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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
LSA
1576
Lion Street Advisors
Texas
$375K -$3.94K -34 -0.9%
EAM
1577
Empirical Asset Management
Massachusetts
$374K +$419K +3,619 New
ONB
1578
Old National Bancorp
Indiana
$373K -$1.97K -17 -0.5%
CWP
1579
CFM Wealth Partners
Texas
$369K -$53.3K -460 -12%
CAL
1580
Capital Advisors Ltd
Ohio
$369K +$22.9K +198 +6%
ALAM
1581
Asahi Life Asset Management
Japan
$369K +$296K +2,560 +253%
CPA
1582
Capital Planning Advisors
California
$366K -$22K -190 -5%
JGIA
1583
Jackson Grant Investment Advisers
Connecticut
$365K -$77K -665 -16%
IFG
1584
Independent Financial Group
California
$365K -$420K -3,625 -51%
TSW
1585
Thompson Siegel & Walmsley
Virginia
$364K
TSWM
1586
Tyler-Stone Wealth Management
Ohio
$363K +$406K +3,508 New
ACM
1587
Alethea Capital Management
Washington
$362K
RPWA
1588
Regent Peak Wealth Advisors
Georgia
$359K -$1.59M -13,712 -80%
ESB
1589
Essex Savings Bank
Connecticut
$358K -$21.4K -185 -5%
SIC
1590
Samalin Investment Counsel
New York
$357K +$32.2K +278 +9%
RP
1591
Rowlandmiller & Partners
Georgia
$356K +$399K +3,443 New
BFPW
1592
BOK Financial Private Wealth
Colorado
$356K -$147K -1,269 -27%
NIM
1593
Northeast Investment Management
Massachusetts
$356K -$31.6K -273 -7%
SFS
1594
Summit Financial Strategies
Ohio
$356K
CG
1595
Corundum Group
Colorado
$356K +$134K +1,161 +51%
TP
1596
Tranquility Partners
Tennessee
$355K -$4.05K -35 -1%
DDC
1597
DF Dent & Co
Maryland
$355K +$2.08K +18 +0.5%
SWM
1598
Silverlake Wealth Management
Vermont
$354K +$397K +3,425 New
5L
1599
55I LLC
Massachusetts
$353K +$44.8K +387 +13%
RWB
1600
RMR Wealth Builders
New Jersey
$353K +$393K +3,395 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.