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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
876
Advisornet Financial
Minnesota
$1.6M -$11.1K -123 -0.6%
SFS
877
Strategic Financial Services
New York
$1.6M -$98.1K -1,092 -5%
TCOO
878
Trust Company of Oklahoma
Oklahoma
$1.59M +$32.2K +358 +2%
AT
879
American Trust
Kentucky
$1.59M -$180K -1,998 -9%
DGAM
880
Desjardins Global Asset Management
Quebec, Canada
$1.58M +$64.6K +719 +4%
BPCA
881
Bank Pictet & Cie (Asia)
Singapore
$1.58M -$71.7K -798 -4%
HSA
882
HBK Sorce Advisory
Pennsylvania
$1.57M +$353K +3,929 +25%
RSWM
883
Robertson Stephens Wealth Management
California
$1.57M -$49.4K -550 -3%
PG
884
Patten Group
Tennessee
$1.57M -$273K -3,037 -14%
AFS
885
Access Financial Services
Minnesota
$1.56M +$47K +523 +3%
TC
886
Telemus Capital
Michigan
$1.56M +$143K +1,590 +9%
NB
887
NBT Bank
New York
$1.56M -$1.8K -20 -0.1%
CC
888
Colrain Capital
Massachusetts
$1.55M +$8.99K +100 +0.5%
EP
889
EPIQ Partners
Minnesota
$1.54M +$115K +1,283 +7%
AGP
890
Autumn Glory Partners
Texas
$1.53M +$1.42M +15,766 +487%
STC
891
Sarah T. Connolly
$1.53M +$25.5K +284 +2%
BCWM
892
Bartlett & Co Wealth Management
Ohio
$1.53M -$6.74K -75 -0.4%
BC
893
Bartlett & Co
Ohio
$1.53M -$6.74K -75 -0.4%
TAM
894
Tocqueville Asset Management
New York
$1.53M -$636K -7,074 -27%
LIM
895
Longfellow Investment Management
Massachusetts
$1.53M
NERM
896
New England Research & Management
Illinois
$1.52M -$21.1K -235 -1%
SC
897
Searle & Co
Connecticut
$1.52M -$44.9K -500 -3%
CSPIA
898
Cary Street Partners Investment Advisory
Virginia
$1.52M +$171K +1,907 +11%
BDS
899
Banco de Sabadell
Florida
$1.51M +$20.5K +228 +1%
AIA
900
AIMZ Investment Advisors
California
$1.51M +$359 +4 +0%

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.