We are live on ! Find out more
MDT icon

Medtronic

2,059 hedge funds and large institutions have $112B invested in Medtronic in 2021 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 856 increasing their positions, 739 reducing their positions, and 196 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 264 | Existing positions closed: 196

16% more repeat investments, than reductions

Existing positions increased: 856 | Existing positions reduced: 739

2% more funds holding

Funds holding: 2,0232,059 (+36)

3% more call options, than puts

Call options by funds: $1B | Put options by funds: $978M

0.22% more ownership

Funds ownership: 80.28%80.5% (+0.22%)

35% less funds holding in top 10

Funds holding in top 10: 5536 (-19)

38% less capital invested

Capital invested by funds: $180B → $112B (-$68.1B)

Holders
2,059
Holders Change
+36
Holders Change %
+1.78%
% of All Funds
31.69%
Holding in Top 10
36
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-34.55%
% of All Funds
0.55%
New
264
Increased
856
Reduced
739
Closed
196
Calls
$1B
Puts
$978M
Net Calls
+$25M
Net Calls Change
-$52M
Name Holding Trade Value Shares
Change
Change in
Stake
MNG
101
Manning & Napier Group
New York
$136M +$980K +8,467 +0.6%
US Bancorp
102
US Bancorp
Minnesota
$135M +$2.04M +17,614 +1%
DC
103
Davenport & Co
Virginia
$134M +$75.7K +654 +0.1%
Ensign Peak Advisors
104
Ensign Peak Advisors
Utah
$133M +$19M +163,865 +15%
Aviva
105
Aviva
United Kingdom
$131M -$24.6M -212,773 -14%
Adage Capital Partners
106
Adage Capital Partners
Massachusetts
$131M -$4.05M -35,000 -3%
EAM
107
Eagle Asset Management
Florida
$125M +$402K +3,473 +0.3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
108
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$120M +$133M +1,148,112 +7,455%
HighTower Advisors
109
HighTower Advisors
Illinois
$115M +$32.8M +282,937 +34%
Primecap Management
110
Primecap Management
California
$115M -$996K -8,600 -0.8%
Aberdeen Group
111
Aberdeen Group
United Kingdom
$114M -$122M -1,055,572 -49%
DZ Bank
112
DZ Bank
Germany
$114M -$632M -5,454,304 -83%
Allspring Global Investments
113
Allspring Global Investments
North Carolina
$114M +$127M +1,099,404 New
AP
114
Antipodes Partners
Australia
$113M +$9.76M +84,271 +8%
SO
115
STRS Ohio
Ohio
$113M +$5.33M +46,024 +4%
EVM
116
Eaton Vance Management
Massachusetts
$108M -$156M -1,350,029 -56%
CB
117
Cooke & Bieler
Pennsylvania
$106M +$14.7M +127,238 +14%
Allianz Asset Management
118
Allianz Asset Management
Germany
$106M -$22.3M -192,280 -16%
Axa
119
Axa
France
$105M -$27.9M -241,244 -19%
WHG
120
Westwood Holdings Group
Texas
$104M +$15.4M +132,748 +15%
Polen Capital Management
121
Polen Capital Management
Florida
$104M -$781K -6,747 -0.7%
Squarepoint
122
Squarepoint
New York
$104M +$99.3M +857,644 +582%
HTC
123
Haverford Trust Company
Pennsylvania
$100M +$2.44M +21,081 +2%
APG Asset Management
124
APG Asset Management
Netherlands
$98.8M -$15.2M -131,683 -11%
Fidelity Investments
125
Fidelity Investments
Massachusetts
$98.8M -$306M -2,645,824 -73%

MDT Hedge Fund Activity: Q4 2021 in Review

2,059 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q4 2021, worth a combined $112B — down 38% from $180B a quarter earlier.

Buyers outnumbered sellers: 264 funds opened new MDT positions and 196 closed out — a net gain of 68 holders — while 856 added to existing stakes and 739 trimmed.

The largest buyer was Franklin Resources, adding an estimated $603M. The largest seller was DZ Bank, cutting an estimated $632M.

  • 2,059 institutional investors held Medtronic (MDT) as of Q4 2021, up from 2,023 in Q3 2021.
  • Funds reported $112B of Medtronic stock for Q4 2021, down 38% quarter-over-quarter.
  • 264 funds opened new Medtronic positions in Q4 2021 and 196 closed out, a net change of +68 holders.
  • The largest Medtronic buyer in Q4 2021 was Franklin Resources, an estimated $603M added.
  • The largest Medtronic seller in Q4 2021 was DZ Bank, an estimated $632M sold.

Based on aggregated 13F filings for Q4 2021.