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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 90 funds opening new positions, 914 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: 914 | 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%)

5% less funds holding

Funds holding: 2,0221,931 (-91)

8% less capital invested

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

39% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 148

Holders
1,931
Holders Change
-91
Holders Change %
-4.5%
% 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
90
Increased
914
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
SBIA
1026
Sheaff Brock Investment Advisors
Indiana
$1.08M +$193K +2,153 +19%
PIM
1027
Penobscot Investment Management
Massachusetts
$1.08M -$94.5K -1,051 -7%
EM
1028
ELCO Management
New York
$1.08M -$4.49K -50 -0.4%
CG
1029
Cutler Group
California
$1.08M +$87.2K +970 +8%
AW
1030
Alaethes Wealth
Nevada
$1.07M +$62.5K +695 +6%
MA
1031
Montag & Associates
Georgia
$1.07M +$92K +1,024 +8%
JCM
1032
Jacobi Capital Management
Pennsylvania
$1.07M +$63.4K +705 +6%
SIA
1033
SkyView Investment Advisors
New Jersey
$1.06M -$7.91K -88 -0.7%
DBIA
1034
Dumont & Blake Investment Advisors
New Jersey
$1.06M +$139K +1,549 +13%
BOH
1035
Bank of Hawaii
Hawaii
$1.06M +$68.7K +765 +6%
HNWAG
1036
High Net Worth Advisory Group
Florida
$1.06M
SCA
1037
Spearhead Capital Advisors
Florida
$1.05M -$8.26M -91,955 -88%
JFL
1038
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.05M -$22.5K -250 -2%
GWMI
1039
Guardian Wealth Management (Illinois)
Illinois
$1.05M +$16.4K +182 +1%
SACTSONJ
1040
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.05M
EFS
1041
Essex Financial Services
Connecticut
$1.05M +$2.79K +31 +0.2%
SB
1042
Strategic Blueprint
Georgia
$1.04M +$61.6K +686 +6%
NAMP
1043
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.04M -$67.8K -755 -6%
GI
1044
GAMCO Investors
Connecticut
$1.03M -$2.61M -29,040 -69%
FMAEN1
1045
Fund Management at Engine No 1
California
$1.03M -$69.6K -774 -6%
ABP
1046
Arthur B. Page
$1.03M +$362K +4,028 +46%
RC
1047
Roundview Capital
New Jersey
$1.03M +$74K +823 +7%
LD
1048
Lipe & Dalton
New York
$1.03M +$99K +1,102 +9%
GIM
1049
Guild Investment Management
California
$1.03M +$1.14M +12,730 New
CWM
1050
Calamos Wealth Management
Illinois
$1.01M -$88.1K -980 -7%

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 90 opened new positions — a net loss of 58 holders — while 707 trimmed existing stakes and 914 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 2,022 in Q2 2022.
  • Funds reported $87.7B of Medtronic stock for Q3 2022, down 8.3% quarter-over-quarter.
  • 90 funds opened new Medtronic positions in Q3 2022 and 148 closed out, a net change of -58 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.