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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
AF
851
Allworth Financial
California
$1.71M -$204K -2,273 -10%
WJWM
852
Williams Jones Wealth Management
New York
$1.7M -$150K -1,670 -7%
TIM
853
Tevis Investment Management
Texas
$1.7M +$308K +3,430 +18%
FIM
854
Fernwood Investment Management
Massachusetts
$1.7M -$18K -200 -0.9%
CIA
855
Capital Investment Advisors
Georgia
$1.7M -$75.8K -844 -4%
CST
856
Charles Schwab Trust
Nevada
$1.69M -$21.6K -240 -1%
AFG
857
Albion Financial Group
Utah
$1.68M -$76.7K -854 -4%
DMC
858
Drexel Morgan & Co
Pennsylvania
$1.67M +$43.1K +480 +2%
CA
859
Clearstead Advisors
Ohio
$1.67M +$719 +8 +0%
AWA
860
Arkadios Wealth Advisors
Georgia
$1.66M +$1.59M +17,648 +604%
GCC
861
Game Creek Capital
Massachusetts
$1.66M +$67.4K +750 +4%
SA
862
Sicart Associates
New York
$1.65M -$283K -3,145 -13%
LOIM
863
Liberty One Investment Management
Illinois
$1.65M +$584K +6,499 +47%
PA
864
Profund Advisors
Maryland
$1.65M -$157K -1,747 -8%
NAM
865
NTV Asset Management
West Virginia
$1.65M -$90.8K -1,010 -5%
VFA
866
Valeo Financial Advisors
Indiana
$1.65M +$450K +5,012 +33%
MYIA
867
Mount Yale Investment Advisors
Colorado
$1.64M +$251K +2,791 +16%
GAM
868
Griffin Asset Management
New York
$1.64M -$6.2K -69 -0.3%
WCM
869
Wunderlich Capital Managemnt
Tennessee
$1.63M +$40.1K +446 +2%
VF
870
Virtu Financial
New York
$1.62M -$2.99M -33,264 -62%
IA
871
IFG Advisory
Georgia
$1.62M +$295K +3,284 +20%
VFA
872
Voya Financial Advisors
Connecticut
$1.61M +$50.1K +558 +3%
1SB
873
1ST Source Bank
Indiana
$1.61M +$6.29K +70 +0.4%
Credit Agricole
874
Credit Agricole
France
$1.61M +$337K +3,755 +23%
SSB
875
Sandy Spring Bank
Maryland
$1.6M +$53.5K +595 +3%

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.