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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
PCM
1376
Pointe Capital Management
Michigan
$483K +$3.15K +35 +0.6%
FCCM
1377
First City Capital Management
Georgia
$482K
S
1378
swisspartners
Liechtenstein
$482K
MFG
1379
Merit Financial Group
Georgia
$480K -$581K -6,460 -52%
TFA
1380
Transamerica Financial Advisors
Florida
$479K +$20.9K +233 +4%
PIMG
1381
Patriot Investment Management Group
Tennessee
$478K -$76.6K -852 -13%
BWP
1382
BSW Wealth Partners
Colorado
$476K -$93K -1,035 -15%
WAM
1383
Weatherly Asset Management
California
$474K -$33.1K -368 -6%
AG
1384
Ascent Group
Virginia
$473K +$105K +1,166 +27%
CPWA
1385
Cerro Pacific Wealth Advisors
California
$472K +$9.44K +105 +2%
BFS
1386
Bard Financial Services
Connecticut
$472K +$139K +1,550 +36%
V
1387
VeraBank
Texas
$470K -$6.47K -72 -1%
MSS
1388
Mitchell Sinkler & Starr
Pennsylvania
$469K +$96.2K +1,070 +23%
5L
1389
55I LLC
Massachusetts
$469K +$303K +3,370 +138%
LIM
1390
Leavell Investment Management
Alabama
$467K +$88.4K +984 +21%
BDFN
1391
Bond & Devick Financial Network
Minnesota
$464K -$53.9K -600 -9%
CBOR
1392
Community Bank of Raymore
Missouri
$461K +$270K +3,000 +110%
RCWM
1393
Royal Capital Wealth Management
Indiana
$460K
CB
1394
Cadence Bank
Mississippi
$460K +$513K +5,705 New
ST
1395
Smithfield Trust
Pennsylvania
$458K +$6.02K +67 +1%
Q
1396
QVR
California
$457K +$185K +2,063 +57%
SC
1397
SouthState Corp
Florida
$454K -$17.7K -197 -3%
WDC
1398
Woodward Diversified Capital
California
$453K -$13.9K -155 -3%
WMS
1399
Wealth Management Solutions
Pennsylvania
$451K -$33.8K -376 -6%
MWM
1400
Meridian Wealth Management
Kentucky
$451K -$18.6K -207 -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.