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Medtronic

1,931 hedge funds and large institutions have $87.7B invested in Medtronic in 2022 Q3 according to their latest regulatory filings, with 91 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%)

4% less funds holding

Funds holding: 2,0211,931 (-90)

8% less capital invested

Capital invested by funds: $95.6B → $87.7B (-$7.91B)

39% less first-time investments, than exits

New positions opened: 91 | Existing positions closed: 148

Holders
1,931
Holders Change
-90
Holders Change %
-4.45%
% of All Funds
33.26%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.57%
New
91
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
SC
826
Sawyer & Company
Massachusetts
$1.82M
MNBTD
827
Moody National Bank Trust Division
Texas
$1.82M +$72K +801 +4%
FLPIM
828
F.L. Putnam Investment Management
Massachusetts
$1.81M -$92.7K -1,031 -4%
BFM
829
Boothbay Fund Management
New York
$1.81M -$992K -11,033 -33%
WWA
830
WC Walker & Associates
California
$1.81M -$103K -1,151 -5%
LFG
831
Larson Financial Group
Missouri
$1.81M +$1.77M +19,655 +713%
LI
832
LMCG Investments
Massachusetts
$1.81M -$108K -1,205 -5%
NIC
833
Northwest Investment Counselors
Oregon
$1.8M +$15.1K +168 +0.8%
CW
834
Connectus Wealth
Ohio
$1.78M -$1.79M -19,935 -47%
BL
835
BFSG LLC
California
$1.78M +$33.3K +371 +2%
RB
836
Rodgers Brothers
Pennsylvania
$1.77M -$31.5K -350 -2%
TI
837
Trexquant Investment
Connecticut
$1.76M -$1.16M -12,953 -37%
ACM
838
AlphaCrest Capital Management
New York
$1.76M +$1.23M +13,659 +167%
TAM
839
Tealwood Asset Management
Minnesota
$1.76M +$43.9K +489 +2%
CWM
840
CIBC World Markets
New York
$1.75M -$8M -88,967 -80%
SF
841
Summit Financial
New Jersey
$1.75M +$351K +3,905 +22%
MPM
842
Meritage Portfolio Management
Kansas
$1.75M +$1.94M +21,623 New
VIM
843
VELA Investment Management
Ohio
$1.74M +$80.9K +900 +4%
RWM
844
Ritholtz Wealth Management
New York
$1.74M +$1.34M +14,964 +226%
FMC
845
First Merchants Corp
Indiana
$1.74M -$1.28M -14,226 -40%
ATPW
846
Ashton Thomas Private Wealth
Arizona
$1.73M +$148K +1,649 +8%
FIM
847
Freedom Investment Management
Connecticut
$1.73M -$148K -1,651 -7%
LWAC
848
Laurel Wealth Advisors (California)
California
$1.72M +$1.43M +15,874 +295%
CFCI
849
Comprehensive Financial Consultants Institutional
Indiana
$1.72M +$211K +2,353 +13%
GT
850
Greenleaf Trust
Michigan
$1.71M +$466K +5,186 +32%

MDT Hedge Fund Activity: Q3 2022 in Review

1,931 of the 5,806 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 91 opened new positions — a net loss of 57 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.

  • 1,931 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.
  • 91 funds opened new Medtronic positions in Q3 2022 and 148 closed out, a net change of -57 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.