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Medtronic

1,990 hedge funds and large institutions have $88B invested in Medtronic in 2023 Q1 according to their latest regulatory filings, with 186 funds opening new positions, 992 increasing their positions, 620 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 992 | Existing positions reduced: 620

56% more first-time investments, than exits

New positions opened: 186 | Existing positions closed: 119

20% more call options, than puts

Call options by funds: $666M | Put options by funds: $555M

1% more funds holding

Funds holding: 1,9611,990 (+29)

4% more capital invested

Capital invested by funds: $84.7B → $88B (+$3.25B)

0.59% more ownership

Funds ownership: 81.43%82.01% (+0.59%)

13% less funds holding in top 10

Funds holding in top 10: 3127 (-4)

Holders
1,990
Holders Change
+29
Holders Change %
+1.48%
% of All Funds
31.71%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.43%
New
186
Increased
992
Reduced
620
Closed
119
Calls
$666M
Puts
$555M
Net Calls
+$112M
Net Calls Change
-$265M
Name Holding Trade Value Shares
Change
Change in
Stake
Voloridge Investment Management
76
Voloridge Investment Management
Florida
$153M -$114M -1,395,528 -42%
Russell Investments Group
77
Russell Investments Group
United Kingdom
$152M -$785K -9,629 -0.5%
Victory Capital Management
78
Victory Capital Management
Texas
$148M +$29.5M +361,961 +25%
EIP
79
Epoch Investment Partners
New York
$147M +$681K +8,359 +0.5%
Boston Partners
80
Boston Partners
Massachusetts
$145M -$37.3M -457,247 -20%
CP
81
Coho Partners
Pennsylvania
$141M +$6.64M +81,488 +5%
MNG
82
Manning & Napier Group
New York
$139M +$19.3M +236,628 +16%
APG Asset Management
83
APG Asset Management
Netherlands
$137M -$6.64M -81,411 -4%
DekaBank Deutsche Girozentrale
84
DekaBank Deutsche Girozentrale
Germany
$136M -$2.3M -28,192 -2%
US Bancorp
85
US Bancorp
Minnesota
$135M -$5.99M -73,507 -4%
Citigroup
86
Citigroup
New York
$135M -$12.5M -153,892 -8%
Barclays
87
Barclays
United Kingdom
$132M -$341M -4,186,727 -72%
State of Wisconsin Investment Board
88
State of Wisconsin Investment Board
Wisconsin
$130M -$907K -11,125 -0.7%
Fidelity Investments
89
Fidelity Investments
Massachusetts
$129M +$31M +380,590 +31%
EAM
90
Eagle Asset Management
Florida
$128M +$36.5M +447,935 +39%
1832 Asset Management
91
1832 Asset Management
Ontario, Canada
$125M +$1.29M +15,884 +1%
HTC
92
Haverford Trust Company
Pennsylvania
$123M +$42.8M +524,801 +52%
New York State Teachers Retirement System (NYSTRS)
93
New York State Teachers Retirement System (NYSTRS)
New York
$123M -$2.04M -25,002 -2%
SGA
94
Sustainable Growth Advisers
Connecticut
$121M +$986K +12,103 +0.8%
State Board of Administration of Florida Retirement System
95
State Board of Administration of Florida Retirement System
Florida
$120M -$759K -9,310 -0.6%
BG
96
Bahl & Gaynor
Ohio
$119M -$50M -612,887 -29%
TAM
97
Troy Asset Management
United Kingdom
$117M -$11.3M -138,860 -9%
Canada Pension Plan Investment Board
98
Canada Pension Plan Investment Board
Ontario, Canada
$116M -$4.38M -53,794 -4%
JMPWA
99
JP Morgan Private Wealth Advisors
California
$111M +$9.46M +116,081 +9%
First Trust Advisors
100
First Trust Advisors
Illinois
$110M +$3.37M +41,302 +3%

MDT Hedge Fund Activity: Q1 2023 in Review

1,990 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q1 2023, worth a combined $88B — up 3.8% from $84.7B a quarter earlier.

Buyers outnumbered sellers: 186 funds opened new MDT positions and 119 closed out — a net gain of 67 holders — while 992 added to existing stakes and 620 trimmed.

The largest buyer was Ameriprise, adding an estimated $281M. The largest seller was BlackRock, cutting an estimated $375M.

  • 1,990 institutional investors held Medtronic (MDT) as of Q1 2023, up from 1,961 in Q4 2022.
  • Funds reported $88B of Medtronic stock for Q1 2023, up 3.8% quarter-over-quarter.
  • 186 funds opened new Medtronic positions in Q1 2023 and 119 closed out, a net change of +67 holders.
  • The largest Medtronic buyer in Q1 2023 was Ameriprise, an estimated $281M added.
  • The largest Medtronic seller in Q1 2023 was BlackRock, an estimated $375M sold.

Based on aggregated 13F filings for Q1 2023.