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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
LFA
1226
Legacy Financial Advisors
Kentucky
$669K +$84.4K +939 +13%
NW
1227
Naviter Wealth
Arkansas
$668K +$82K +912 +13%
TSS
1228
Two Sigma Securities
New York
$666K +$56.3K +626 +8%
PTC
1229
Private Trust Company
Ohio
$661K -$218K -2,431 -23%
MHS
1230
M Holdings Securities
Oregon
$661K +$44.1K +491 +6%
BWM
1231
Buckley Wealth Management
Nevada
$659K -$140K -1,559 -16%
SP
1232
Symmetry Partners
Connecticut
$657K -$197K -2,195 -21%
AF
1233
Affiance Financial
Minnesota
$654K +$8.9K +99 +1%
LNC
1234
Lincoln National Corp
Pennsylvania
$653K -$12.9K -144 -2%
EWA
1235
EverSource Wealth Advisors
Alabama
$652K -$56.8K -632 -7%
CIM
1236
CIM Investment Management
Pennsylvania
$646K
GCM
1237
Glaxis Capital Management
Florida
$646K
RC
1238
RBF Capital
California
$646K
AA
1239
Auxano Advisors
Washington
$641K +$264K +2,935 +59%
FCFC
1240
First Commonwealth Financial Corp
Pennsylvania
$639K +$9.53K +106 +1%
BFIC
1241
Bedell Frazier Investment Counselling
California
$638K +$710K +7,903 New
GITFIT
1242
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$638K -$359K -4,000 -34%
UWM
1243
USAdvisors Wealth Management
Minnesota
$634K +$44.9K +500 +7%
CBT
1244
Central Bank & Trust
Kentucky
$634K +$141K +1,573 +25%
GWM
1245
GDS Wealth Management
Texas
$633K -$175K -1,949 -20%
BL
1246
Balentine LLC
Georgia
$632K +$43.3K +482 +7%
LCM
1247
Lewis Capital Management
California
$629K -$12.4K -138 -2%
HCM
1248
Hollencrest Capital Management
California
$629K +$9.17K +102 +1%
MWPCG
1249
Measured Wealth Private Client Group
New Hampshire
$628K
PWMG
1250
Prestige Wealth Management Group
New Jersey
$628K +$57K +634 +9%

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.