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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
KFP
1551
KMG Fiduciary Partners
Ohio
$403K +$10.5K +91 +2%
CCG
1552
Cypress Capital Group
Florida
$403K +$42.4K +366 +10%
LL
1553
LPWM LLC
Minnesota
$400K +$5.44K +47 +1%
ICP
1554
Interchange Capital Partners
Pennsylvania
$400K +$448K +3,868 New
SB
1555
Simmons Bank
Arkansas
$398K -$3.24K -28 -0.7%
BOPW
1556
Brandywine Oak Private Wealth
Pennsylvania
$396K -$194K -1,672 -30%
SC
1557
Searle & Co
Connecticut
$395K
GIA
1558
Guyasuta Investment Advisors
Pennsylvania
$394K -$275K -2,372 -38%
HAM
1559
Hedges Asset Management
Nevada
$393K +$440K +3,800 New
WAP
1560
Wealthcare Advisory Partners
Pennsylvania
$389K -$77.7K -671 -15%
ACS
1561
Archford Capital Strategies
Illinois
$389K -$29.9K -258 -6%
SIMM
1562
Stillwater Investment Management (Minnesota)
Minnesota
$389K
FC
1563
Fulcrum Capital
Washington
$386K
PLFAM
1564
Pineno Levin & Ford Asset Management
Virginia
$385K
JA
1565
JVL Associates
Michigan
$384K +$2.55K +22 +0.6%
1W
1566
1776 Wealth
Georgia
$383K -$10.1K -87 -2%
CA
1567
Crumly & Associates
Illinois
$382K -$63.7K -550 -13%
GBT
1568
Grove Bank & Trust
Florida
$382K
CCM
1569
Carlson Capital Management
Minnesota
$381K -$25.4K -219 -6%
CW
1570
CreativeOne Wealth
Kansas
$380K -$44.7K -386 -10%
ACP
1571
Aviance Capital Partners
Florida
$379K -$2.66K -23 -0.6%
HC
1572
Hendley & Co
Ohio
$378K -$98.4K -850 -19%
CL
1573
Choreo LLC
Illinois
$378K +$21.2K +183 +5%
WFS
1574
Widmann Financial Services
Maryland
$378K +$424K +3,662 New
AWA
1575
Amplius Wealth Advisors
Pennsylvania
$376K +$422K +3,640 New

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.