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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
SC
1501
Savant Capital
Illinois
$348K -$68K -757 -15%
IIM
1502
InTrack Investment Management
Vermont
$348K +$77.3K +860 +25%
AT
1503
Arden Trust
Delaware
$346K +$14K +156 +4%
GIA
1504
Guyasuta Investment Advisors
Pennsylvania
$345K +$29.2K +325 +8%
KWM
1505
Keebeck Wealth Management
Illinois
$344K
KFP
1506
KMG Fiduciary Partners
Ohio
$344K +$33K +367 +9%
BAM
1507
Blueshift Asset Management
New Jersey
$344K +$383K +4,262 New
TLCM
1508
Twin Lakes Capital Management
California
$342K +$989 +11 +0.3%
FWCM
1509
Ferguson Wellman Capital Management
Oregon
$341K -$87.3K -971 -19%
AW
1510
ACG Wealth
Georgia
$340K +$8.63K +96 +2%
QPW
1511
Quantum Private Wealth
Florida
$336K -$8.99K -100 -2%
WF
1512
WoodTrust Financial
Wisconsin
$334K -$439K -4,884 -54%
AC
1513
ASB Consultores
Florida
$334K -$132K -1,473 -26%
PBO
1514
Peoples Bank (Ohio)
Ohio
$334K +$25.2K +280 +7%
BOPW
1515
Brandywine Oak Private Wealth
Pennsylvania
$333K -$60.8K -676 -14%
ECG
1516
Edge Capital Group
Georgia
$332K -$3.48M -38,766 -90%
EFM
1517
E Fund Management
China
$332K +$34.1K +379 +10%
WPC
1518
Wedmont Private Capital
Pennsylvania
$332K +$370K +4,115 New
DCM
1519
Dupont Capital Management
Delaware
$331K -$917K -10,200 -71%
HAM
1520
Hedges Asset Management
Nevada
$331K
BWG
1521
Beta Wealth Group
California
$331K +$18K +200 +5%
FPAS
1522
Focus Partners Advisor Solutions
Missouri
$331K +$368K +4,098 New
PPWM
1523
Paragon Private Wealth Management
Kentucky
$329K +$350K +3,897 New
PWLP
1524
Prio Wealth Limited Partnership
Massachusetts
$329K +$23.6K +263 +7%
RP
1525
Riverbridge Partners
Minnesota
$328K

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.