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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
DU
1301
Delphia (USA)
Ontario, Canada
$557K -$112K -1,243 -15%
ADIM
1302
Alpha DNA Investment Management
Maryland
$556K +$619K +6,890 New
AIC
1303
Archer Investment Corporation
Indiana
$555K
MFA
1304
Mayflower Financial Advisors
Massachusetts
$553K +$53.6K +596 +10%
CCM
1305
Chilton Capital Management
Texas
$552K +$47.7K +531 +8%
CA
1306
Claro Advisors
Massachusetts
$549K
CT
1307
Colonial Trust
South Carolina
$549K +$611K +6,804 New
BMCM
1308
Bryn Mawr Capital Management
Pennsylvania
$548K -$955K -10,628 -61%
KOC
1309
Koss-Olinger Consulting
Florida
$548K +$610K +6,789 New
CC
1310
Corton Capital
Ontario, Canada
$547K +$46.5K +517 +8%
VFPI
1311
Vantage Financial Partners (Illinois)
Illinois
$545K -$80.9K -900 -12%
PFBT
1312
Parkside Financial Bank & Trust
Missouri
$545K +$60.2K +670 +11%
SAM
1313
Simplify Asset Management
Nevada
$545K +$189K +2,100 +45%
BBA
1314
Baader Bank Aktiengesellschaft
Germany
$541K +$270K +3,000 +81%
MWM
1315
Mission Wealth Management
California
$537K -$6.56K -73 -1%
CCA
1316
Cobblestone Capital Advisors
New York
$537K +$4.04K +45 +0.7%
SW
1317
SlateStone Wealth
Florida
$536K +$18K +200 +3%
PHS
1318
Pekin Hardy Strauss
Illinois
$535K +$31K +345 +5%
EFSCE
1319
Enterprise Financial Services Corp (EFSC)
Missouri
$534K +$13.9K +155 +2%
BWM
1320
Biltmore Wealth Management
Arizona
$534K +$118K +1,310 +25%
MCC
1321
Malaga Cove Capital
California
$532K +$212K +2,358 +56%
PP
1322
Patten & Patten
Tennessee
$530K +$57.6K +641 +11%
EBSAM
1323
Eubel Brady & Suttman Asset Management
Ohio
$530K +$315K +3,509 +115%
LKIM
1324
Lawson Kroeker Investment Management
Nebraska
$529K
GL
1325
Graypoint LLC
New York
$528K +$152K +1,691 +35%

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.