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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
CF
1451
Centaurus Financial
California
$398K -$13K -145 -3%
CA
1452
Crumly & Associates
Illinois
$396K +$19K +211 +4%
BWAM
1453
Boyd Watterson Asset Management
Ohio
$395K +$5.84K +65 +1%
BCA
1454
Bay Colony Advisors
Massachusetts
$395K +$99.9K +1,112 +29%
RIM
1455
Regent Investment Management
Kentucky
$395K +$135K +1,500 +44%
BFA
1456
Beacon Financial Advisory
Ohio
$394K -$8.45K -94 -2%
GDP
1457
Great Diamond Partners
Maine
$394K -$3.23K -36 -0.7%
VCM
1458
Vigilant Capital Management
Maine
$394K +$17.9K +199 +4%
CT
1459
Caldwell Trust
Florida
$393K -$51.9K -578 -11%
SFM
1460
Signet Financial Management
New Jersey
$393K +$15.9K +177 +4%
VAM
1461
Verity Asset Management
North Carolina
$393K +$437K +4,866 New
SMH
1462
Sanders Morris Harris
Texas
$392K
TWI
1463
Thomas White International
Illinois
$392K
CFA
1464
Compass Financial Advisors
Indiana
$391K -$7.01K -78 -2%
NL
1465
NWAM LLC
Washington
$388K -$157K -1,746 -27%
HCM
1466
Hall Capital Management
Rhode Island
$388K -$75K -834 -15%
HPWM
1467
Highland Private Wealth Management
Washington
$387K +$109K +1,217 +34%
JWM
1468
Jeppson Wealth Management
California
$385K -$267K -2,973 -38%
KP
1469
Keel Point
Alabama
$385K -$2.43K -27 -0.6%
HI
1470
Harbour Investments
Wisconsin
$381K
KTC
1471
Kistler-Tiffany Companies
Pennsylvania
$379K -$1.89K -21 -0.4%
WMSA
1472
Weiss Multi-Strategy Advisers
New York
$378K +$421K +4,680 New
EP
1473
Eudaimonia Partners
Tennessee
$376K -$273K -3,039 -40%
MCM
1474
Manchester Capital Management
Vermont
$376K -$177K -1,966 -30%
FPB
1475
First PREMIER Bank
South Dakota
$374K

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.