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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
VWA
1251
V Wealth Advisors
Kansas
$624K -$405K -4,511 -37%
WI
1252
Wintrust Investments
Illinois
$623K -$63.1K -702 -8%
PMA
1253
Prudent Man Advisors
Illinois
$619K +$28.2K +314 +4%
TFS
1254
TrustCore Financial Services
Tennessee
$615K -$11.7K -130 -2%
WANY
1255
Wealthspire Advisors (New York)
New York
$614K +$422K +4,692 +161%
EAM
1256
Empirical Asset Management
Massachusetts
$613K +$82K +912 +14%
NB
1257
Northwest Bancshares
Pennsylvania
$612K
HCM
1258
Hodges Capital Management
Texas
$611K -$870K -9,683 -56%
ABLA
1259
Alan B. Lancz & Associates
Ohio
$610K
PWS
1260
Peterson Wealth Services
Utah
$607K +$215K +2,396 +47%
PCS
1261
Personal CFO Solutions
New Jersey
$604K +$59K +657 +10%
CPIA
1262
Cornell Pochily Investment Advisors
New York
$601K +$2.7K +30 +0.4%
PP
1263
PrairieView Partners
Minnesota
$600K -$51.7K -575 -7%
KFP
1264
KB Financial Partners
New Jersey
$600K +$102K +1,130 +18%
CJL
1265
Cyrus J. Lawrence
New York
$599K -$5.39K -60 -0.8%
LSV Asset Management
1266
LSV Asset Management
Illinois
$598K
NFG
1267
Nations Financial Group
Iowa
$595K +$19.8K +220 +3%
ACM
1268
Alethea Capital Management
Washington
$593K +$346K +3,845 +110%
IB
1269
Intrust Bank
Kansas
$591K -$24.2K -269 -4%
RI
1270
Ridgewood Investments
New Jersey
$590K +$67.5K +751 +11%
RIA
1271
Richwood Investment Advisors
Ohio
$585K -$8.99K -100 -1%
VAM
1272
Vontobel Asset Management
New York
$585K -$4.67K -52 -0.7%
LP
1273
LGL Partners
Pennsylvania
$585K +$234K +2,603 +56%
HCM
1274
Hillman Capital Management
Maryland
$584K +$38.8K +432 +6%
JWBC
1275
J.W. Burns & Co
New York
$583K -$29.8K -332 -4%

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.