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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
MTC
1126
Matrix Trust Company
Colorado
$850K +$277K +3,082 +41%
BCMO
1127
Buckingham Capital Management (Ohio)
Ohio
$849K -$394K -4,389 -29%
CGL
1128
Clarius Group LLC
Washington
$842K -$160K -1,778 -15%
FHA
1129
Flagship Harbor Advisors
Massachusetts
$842K +$71K +790 +8%
MCA
1130
Magnolia Capital Advisors
Mississippi
$841K -$899 -10 -0.1%
CWMU
1131
Caliber Wealth Management (Utah)
Utah
$840K +$57.2K +637 +7%
GJIC
1132
Gamble Jones Investment Counsel
California
$836K -$36.4K -405 -4%
SMC
1133
Smith, Moore & Co
Missouri
$836K +$24.1K +268 +3%
FM
1134
Foster & Motley
Ohio
$831K -$30.8K -343 -3%
BEI
1135
Benjamin Edwards Inc
Missouri
$831K +$64.9K +722 +8%
SA
1136
Strategic Advisors
New York
$830K -$468K -5,207 -34%
DSC
1137
Duncker Streett & Co
Missouri
$827K -$145K -1,614 -14%
DIP
1138
DT Investment Partners
Pennsylvania
$821K -$15.4K -171 -2%
RA
1139
RFG Advisory
Alabama
$819K -$158K -1,756 -15%
CAMG
1140
CWA Asset Management Group
Florida
$817K +$23.9K +266 +3%
TF
1141
TLWM Financial
Texas
$815K +$4.74M +52,785 +608%
MS
1142
Maven Securities
Jersey
$813K +$637K +7,084 +238%
HAIM
1143
Hunter Associates Investment Management
Pennsylvania
$812K -$1.08K -12 -0.1%
ZB
1144
Zions Bancorporation
Utah
$811K -$5.84K -65 -0.6%
GA
1145
GoalVest Advisory
New York
$810K -$632K -7,035 -41%
MJRIC
1146
Mogy Joel R Investment Counsel
California
$809K -$44.9K -500 -5%
BJL
1147
Brighton Jones LLC
Washington
$802K +$107K +1,189 +14%
SJIA
1148
St. James Investment Advisors
New York
$801K -$24.2K -269 -3%
VA
1149
Valmark Advisers
Ohio
$801K -$7.37K -82 -0.8%
NED
1150
Nancy E. Dempze
$800K +$258K +2,866 +41%

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.