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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
IWC
1076
Integrated Wealth Concepts
Massachusetts
$967K -$309K -3,440 -22%
HH
1077
Hilltop Holdings
Texas
$967K +$86.4K +961 +9%
FCMC
1078
Founders Capital Management (Connecticut)
Connecticut
$963K
VWM
1079
Venturi Wealth Management
Texas
$962K +$51.6K +574 +5%
Connor, Clark & Lunn Investment Management (CC&L)
1080
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$958K +$88.5K +985 +9%
AWM
1081
Avior Wealth Management
Nebraska
$952K +$53.8K +599 +5%
EWA
1082
EP Wealth Advisors
California
$950K +$345K +3,836 +48%
BP
1083
Ballentine Partners
Massachusetts
$948K +$130K +1,452 +14%
PK
1084
Pflug Koory
Nebraska
$942K +$23.1K +257 +2%
DR
1085
Davis Rea
Ontario, Canada
$940K -$1.13M -12,535 -52%
PTP
1086
Platform Technology Partners
New York
$939K -$23.1K -257 -2%
HNW
1087
High Note Wealth
Minnesota
$939K -$6.38K -71 -0.6%
BWM
1088
BigSur Wealth Management
Florida
$936K -$59K -656 -5%
RT
1089
Rockland Trust
Massachusetts
$936K +$251K +2,793 +32%
BAM
1090
Beaumont Asset Management
Texas
$932K +$467K +5,194 +82%
NWM
1091
Northcape Wealth Management
New York
$928K +$743K +8,269 +256%
OC
1092
Oarsman Capital
Wisconsin
$923K -$170K -1,890 -14%
FFS
1093
Founders Financial Securities
Maryland
$920K +$18.8K +209 +2%
TA
1094
Tectonic Advisors
Texas
$918K +$51.5K +573 +5%
CCA
1095
Catalyst Capital Advisors
New York
$918K +$481K +5,350 +89%
FNBTCON
1096
First National Bank & Trust Co of Newtown
Pennsylvania
$917K -$15.5K -173 -2%
BFM
1097
Boston Financial Management
Massachusetts
$911K +$148K +1,642 +17%
CSB
1098
City State Bank
Iowa
$909K +$51.7K +575 +5%
BIA
1099
Bigelow Investment Advisors
Maine
$908K +$146K +1,625 +17%
GP
1100
Girard Partners
Pennsylvania
$906K +$89.8K +999 +10%

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.