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Medtronic

2,021 hedge funds and large institutions have $95.6B invested in Medtronic in 2022 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 855 increasing their positions, 807 reducing their positions, and 167 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $943M | Put options by funds: $494M

6% more repeat investments, than reductions

Existing positions increased: 855 | Existing positions reduced: 807

0.15% less ownership

Funds ownership: 80.74%80.59% (-0.15%)

4% less funds holding

Funds holding: 2,1012,021 (-80)

18% less funds holding in top 10

Funds holding in top 10: 3932 (-7)

32% less first-time investments, than exits

New positions opened: 114 | Existing positions closed: 167

42% less capital invested

Capital invested by funds: $165B → $95.6B (-$69.1B)

Holders
2,021
Holders Change
-80
Holders Change %
-3.81%
% of All Funds
34.05%
Holding in Top 10
32
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-17.95%
% of All Funds
0.54%
New
114
Increased
855
Reduced
807
Closed
167
Calls
$943M
Puts
$494M
Net Calls
+$450M
Net Calls Change
+$100M
Name Holding Trade Value Shares
Change
Change in
Stake
ZB
1151
Zions Bancorporation
Utah
$908K -$302K -2,985 -23%
HAIM
1152
Hunter Associates Investment Management
Pennsylvania
$906K +$734K +7,242 +253%
SMC
1153
Smith, Moore & Co
Missouri
$905K +$6.18K +61 +0.6%
BOS
1154
Bank of Stockton
California
$903K +$11.7K +115 +1%
WCM
1155
Washington Capital Management
Washington
$902K +$143K +1,410 +16%
VA
1156
Valmark Advisers
Ohio
$897K -$30.6K -302 -3%
AWP
1157
Ascent Wealth Partners
New York
$897K +$1.02M +10,069 New
Wolverine Trading
1158
Wolverine Trading
Illinois
$895K -$3.28M -32,350 -77%
BA
1159
Ballast Advisors
Minnesota
$889K +$304 +3 +0%
CAMG
1160
CWA Asset Management Group
Florida
$884K -$49.4K -488 -5%
IAN
1161
Integrated Advisors Network
Texas
$884K +$138K +1,364 +16%
MBTD
1162
Mechanics Bank - Trust Department
California
$880K -$26.9K -265 -3%
GWM
1163
GDS Wealth Management
Texas
$878K -$19.3K -190 -2%
MIM
1164
Martin Investment Management
Florida
$878K
BA
1165
Bivin & Associates
Oklahoma
$878K +$11.1K +110 +1%
GWM
1166
GSB Wealth Management
Connecticut
$877K +$1.22K +12 +0.1%
CWMU
1167
Caliber Wealth Management (Utah)
Utah
$876K +$989K +9,760 New
BWM
1168
Buckley Wealth Management
Nevada
$872K -$17.5K -173 -2%
MHIC
1169
Marble Harbor Investment Counsel
Massachusetts
$871K
EHWM
1170
Eads & Heald Wealth Management
Georgia
$871K +$1.01K +10 +0.1%
FMB
1171
Field & Main Bank
Kentucky
$869K -$9.73K -96 -1%
RGC
1172
Roberts, Glore & Co
Illinois
$869K -$5.07K -50 -0.5%
FHA
1173
Flagship Harbor Advisors
Massachusetts
$865K -$237K -2,338 -20%
BFM
1174
Boston Financial Management
Massachusetts
$865K +$38.7K +382 +4%
WAS
1175
Winch Advisory Services
Wisconsin
$864K -$14.1K -139 -1%

MDT Hedge Fund Activity: Q2 2022 in Review

2,021 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q2 2022, worth a combined $95.6B — down 42% from $165B a quarter earlier.

Sellers outnumbered buyers: 167 funds closed out of MDT and 114 opened new positions — a net loss of 53 holders — while 807 trimmed existing stakes and 855 added.

The largest buyer was Barclays, adding an estimated $433M. The largest seller was T. Rowe Price Associates, cutting an estimated $795M.

  • 2,021 institutional investors held Medtronic (MDT) as of Q2 2022, down from 2,101 in Q1 2022.
  • Funds reported $95.6B of Medtronic stock for Q2 2022, down 42% quarter-over-quarter.
  • 114 funds opened new Medtronic positions in Q2 2022 and 167 closed out, a net change of -53 holders.
  • The largest Medtronic buyer in Q2 2022 was Barclays, an estimated $433M added.
  • The largest Medtronic seller in Q2 2022 was T. Rowe Price Associates, an estimated $795M sold.

Based on aggregated 13F filings for Q2 2022.