We are live on ! Find out more
MDT icon

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
RP
1526
Rowlandmiller & Partners
Georgia
$328K
FWA
1527
FSM Wealth Advisors
Ohio
$326K +$59.5K +662 +20%
PFSC
1528
Peoples Financial Services Corp
Pennsylvania
$325K
TFO
1529
Tarbox Family Office
California
$325K
CPA
1530
Court Place Advisors
Maryland
$324K -$12.9K -143 -3%
ICP
1531
Interchange Capital Partners
Pennsylvania
$324K +$2.07K +23 +0.6%
PCMF
1532
Private Capital Management (Florida)
Florida
$323K +$359K +4,000 New
WPI
1533
Walter Public Investments
Canada
$323K +$359K +4,000 New
9WM
1534
9258 Wealth Management
Ohio
$322K -$67K -745 -16%
AWAP
1535
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$321K -$8.72K -97 -2%
SWM
1536
Salvus Wealth Management
New Jersey
$321K +$3.6K +40 +1%
EWA
1537
Exencial Wealth Advisors
Oklahoma
$321K +$26K +289 +8%
SWM
1538
Silverlake Wealth Management
Vermont
$321K +$1.26K +14 +0.4%
TAIM
1539
TD Ameritrade Investment Management
Nebraska
$320K +$24.4K +271 +7%
CWM
1540
Curi Wealth Management
North Carolina
$319K +$336K +3,738 +1,780%
CBFP
1541
Cedar Brook Financial Partners
Ohio
$319K +$28.1K +313 +9%
AWM
1542
Accurate Wealth Management
Florida
$318K +$134K +1,494 +63%
SC
1543
Saiph Capital
New Jersey
$316K +$6.02K +67 +2%
MSFP
1544
Mark Sheptoff Financial Planning
Connecticut
$315K -$101K -1,128 -22%
BIA
1545
Benchmark Investment Advisors
Illinois
$312K -$308K -3,428 -47%
CAM
1546
Cidel Asset Management
Ontario, Canada
$312K -$28.9K -322 -8%
JWM
1547
Janiczek Wealth Management
Colorado
$311K +$64K +712 +23%
EWA
1548
ERTS Wealth Advisors
Michigan
$310K +$138K +1,535 +67%
LGA
1549
Lebenthal Global Advisors
New York
$308K -$5.75K -64 -2%
SIC
1550
Samalin Investment Counsel
New York
$308K +$449 +5 +0.1%

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.