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Medtronic

2,059 hedge funds and large institutions have $112B invested in Medtronic in 2021 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 856 increasing their positions, 739 reducing their positions, and 196 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 264 | Existing positions closed: 196

16% more repeat investments, than reductions

Existing positions increased: 856 | Existing positions reduced: 739

2% more funds holding

Funds holding: 2,0232,059 (+36)

3% more call options, than puts

Call options by funds: $1B | Put options by funds: $978M

0.22% more ownership

Funds ownership: 80.28%80.5% (+0.22%)

35% less funds holding in top 10

Funds holding in top 10: 5536 (-19)

38% less capital invested

Capital invested by funds: $180B → $112B (-$68.1B)

Holders
2,059
Holders Change
+36
Holders Change %
+1.78%
% of All Funds
31.69%
Holding in Top 10
36
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-34.55%
% of All Funds
0.55%
New
264
Increased
856
Reduced
739
Closed
196
Calls
$1B
Puts
$978M
Net Calls
+$25M
Net Calls Change
-$52M
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
126
Bessemer Group
New Jersey
$95.2M +$1.71M +14,732 +2%
VOYA Investment Management
127
VOYA Investment Management
Georgia
$91.8M -$92M -794,139 -47%
Mitsubishi UFJ Trust & Banking
128
Mitsubishi UFJ Trust & Banking
Japan
$91.2M -$2.1M -18,135 -2%
SEI Investments
129
SEI Investments
Pennsylvania
$89.4M +$5.63M +48,602 +6%
Chevy Chase Trust
130
Chevy Chase Trust
Maryland
$83.7M -$1.99M -17,153 -2%
CIM
131
CCLA Investment Management
United Kingdom
$83.5M +$8.45M +73,012 +10%
CIC
132
Crawford Investment Counsel
Georgia
$83.3M +$5.81M +50,206 +7%
State of New Jersey Common Pension Fund D
133
State of New Jersey Common Pension Fund D
New Jersey
$81.4M -$848K -7,325 -0.9%
FWIA
134
Fort Washington Investment Advisors
Ohio
$80.4M +$18.8M +161,931 +26%
Baird Financial Group
135
Baird Financial Group
Wisconsin
$80.1M -$5.72M -49,387 -6%
SAM
136
Storebrand Asset Management
Norway
$79.3M -$860K -7,430 -1%
PAMS
137
Pictet Asset Management (Switzerland)
Switzerland
$79.2M +$752K +6,494 +0.9%
Victory Capital Management
138
Victory Capital Management
Texas
$78.1M +$1.58M +13,641 +2%
CIBC Asset Management
139
CIBC Asset Management
Ontario, Canada
$77.8M +$32.1M +276,812 +58%
Natixis Advisors
140
Natixis Advisors
Massachusetts
$76.9M -$14.4M -124,493 -14%
Mitsubishi UFJ Asset Management
141
Mitsubishi UFJ Asset Management
Japan
$76M +$9.9M +85,474 +14%
BPC
142
Banque Pictet & Cie
Switzerland
$74.2M +$5.89M +50,879 +8%
Nomura Asset Management
143
Nomura Asset Management
Japan
$74.1M -$7.72M -66,642 -9%
AC
144
Armistice Capital
New York
$73.7M +$30.3M +262,000 +58%
PI
145
PGGM Investments
Netherlands
$71.8M +$2.82M +24,369 +4%
First Trust Advisors
146
First Trust Advisors
Illinois
$70.9M +$9.88M +85,337 +14%
Qube Research & Technologies (QRT)
147
Qube Research & Technologies (QRT)
United Kingdom
$70.5M +$58.5M +505,059 +287%
Robeco Institutional Asset Management
148
Robeco Institutional Asset Management
Netherlands
$69.4M -$5.26M -45,425 -6%
PF
149
Phoenix Financial
Israel
$69.3M +$24.9M +214,734 +48%
BG
150
Bellevue Group
Switzerland
$69M +$38M +328,283 +97%

MDT Hedge Fund Activity: Q4 2021 in Review

2,059 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q4 2021, worth a combined $112B — down 38% from $180B a quarter earlier.

Buyers outnumbered sellers: 264 funds opened new MDT positions and 196 closed out — a net gain of 68 holders — while 856 added to existing stakes and 739 trimmed.

The largest buyer was Franklin Resources, adding an estimated $603M. The largest seller was DZ Bank, cutting an estimated $632M.

  • 2,059 institutional investors held Medtronic (MDT) as of Q4 2021, up from 2,023 in Q3 2021.
  • Funds reported $112B of Medtronic stock for Q4 2021, down 38% quarter-over-quarter.
  • 264 funds opened new Medtronic positions in Q4 2021 and 196 closed out, a net change of +68 holders.
  • The largest Medtronic buyer in Q4 2021 was Franklin Resources, an estimated $603M added.
  • The largest Medtronic seller in Q4 2021 was DZ Bank, an estimated $632M sold.

Based on aggregated 13F filings for Q4 2021.