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Medtronic

1,930 hedge funds and large institutions have $87.7B invested in Medtronic in 2022 Q3 according to their latest regulatory filings, with 90 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%)

5% less funds holding

Funds holding: 2,0211,930 (-91)

8% less capital invested

Capital invested by funds: $95.6B → $87.7B (-$7.91B)

39% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 148

Holders
1,930
Holders Change
-91
Holders Change %
-4.5%
% of All Funds
33.25%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.57%
New
90
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
CL
1351
CPWM LLC
Washington
$507K -$6.74K -75 -1%
PIA
1352
Powell Investment Advisors
Florida
$506K +$159K +1,772 +40%
BBA
1353
BLB&B Advisors
Pennsylvania
$505K -$13.5K -150 -2%
LC
1354
Lindbrook Capital
California
$502K +$12.7K +141 +2%
WAP
1355
Wealthcare Advisory Partners
Pennsylvania
$502K +$208K +2,314 +59%
IFG
1356
Independent Financial Group
California
$499K +$169K +1,879 +44%
MA
1357
MONECO Advisors
Connecticut
$498K +$270 +3 +0%
MMPW
1358
Mitchell McLeod Pugh & Williams
Alabama
$496K +$35.8K +398 +7%
DWA
1359
Douglass Winthrop Advisors
New York
$495K -$15.4K -171 -3%
CAAS
1360
Capital Asset Advisory Services
Michigan
$493K -$209K -2,329 -28%
TWA
1361
TCI Wealth Advisors
Arizona
$493K +$27.2K +303 +5%
AC
1362
Avestar Capital
New York
$493K +$34K +378 +7%
B
1363
Bellecapital
Switzerland
$492K -$647K -7,200 -54%
TC
1364
Titleist Capital
Texas
$491K +$546K +6,079 New
KA
1365
Kovack Advisors
Florida
$490K -$9.08K -101 -2%
FNFDCM
1366
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$490K
MRCM
1367
M&R Capital Management
New Jersey
$489K -$84.7K -942 -13%
NC
1368
NinePointTwo Capital
California
$489K -$51.8K -576 -9%
WSTAM
1369
Wilbanks Smith & Thomas Asset Management
Virginia
$489K -$31.2K -347 -5%
IWMA
1370
Ironwood Wealth Management (Arizona)
Arizona
$489K
CWM
1371
Cornerstone Wealth Management
Missouri
$486K -$109K -1,208 -17%
GWM
1372
Geneos Wealth Management
Colorado
$485K -$275K -3,055 -34%
BTI
1373
Blue Trust Inc
Georgia
$484K +$91.1K +1,014 +23%
KLWA
1374
Kelly Lawrence W & Associates
California
$484K +$539K +6,000 New
RMAM
1375
Raab & Moskowitz Asset Management
New Jersey
$483K -$14.4K -160 -3%

MDT Hedge Fund Activity: Q3 2022 in Review

1,930 of the 5,805 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 90 opened new positions — a net loss of 58 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.

  • 1,930 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.
  • 90 funds opened new Medtronic positions in Q3 2022 and 148 closed out, a net change of -58 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.