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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
AWM
1176
Aspire Wealth Management
Massachusetts
$756K
ECM
1177
Everence Capital Management
Indiana
$754K +$566K +6,300 +207%
DI
1178
Diligent Investors
California
$749K
KCM
1179
Kennicott Capital Management
California
$746K
ETH
1180
Exos TFP Holdings
New York
$745K +$829K +9,228 New
SIM
1181
Sentry Investment Management
Wisconsin
$740K
BA
1182
Ballast Advisors
Minnesota
$738K -$69K -768 -8%
SDWIA
1183
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$738K -$17.5K -195 -2%
BBI
1184
Baxter Bros Inc
Connecticut
$737K +$71.9K +800 +10%
CC
1185
Centiva Capital
New York
$735K -$1.69M -18,773 -67%
LRPA
1186
L. Roy Papp & Associates
Arizona
$735K +$6.74K +75 +0.8%
CG
1187
Corundum Group
Colorado
$734K +$180K +2,005 +28%
PA
1188
Procyon Advisors
Connecticut
$731K -$117K -1,301 -13%
IAS
1189
Investment Advisory Services
Texas
$731K -$13.7K -152 -2%
IF
1190
Intrua Financial
Texas
$730K -$190K -2,111 -19%
MW
1191
Marcum Wealth
Ohio
$729K +$50K +556 +7%
SBL
1192
Sargent Bickham Lagudis
Colorado
$726K -$24.7K -275 -3%
PI
1193
Parkside Investments
Illinois
$726K
RCAG
1194
Rehmann Capital Advisory Group
Michigan
$726K +$122K +1,362 +18%
VW
1195
Vance Wealth
California
$725K -$6.74K -75 -0.8%
OIA
1196
OneDigital Investment Advisors
Kansas
$725K +$47.5K +529 +6%
GFS
1197
GYL Financial Synergies
Connecticut
$724K -$240K -2,674 -23%
CANY
1198
Caxton Associates (New York)
New York
$723K -$999K -11,115 -55%
SEEDPG
1199
S.E.E.D. Planning Group
New York
$723K +$116K +1,294 +17%
FPF
1200
First Pacific Financial
Washington
$722K +$69.8K +777 +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 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.