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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
SIP
1201
Scott Investment Partners
United Kingdom
$719K -$4.76M -53,000 -86%
DG
1202
DMC Group
Alabama
$717K -$8.72K -97 -1%
BI
1203
Ballast Inc
Kentucky
$716K +$46.1K +513 +6%
BOS
1204
Bank of Stockton
California
$709K -$114K -1,273 -13%
RCM
1205
Radnor Capital Management
Pennsylvania
$706K -$27K -300 -3%
IAN
1206
Integrated Advisors Network
Texas
$704K -$102K -1,135 -12%
MC
1207
Martin & Co
Tennessee
$702K +$15.5K +173 +2%
CFO
1208
CVA Family Office
Colorado
$702K +$327K +3,636 +72%
TPW
1209
Transatlantique Private Wealth
New York
$699K
GAG
1210
Goodman Advisory Group
Massachusetts
$697K -$1.4M -15,626 -64%
DWM
1211
Dakota Wealth Management
Florida
$695K +$76.7K +853 +11%
EWA
1212
Encompass Wealth Advisors
Oregon
$694K +$243K +2,700 +46%
IWM
1213
IHT Wealth Management
Illinois
$689K +$136K +1,509 +21%
SN
1214
Sittner & Nelson
Oregon
$687K +$359 +4 +0%
BFO
1215
Biltmore Family Office
North Carolina
$687K +$3.95K +44 +0.5%
BC
1216
Bowman & Company
Wisconsin
$676K +$29.2K +325 +4%
CSIC
1217
Clifford Swan Investment Counsel
California
$675K -$105K -1,165 -12%
WFA
1218
Wipfli Financial Advisors
Wisconsin
$675K +$747K +8,307 New
JG
1219
Jefferies Group
New York
$674K +$719K +8,004 +2,375%
AWP
1220
Ascent Wealth Partners
New York
$673K -$155K -1,729 -17%
CA
1221
Cambridge Advisors
Nebraska
$673K
MWAM
1222
Manhattan West Asset Management
California
$673K +$86.5K +962 +13%
PWPS
1223
Pinnacle Wealth Planning Services
Ohio
$672K +$354K +3,943 +90%
MM
1224
MQS Management
New York
$671K +$746K +8,305 New
MTC
1225
McDaniel Terry & Co
Texas
$669K

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.