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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
CWM
1401
Cornerstone Wealth Management
Missouri
$646K +$20.2K +191 +3%
AC
1402
Avestar Capital
New York
$640K -$12.5K -118 -2%
AA
1403
Argent Advisors
Louisiana
$640K +$609K +5,764 New
FNFDCM
1404
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$638K +$40.7K +385 +7%
CT
1405
Caldwell Trust
Florida
$631K +$13.1K +124 +2%
HWAM
1406
Hennion & Walsh Asset Management
New Jersey
$631K +$248K +2,344 +70%
PCA
1407
Peddock Capital Advisors
Massachusetts
$630K +$600K +5,678 New
DDC
1408
DF Dent & Co
Maryland
$622K +$229K +2,168 +63%
FAFN
1409
First Affirmative Financial Network
Colorado
$619K +$54.6K +517 +10%
WEG
1410
World Equity Group
Illinois
$611K +$582K +5,508 New
PP
1411
Patten & Patten
Tennessee
$611K +$12.9K +122 +2%
AIM
1412
Athena Investment Management
California
$610K +$580K +5,488 New
NF
1413
Nvest Financial
New Hampshire
$610K +$581K +5,497 New
TT
1414
TI-Trust
Illinois
$609K -$256K -2,420 -31%
AWM
1415
Aevitas Wealth Management
Massachusetts
$609K +$12.7K +120 +2%
CFA
1416
Cahill Financial Advisors
Minnesota
$608K +$24.3K +230 +4%
WSTAM
1417
Wilbanks Smith & Thomas Asset Management
Virginia
$608K +$263K +2,492 +73%
GTCM
1418
Gyon Technologies Capital Management
New Jersey
$606K +$577K +5,460 New
FNBOSM
1419
First National Bank of South Miami
Florida
$603K -$1.37K -13 -0.2%
NSAM
1420
North Star Asset Management
Wisconsin
$603K +$5.6K +53 +1%
CSPIA
1421
Cary Street Partners Investment Advisory
Virginia
$601K +$62.5K +592 +12%
CCA
1422
Catalyst Capital Advisors
New York
$601K +$572K +5,413 New
EWM
1423
Evermay Wealth Management
Virginia
$597K +$18.5K +175 +3%
BWM
1424
Biltmore Wealth Management
Arizona
$596K +$3.59K +34 +0.6%
WHC
1425
Wulff, Hansen & Co
California
$595K -$7.92K -75 -1%

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.