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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
GWM
1151
GSB Wealth Management
Connecticut
$793K +$3.95K +44 +0.5%
QCM
1152
Quantinno Capital Management
New York
$793K +$65.6K +730 +8%
MBTD
1153
Mechanics Bank - Trust Department
California
$791K
FFM
1154
Forum Financial Management
Illinois
$791K +$26.7K +297 +3%
BIA
1155
Barry Investment Advisors
Massachusetts
$791K +$32.4K +361 +4%
CAG
1156
Csenge Advisory Group
Florida
$790K -$33.4K -372 -4%
EHWM
1157
Eads & Heald Wealth Management
Georgia
$790K +$6.92K +77 +0.8%
DWM
1158
Doyle Wealth Management
Florida
$786K +$24.6K +274 +3%
WAS
1159
Winch Advisory Services
Wisconsin
$780K +$3.5K +39 +0.4%
SWM
1160
Spire Wealth Management
Virginia
$778K -$380K -4,228 -30%
CCM
1161
Cribstone Capital Management
Maine
$777K +$23.1K +257 +3%
WMA
1162
West Michigan Advisors
Michigan
$777K +$26.2K +292 +3%
ECM
1163
Evergreen Capital Management
Washington
$777K +$395K +4,393 +84%
MIM
1164
Martin Investment Management
Florida
$776K -$16.2K -180 -2%
FMB
1165
Field & Main Bank
Kentucky
$774K -$8.18K -91 -0.9%
CPC
1166
Congress Park Capital
New York
$771K +$3.06K +34 +0.4%
CB
1167
CNB Bank
Pennsylvania
$770K +$47.7K +531 +6%
MIM
1168
Moseley Investment Management
Florida
$768K +$4.94K +55 +0.6%
RGC
1169
Roberts, Glore & Co
Illinois
$765K -$18.4K -205 -2%
JDR
1170
Jay D. Rosenbaum
$765K +$34.2K +381 +4%
FIA
1171
Foundations Investment Advisors
Arizona
$764K +$7.64K +85 +0.9%
IAIM
1172
Industrial Alliance Investment Management
Quebec, Canada
$763K +$286K +3,183 +51%
PFGIA
1173
Patriot Financial Group Insurance Agency
Massachusetts
$760K +$71.4K +794 +9%
Pacer Advisors
1174
Pacer Advisors
Pennsylvania
$757K -$6.55M -72,933 -89%
FMTCOCP
1175
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$757K +$32.3K +359 +4%

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.