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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
IWA
1401
IVC Wealth Advisors
Pennsylvania
$449K +$14.9K +166 +3%
CFA
1402
Cahill Financial Advisors
Minnesota
$447K +$6.38K +71 +1%
TNA
1403
True North Advisors
Texas
$446K -$105K -1,164 -17%
FFA
1404
Fi3 Financial Advisors
Indiana
$445K +$8.36K +93 +2%
AIM
1405
Athena Investment Management
California
$443K
PCP
1406
Proficio Capital Partners
Massachusetts
$441K -$110K -1,225 -18%
FCAG
1407
First Capital Advisors Group
New Jersey
$441K -$61.3K -682 -11%
WHC
1408
Wulff, Hansen & Co
California
$441K +$8.99K +100 +2%
FRM
1409
Fox Run Management
Connecticut
$440K +$490K +5,451 New
PWM
1410
Perigon Wealth Management
California
$439K +$21K +234 +5%
WEG
1411
World Equity Group
Illinois
$437K -$2.34K -26 -0.5%
TT
1412
TI-Trust
Illinois
$437K
NSIM
1413
North Star Investment Management
Illinois
$432K
SAM
1414
Security Asset Management
New York
$431K -$151K -1,675 -24%
FIB
1415
First Interstate Bank
Montana
$429K +$57.1K +635 +14%
IC
1416
Inverness Counsel
New York
$428K +$40.3K +448 +9%
RCA
1417
Resonant Capital Advisors
Wisconsin
$428K +$67.8K +755 +17%
FNBOSM
1418
First National Bank of South Miami
Florida
$427K -$12.7K -141 -3%
WP
1419
WealthSource Partners
California
$426K -$153K -1,702 -24%
CA
1420
Continuum Advisory
Idaho
$426K +$22.6K +252 +5%
T
1421
TCWP
Ohio
$425K +$34.2K +381 +8%
FAFN
1422
First Affirmative Financial Network
Colorado
$424K +$9.71K +108 +2%
RIA
1423
Realta Investment Advisors
Delaware
$423K +$20.8K +232 +5%
CCM
1424
Chiron Capital Management
Florida
$420K +$467K +5,200 New
SIA
1425
Schechter Investment Advisors
Michigan
$419K +$247K +2,749 +113%

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.