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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
SFM
1526
Signet Financial Management
New Jersey
$428K -$116K -1,003 -20%
CWP
1527
Curated Wealth Partners
California
$427K -$39.3K -339 -8%
KJHP
1528
K.J. Harrison & Partners
Ontario, Canada
$425K +$475K +4,100 New
BW
1529
Bison Wealth
Georgia
$422K -$110K -949 -19%
CBFP
1530
Cedar Brook Financial Partners
Ohio
$422K +$134K +1,154 +39%
TAIM
1531
TD Ameritrade Investment Management
Nebraska
$422K +$339K +2,924 +252%
CCM
1532
CAAS Capital Management
New York
$422K +$473K +4,083 New
EFM
1533
E Fund Management
China
$421K +$14.5K +125 +3%
LWM
1534
Laidlaw Wealth Management
New York
$420K -$339K -2,926 -42%
RP
1535
Riverbridge Partners
Minnesota
$420K -$232K -2,005 -33%
FCFC
1536
First Citizens Financial Corp
Iowa
$420K -$7.29K -63 -2%
CAM
1537
CenterStar Asset Management
Illinois
$417K
CS
1538
Capital Square
Tennessee
$416K -$39.6K -342 -8%
SC
1539
Saiph Capital
New Jersey
$416K +$465K +4,019 New
NFG
1540
Nations Financial Group
Iowa
$415K +$128K +1,107 +38%
HPWM
1541
Highland Private Wealth Management
Washington
$413K -$38.6K -333 -8%
TW
1542
Transform Wealth
Colorado
$413K -$35K -302 -7%
GA
1543
Geller Advisors
New York
$413K +$579 +5 +0.1%
JWCA
1544
J.W. Coons Advisors
Ohio
$410K -$361K -3,119 -44%
PWLP
1545
Prio Wealth Limited Partnership
Massachusetts
$410K -$11.9K -103 -3%
PWMG
1546
Prestige Wealth Management Group
New Jersey
$407K -$175K -1,508 -28%
AWM
1547
Aries Wealth Management
Maine
$407K -$1.62K -14 -0.4%
SG
1548
StoneX Group
New York
$407K +$46K +397 +11%
WTA
1549
Washington Trust Advisors
Massachusetts
$404K +$452K +3,904 New
AIP
1550
Almanack Investment Partners
Pennsylvania
$403K +$5.79K +50 +1%

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.