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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
FPWM
1476
FSB Premier Wealth Management
Iowa
$373K -$67.9K -756 -14%
PJSIMP
1477
P.J. Schmidt Investment Management (PJS)
Wisconsin
$372K +$4.49K +50 +1%
MCWA
1478
Meadow Creek Wealth Advisors
Georgia
$372K +$7.64K +85 +2%
TIA
1479
Tiemann Investment Advisors
California
$370K -$4.49K -50 -1%
IIM
1480
Ipswich Investment Management
Massachusetts
$370K -$3.69K -41 -0.9%
MC
1481
Middleton & Co
Massachusetts
$368K -$74.1K -825 -15%
AWM
1482
Aries Wealth Management
Maine
$368K +$18.2K +203 +5%
EH
1483
Equitable Holdings
New York
$368K +$82.2K +915 +25%
SC
1484
SRB Corp
Massachusetts
$368K +$409K +4,550 New
MIC
1485
Meridian Investment Counsel
California
$366K +$2.25K +25 +0.6%
EP
1486
Edgestream Partners
New Jersey
$365K -$426K -4,741 -51%
NJBEST
1487
New Jersey Better Educational Savings Trust
New Jersey
$364K
SWM
1488
Segment Wealth Management
Texas
$362K -$10.2K -113 -2%
RP
1489
Riverwater Partners
Wisconsin
$362K +$90 +1 +0%
CHA
1490
Carmichael Hill & Associates
Maryland
$361K
MCM
1491
Maple Capital Management
Vermont
$360K -$8.41M -93,562 -96%
CWS
1492
Cypress Wealth Services
California
$359K +$8.63K +96 +2%
CP
1493
Covenant Partners
Tennessee
$359K +$89.2K +993 +29%
ACIM
1494
Azimuth Capital Investment Management
Michigan
$357K
ITIM
1495
Indiana Trust & Investment Management
Indiana
$354K
IMOV
1496
Investment Management of Virginia
Virginia
$352K -$2.76M -30,724 -88%
CL
1497
Choreo LLC
Illinois
$352K -$72.6K -808 -16%
SB
1498
Simmons Bank
Arkansas
$351K +$24.8K +276 +7%
GC
1499
Gratus Capital
Georgia
$351K +$52K +579 +15%
PIM
1500
Profit Investment Management
Maryland
$349K -$29.5K -328 -7%

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.