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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
TBWA
1001
Three Bridge Wealth Advisors
California
$1.15M +$45.4K +505 +4%
RPC
1002
Rossmore Private Capital
Connecticut
$1.15M -$34.3K -382 -3%
WT
1003
Whittier Trust
California
$1.14M -$509K -5,661 -29%
AL
1004
Arnhold LLC
New York
$1.14M
BWM
1005
BNC Wealth Management
Oregon
$1.14M -$36K -401 -3%
PHK
1006
Point72 Hong Kong
Hong Kong
$1.14M -$9.45M -105,130 -88%
TF
1007
TIAA FSB
Florida
$1.14M +$12K +133 +1%
EF
1008
Exeter Financial
Arizona
$1.14M -$10.3K -115 -0.8%
AJ
1009
Ashburton (Jersey)
Jersey
$1.13M +$348K +3,876 +1,891%
OF
1010
Outfitter Financial
Maine
$1.13M +$108K +1,205 +9%
SAM
1011
Sawgrass Asset Management
Florida
$1.12M -$197K -2,196 -14%
RIL
1012
Rothschild Investment LLC
Illinois
$1.12M +$8.45K +94 +0.7%
MCWS
1013
McKinley Carter Wealth Services
West Virginia
$1.11M +$42.1K +469 +4%
HI
1014
Harrington Investments
California
$1.11M +$45.1K +502 +4%
SFS
1015
Stiles Financial Services
Minnesota
$1.11M -$114K -1,266 -8%
TA
1016
TCM Advisors
West Virginia
$1.11M
BSW
1017
Buckingham Strategic Wealth
Missouri
$1.1M +$107K +1,190 +10%
IGWM
1018
ICA Group Wealth Management
Colorado
$1.1M +$47K +523 +4%
TC
1019
Toews Corporation
New Jersey
$1.1M +$35.9K +400 +3%
AWM
1020
Aberdeen Wealth Management
Illinois
$1.1M
DIA
1021
Dana Investment Advisors
Wisconsin
$1.1M -$144K -1,599 -11%
CAM
1022
Columbia Asset Management
Michigan
$1.09M -$198K -2,202 -14%
IIA
1023
ICW Investment Advisors
Arizona
$1.09M +$13.7K +152 +1%
MCA
1024
MSH Capital Advisors
Arizona
$1.09M +$13.5K +150 +1%
TWM
1025
Tradition Wealth Management
Minnesota
$1.09M +$62.5K +696 +5%

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.