Carnegie Investment Counsel
Ohio
$2.59M +$1.97M +17,054 +215%
FRA
803
Front Row Advisors
California
$2.58M -$37.6K -325 -1%
AWE
804
Avidian Wealth Enterprises
Texas
$2.56M +$356K +3,075 +14%
PPWP
805
Proquility Private Wealth Partners
Nevada
$2.53M -$84.5K -730 -3%
SFI
806
SPC Financial Inc
Maryland
$2.52M +$21.1K +182 +0.8%
MJB
807
Mark J. Bradley
$2.52M -$212K -1,830 -7%
CFA
808
Carroll Financial Associates
North Carolina
$2.51M -$15.2K -131 -0.5%
1WA
809
180 Wealth Advisors
Washington
$2.51M +$162K +1,396 +6%
BC
810
Blackhill Capital
New Jersey
$2.5M
CIC
811
Cornercap Investment Counsel
Georgia
$2.5M +$336K +2,901 +14%
TCOV
812
Trust Company of Vermont
Vermont
$2.5M +$84.5K +730 +3%
MSAM
813
Moloney Securities Asset Management
Missouri
$2.49M -$170K -1,469 -6%
VVP
814
Venture Visionary Partners
Ohio
$2.49M -$241K -2,079 -8%
HIP
815
Harrell Investment Partners
Texas
$2.48M -$175K -1,507 -6%
HCM
816
Hodges Capital Management
Texas
$2.48M +$47.4K +409 +2%
FLPIM
817
F.L. Putnam Investment Management
Massachusetts
$2.48M -$229K -1,976 -8%
LBC
818
Lawrence B. Cohen
$2.48M -$167K -1,445 -6%
DGAM
819
Desjardins Global Asset Management
Quebec, Canada
$2.48M +$2.77M +23,944 New
NC
820
NovaPoint Capital
Georgia
$2.47M +$362K +3,126 +15%
LA
821
LVW Advisors
New York
$2.46M -$191K -1,649 -6%
BA
822
Bristlecone Advisors
Washington
$2.46M -$252K -2,179 -8%
CWM
823
Concentric Wealth Management
California
$2.46M +$120K +1,032 +5%
TCM
824
Teza Capital Management
Illinois
$2.44M +$857K +7,404 +46%
H
825
HoyleCohen
California
$2.44M +$134K +1,153 +5%

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.