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Medtronic

2,102 hedge funds and large institutions have $165B invested in Medtronic in 2022 Q1 according to their latest regulatory filings, with 205 funds opening new positions, 1,007 increasing their positions, 673 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $971M | Put options by funds: $622M

52% more first-time investments, than exits

New positions opened: 205 | Existing positions closed: 135

50% more repeat investments, than reductions

Existing positions increased: 1,007 | Existing positions reduced: 673

48% more capital invested

Capital invested by funds: $112B → $165B (+$53.2B)

8% more funds holding in top 10

Funds holding in top 10: 3639 (+3)

2% more funds holding

Funds holding: 2,0602,102 (+42)

0.24% more ownership

Funds ownership: 80.5%80.74% (+0.24%)

Holders
2,102
Holders Change
+42
Holders Change %
+2.04%
% of All Funds
33.15%
Holding in Top 10
39
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.33%
% of All Funds
0.62%
New
205
Increased
1,007
Reduced
673
Closed
135
Calls
$971M
Puts
$622M
Net Calls
+$349M
Net Calls Change
+$324M
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
1301
IHT Wealth Management
Illinois
$807K +$114K +1,078 +17%
AOWM
1302
Alpha Omega Wealth Management
Virginia
$805K -$9.93K -94 -1%
WMS
1303
Wealth Management Solutions
Pennsylvania
$801K -$210K -1,992 -22%
MMHP
1304
Murphy Middleton Hinkle & Parker
Georgia
$798K
FIA
1305
Foundations Investment Advisors
Arizona
$797K +$17.2K +163 +2%
APP
1306
Avantax Planning Partners
Iowa
$796K -$13.2K -125 -2%
CPIA
1307
Cornell Pochily Investment Advisors
New York
$796K +$27.5K +260 +4%
WCM
1308
Windsor Capital Management
Arizona
$795K +$34.5K +327 +5%
BCP
1309
Berkeley Capital Partners
Georgia
$793K +$435K +4,115 +136%
DWA
1310
Douglass Winthrop Advisors
New York
$792K -$61.4K -581 -8%
AIM
1311
Aspen Investment Management
Michigan
$790K -$52.6K -498 -7%
SCI
1312
Stableford Capital II
Arizona
$788K +$1.58K +15 +0.2%
PWP
1313
Principle Wealth Partners
Connecticut
$786K +$239K +2,260 +47%
SOAMC
1314
Spirit of America Management Corp
New York
$784K
BIA
1315
Bigelow Investment Advisors
Maine
$783K +$23.9K +226 +3%
MPPLM
1316
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$781K -$3.17K -30 -0.4%
FLI
1317
Family Legacy Inc
South Carolina
$780K +$6.55K +62 +0.9%
WPA
1318
West Paces Advisors
Georgia
$780K +$42.6K +403 +6%
PCP
1319
Proficio Capital Partners
Massachusetts
$779K +$118K +1,121 +19%
SAM
1320
Security Asset Management
New York
$779K +$134K +1,270 +22%
PWMG
1321
Prestige Wealth Management Group
New Jersey
$777K +$324K +3,071 +78%
PFG
1322
PAX Financial Group
Texas
$775K +$8.87K +84 +1%
OA
1323
Oxbow Advisors
Texas
$775K +$10.6K +100 +1%
LC
1324
Lindbrook Capital
California
$772K -$70.3K -665 -9%
AWA
1325
Amplius Wealth Advisors
Pennsylvania
$771K +$350K +3,316 +91%

MDT Hedge Fund Activity: Q1 2022 in Review

2,102 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q1 2022, worth a combined $165B — up 48% from $112B a quarter earlier.

Buyers outnumbered sellers: 205 funds opened new MDT positions and 135 closed out — a net gain of 70 holders — while 1,007 added to existing stakes and 673 trimmed.

The largest buyer was Vanguard Group, adding an estimated $782M. The largest seller was T. Rowe Price Associates, cutting an estimated $708M.

  • 2,102 institutional investors held Medtronic (MDT) as of Q1 2022, up from 2,060 in Q4 2021.
  • Funds reported $165B of Medtronic stock for Q1 2022, up 48% quarter-over-quarter.
  • 205 funds opened new Medtronic positions in Q1 2022 and 135 closed out, a net change of +70 holders.
  • The largest Medtronic buyer in Q1 2022 was Vanguard Group, an estimated $782M added.
  • The largest Medtronic seller in Q1 2022 was T. Rowe Price Associates, an estimated $708M sold.

Based on aggregated 13F filings for Q1 2022.