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Medtronic

1,930 hedge funds and large institutions have $87.7B invested in Medtronic in 2022 Q3 according to their latest regulatory filings, with 90 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%)

5% less funds holding

Funds holding: 2,0211,930 (-91)

8% less capital invested

Capital invested by funds: $95.6B → $87.7B (-$7.91B)

39% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 148

Holders
1,930
Holders Change
-91
Holders Change %
-4.5%
% of All Funds
33.25%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.57%
New
90
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
DZ Bank
101
DZ Bank
Germany
$117M -$50.4M -560,528 -28%
SGA
102
Sustainable Growth Advisers
Connecticut
$117M +$12.9M +143,334 +11%
TAM
103
Troy Asset Management
United Kingdom
$115M -$264M -2,937,069 -67%
JMPWA
104
JP Morgan Private Wealth Advisors
California
$115M -$8.12M -90,367 -6%
CIBC Asset Management
105
CIBC Asset Management
Ontario, Canada
$105M +$39.9M +443,658 +52%
HighTower Advisors
106
HighTower Advisors
Illinois
$104M +$4.93M +54,885 +4%
DC
107
Davenport & Co
Virginia
$98.4M -$39.8M -442,932 -27%
Adage Capital Partners
108
Adage Capital Partners
Massachusetts
$96.4M -$2.1M -23,400 -2%
AQR Capital Management
109
AQR Capital Management
Connecticut
$96.1M +$9.08M +101,072 +9%
SEI Investments
110
SEI Investments
Pennsylvania
$91.9M +$2.85M +31,663 +3%
Federated Hermes
111
Federated Hermes
Pennsylvania
$90.9M +$96M +1,068,661 +1,857%
Ensign Peak Advisors
112
Ensign Peak Advisors
Utah
$88.5M -$6.96M -77,444 -7%
SO
113
STRS Ohio
Ohio
$87.4M +$958K +10,663 +1%
Primecap Management
114
Primecap Management
California
$86.2M -$184K -2,050 -0.2%
First Trust Advisors
115
First Trust Advisors
Illinois
$84.1M +$11.9M +132,549 +15%
CIBC Private Wealth Group
116
CIBC Private Wealth Group
Georgia
$83.7M +$717K +7,975 +0.8%
EAM
117
Eagle Asset Management
Florida
$83.6M +$8.89M +98,933 +11%
SRIM
118
Saratoga Research & Investment Management
California
$82.7M +$13.4M +148,777 +17%
TD Asset Management
119
TD Asset Management
Ontario, Canada
$82.2M -$56.5M -628,385 -39%
HTC
120
Haverford Trust Company
Pennsylvania
$82.2M +$94.9K +1,056 +0.1%
PAMS
121
Pictet Asset Management (Switzerland)
Switzerland
$79.4M +$6.33M +70,475 +8%
Aberdeen Group
122
Aberdeen Group
United Kingdom
$78.8M +$12.2M +135,719 +16%
Nomura Asset Management
123
Nomura Asset Management
Japan
$77.8M +$15.8M +176,062 +22%
PI
124
PGGM Investments
Netherlands
$76.8M +$85.5M +951,585 New
CIC
125
Crawford Investment Counsel
Georgia
$76.7M +$11.1M +123,186 +15%

MDT Hedge Fund Activity: Q3 2022 in Review

1,930 of the 5,805 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 90 opened new positions — a net loss of 58 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.

  • 1,930 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.
  • 90 funds opened new Medtronic positions in Q3 2022 and 148 closed out, a net change of -58 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.