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Medtronic

2,102 hedge funds and large institutions have $165B invested in Medtronic in 2022 Q1 according to their latest regulatory filings, with 205 funds opening new positions, 1,007 increasing their positions, 673 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $971M | Put options by funds: $622M

52% more first-time investments, than exits

New positions opened: 205 | Existing positions closed: 135

50% more repeat investments, than reductions

Existing positions increased: 1,007 | Existing positions reduced: 673

48% more capital invested

Capital invested by funds: $112B → $165B (+$53.2B)

8% more funds holding in top 10

Funds holding in top 10: 3639 (+3)

2% more funds holding

Funds holding: 2,0602,102 (+42)

0.24% more ownership

Funds ownership: 80.5%80.74% (+0.24%)

Holders
2,102
Holders Change
+42
Holders Change %
+2.04%
% of All Funds
33.15%
Holding in Top 10
39
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.33%
% of All Funds
0.62%
New
205
Increased
1,007
Reduced
673
Closed
135
Calls
$971M
Puts
$622M
Net Calls
+$349M
Net Calls Change
+$324M
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1201
Orion Capital Management
California
$1.02M +$6.34K +60 +0.7%
AI
1202
AXS Investments
New York
$1.02M -$360K -3,410 -27%
BG
1203
Bollard Group
Massachusetts
$1.02M +$5.6K +53 +0.6%
ECM
1204
Evergreen Capital Management
Washington
$1.02M +$251K +2,378 +35%
TA
1205
Tectonic Advisors
Texas
$1.02M +$74.4K +704 +8%
MWA
1206
Meridian Wealth Advisors
Texas
$1.01M +$207K +1,957 +27%
WP
1207
WealthShield Partners
North Carolina
$1.01M +$378K +3,582 +65%
DIA
1208
Dana Investment Advisors
Wisconsin
$1.01M +$743K +7,032 +343%
IB
1209
Intrust Bank
Kansas
$1.01M +$218K +2,061 +29%
EWM
1210
Empirical Wealth Management
Washington
$1M -$115K -1,087 -11%
RCM
1211
Radnor Capital Management
Pennsylvania
$1M -$63.4K -600 -6%
LRPA
1212
L. Roy Papp & Associates
Arizona
$995K +$52.3K +495 +6%
JDR
1213
Jay D. Rosenbaum
$993K -$17.9K -169 -2%
LNC
1214
Lincoln National Corp
Pennsylvania
$992K +$172K +1,630 +22%
NME
1215
Notis-McConarty Edward
$991K +$944K +8,935 New
GWM
1216
Geneos Wealth Management
Colorado
$988K -$276K -2,613 -23%
TF
1217
TLWM Financial
Texas
$978K +$105K +995 +13%
SAM
1218
Simplify Asset Management
Nevada
$978K +$931K +8,816 New
MW
1219
Marcum Wealth
Ohio
$977K +$31.2K +295 +3%
LWCFA
1220
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$974K -$205K -1,945 -18%
BEI
1221
Benjamin Edwards Inc
Missouri
$972K -$135K -1,279 -13%
MIM
1222
Moseley Investment Management
Florida
$970K -$42.3K -400 -4%
DA
1223
DCM Advisors
New York
$969K -$26.3K -249 -3%
SFI
1224
Susquehanna Fundamental Investments
Pennsylvania
$965K +$919K +8,700 New
FFM
1225
Forum Financial Management
Illinois
$962K -$96K -909 -9%

MDT Hedge Fund Activity: Q1 2022 in Review

2,102 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q1 2022, worth a combined $165B — up 48% from $112B a quarter earlier.

Buyers outnumbered sellers: 205 funds opened new MDT positions and 135 closed out — a net gain of 70 holders — while 1,007 added to existing stakes and 673 trimmed.

The largest buyer was Vanguard Group, adding an estimated $782M. The largest seller was T. Rowe Price Associates, cutting an estimated $708M.

  • 2,102 institutional investors held Medtronic (MDT) as of Q1 2022, up from 2,060 in Q4 2021.
  • Funds reported $165B of Medtronic stock for Q1 2022, up 48% quarter-over-quarter.
  • 205 funds opened new Medtronic positions in Q1 2022 and 135 closed out, a net change of +70 holders.
  • The largest Medtronic buyer in Q1 2022 was Vanguard Group, an estimated $782M added.
  • The largest Medtronic seller in Q1 2022 was T. Rowe Price Associates, an estimated $708M sold.

Based on aggregated 13F filings for Q1 2022.