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Medtronic

1,990 hedge funds and large institutions have $88B invested in Medtronic in 2023 Q1 according to their latest regulatory filings, with 186 funds opening new positions, 992 increasing their positions, 620 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 992 | Existing positions reduced: 620

56% more first-time investments, than exits

New positions opened: 186 | Existing positions closed: 119

20% more call options, than puts

Call options by funds: $666M | Put options by funds: $555M

1% more funds holding

Funds holding: 1,9611,990 (+29)

4% more capital invested

Capital invested by funds: $84.7B → $88B (+$3.25B)

0.59% more ownership

Funds ownership: 81.43%82.01% (+0.59%)

13% less funds holding in top 10

Funds holding in top 10: 3127 (-4)

Holders
1,990
Holders Change
+29
Holders Change %
+1.48%
% of All Funds
31.71%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.43%
New
186
Increased
992
Reduced
620
Closed
119
Calls
$666M
Puts
$555M
Net Calls
+$112M
Net Calls Change
-$265M
Name Holding Trade Value Shares
Change
Change in
Stake
DC
101
Davenport & Co
Virginia
$109M +$2.04M +25,036 +2%
Thrivent Financial for Lutherans
102
Thrivent Financial for Lutherans
Minnesota
$105M -$25.4M -311,099 -19%
HighTower Advisors
103
HighTower Advisors
Illinois
$105M +$6.36M +78,064 +6%
TD Asset Management
104
TD Asset Management
Ontario, Canada
$104M +$9.78M +119,984 +10%
BG
105
Bellevue Group
Switzerland
$99.1M +$49.8M +610,815 +99%
SEI Investments
106
SEI Investments
Pennsylvania
$95.2M +$13.3M +162,656 +16%
Pzena Investment Management
107
Pzena Investment Management
New York
$94.6M +$95.6M +1,173,455 New
AQR Capital Management
108
AQR Capital Management
Connecticut
$92.4M -$48.7M -597,237 -34%
Artisan Partners
109
Artisan Partners
Wisconsin
$92.3M +$982K +12,048 +1%
VLKIM
110
Van Lanschot Kempen Investment Management
Netherlands
$92.2M +$49M +601,610 +111%
Truist Financial
111
Truist Financial
North Carolina
$92.2M -$76.2M -934,582 -45%
SRIM
112
Saratoga Research & Investment Management
California
$91.6M +$11.8M +145,080 +15%
Nomura Asset Management
113
Nomura Asset Management
Japan
$90.9M -$3.16M -38,804 -3%
Allspring Global Investments
114
Allspring Global Investments
North Carolina
$89.9M -$8.13M -99,784 -8%
CIC
115
Crawford Investment Counsel
Georgia
$89.5M +$9.86M +121,003 +12%
KBC Group
116
KBC Group
Belgium
$88.1M +$50.7M +621,726 +132%
Bessemer Group
117
Bessemer Group
New Jersey
$87.4M +$25.5M +312,554 +41%
Prudential Financial
118
Prudential Financial
New Jersey
$85.5M -$1.64M -20,121 -2%
Two Sigma Investments
119
Two Sigma Investments
New York
$85.1M -$162M -1,983,389 -65%
PI
120
PGGM Investments
Netherlands
$85.1M +$8.02M +98,375 +10%
EIC
121
Equity Investment Corp
Georgia
$84.9M +$3.63M +44,554 +4%
LPL Financial
122
LPL Financial
California
$82M +$15.6M +190,984 +23%
Janney Montgomery Scott
123
Janney Montgomery Scott
Pennsylvania
$80.5M +$9.81M +120,384 +14%
Aberdeen Group
124
Aberdeen Group
United Kingdom
$77M -$3.02M -37,026 -4%
Mitsubishi UFJ Trust & Banking
125
Mitsubishi UFJ Trust & Banking
Japan
$76.3M +$143K +1,756 +0.2%

MDT Hedge Fund Activity: Q1 2023 in Review

1,990 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q1 2023, worth a combined $88B — up 3.8% from $84.7B a quarter earlier.

Buyers outnumbered sellers: 186 funds opened new MDT positions and 119 closed out — a net gain of 67 holders — while 992 added to existing stakes and 620 trimmed.

The largest buyer was Ameriprise, adding an estimated $281M. The largest seller was BlackRock, cutting an estimated $375M.

  • 1,990 institutional investors held Medtronic (MDT) as of Q1 2023, up from 1,961 in Q4 2022.
  • Funds reported $88B of Medtronic stock for Q1 2023, up 3.8% quarter-over-quarter.
  • 186 funds opened new Medtronic positions in Q1 2023 and 119 closed out, a net change of +67 holders.
  • The largest Medtronic buyer in Q1 2023 was Ameriprise, an estimated $281M added.
  • The largest Medtronic seller in Q1 2023 was BlackRock, an estimated $375M sold.

Based on aggregated 13F filings for Q1 2023.