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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
CPIG
1551
Chicago Partners Investment Group
Illinois
$307K +$17.8K +198 +6%
BG
1552
Bollard Group
Massachusetts
$305K +$2.43K +27 +0.7%
MIAS
1553
Mason Investment Advisory Services
Virginia
$304K +$22.5K +250 +7%
CA
1554
Cornerstone Advisory
Maryland
$304K +$81K +901 +32%
FCFC
1555
First Citizens Financial Corp
Iowa
$302K -$29.2K -325 -8%
SSW
1556
Smith Shellnut Wilson
Mississippi
$300K -$40.3K -448 -11%
SFP
1557
Shepherd Financial Partners
Massachusetts
$297K +$105K +1,168 +47%
BS
1558
Bessemer Securities
New York
$296K -$108K -1,200 -25%
1W
1559
1776 Wealth
Georgia
$295K
LOPW
1560
Live Oak Private Wealth
North Carolina
$294K -$1.65M -18,391 -83%
ACP
1561
Aviance Capital Partners
Florida
$294K
VI
1562
Versor Investments
New York
$291K -$1.12M -12,500 -78%
WFS
1563
Widmann Financial Services
Maryland
$291K
BFA
1564
BMS Financial Advisors
South Dakota
$289K -$7.64K -85 -2%
TFCP
1565
Twin Focus Capital Partners
Massachusetts
$289K +$11.6K +129 +4%
OC
1566
Oakworth Capital
Alabama
$286K -$8.99K -100 -3%
RMC
1567
Resources Management Corp
Connecticut
$285K -$86.4K -961 -21%
FCA
1568
FLC Capital Advisors
California
$285K +$317K +3,531 New
CW
1569
CreativeOne Wealth
Kansas
$284K -$4.4K -49 -1%
JIP
1570
Jaffetilchin Investment Partners
Florida
$284K +$316K +3,519 New
HC
1571
Hendley & Co
Ohio
$283K
NHC
1572
Nicholas Hoffman & Company
Georgia
$283K +$10.4K +116 +3%
AA
1573
Alta Advisers
United Kingdom
$283K +$315K +3,500 New
RWA
1574
Ropes Wealth Advisors
Massachusetts
$281K +$4.67K +52 +2%
AMG
1575
Advisors Management Group
Wisconsin
$280K -$17.2K -191 -5%

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.