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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
MWA
1276
Meridian Wealth Advisors
Texas
$583K -$17.8K -198 -3%
CTFG
1277
Capstone Triton Financial Group
Oklahoma
$583K +$36.1K +402 +6%
SIA
1278
Soltis Investment Advisors
Utah
$582K -$8.54K -95 -1%
JE
1279
JMAC Enterprises
Pennsylvania
$582K +$216K +2,400 +50%
JFGIW
1280
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$580K +$40.2K +447 +7%
CT
1281
Coastline Trust
Rhode Island
$576K -$69.6K -775 -10%
EWM
1282
Empirical Wealth Management
Washington
$573K -$293K -3,258 -31%
HWMA
1283
Heritage Wealth Management (Arizona)
Arizona
$573K -$53.6K -596 -8%
MMHP
1284
Murphy Middleton Hinkle & Parker
Georgia
$573K -$8.54K -95 -1%
ICG
1285
InterOcean Capital Group
Tennessee
$573K +$57.8K +643 +10%
WPA
1286
West Paces Advisors
Georgia
$572K +$5.48K +61 +0.9%
SOAMC
1287
Spirit of America Management Corp
New York
$571K
PWMAG
1288
Pinnacle Wealth Management Advisory Group
New Jersey
$571K +$78.5K +874 +14%
FMLI
1289
Fukoku Mutual Life Insurance
Japan
$570K -$41.3K -460 -6%
AIA
1290
Alera Investment Advisors
Illinois
$570K +$33.7K +375 +6%
JWCA
1291
J.W. Cole Advisors
Florida
$569K -$22.6K -252 -3%
OCM
1292
Orion Capital Management
California
$568K -$108K -1,200 -15%
FLI
1293
Family Legacy Inc
South Carolina
$568K
AAS
1294
Ameritas Advisory Services
Nebraska
$567K -$37K -412 -6%
LC
1295
LCNB Corp
Ohio
$564K +$28.1K +313 +5%
LWCFA
1296
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$562K -$48.7K -542 -7%
WCM
1297
Windsor Capital Management
Arizona
$562K -$11.9K -132 -2%
AIM
1298
Aspen Investment Management
Michigan
$560K -$16.9K -188 -3%
DDC
1299
DF Dent & Co
Maryland
$559K +$134K +1,491 +27%
KLCM
1300
KG&L Capital Management
Louisiana
$558K -$97.7K -1,087 -14%

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.