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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
JA
1576
JVL Associates
Michigan
$280K -$11.1K -123 -3%
CWP
1577
CFM Wealth Partners
Texas
$279K
SFS
1578
Summit Financial Strategies
Ohio
$278K
QT
1579
Quantbot Technologies
New York
$277K -$2.42M -26,931 -89%
AIP
1580
Almanack Investment Partners
Pennsylvania
$274K -$40.3K -448 -12%
JWCA
1581
J.W. Coons Advisors
Ohio
$274K -$27K -300 -8%
ESB
1582
Essex Savings Bank
Connecticut
$274K +$12.1K +135 +4%
RWB
1583
RMR Wealth Builders
New Jersey
$272K +$90 +1 +0%
LL
1584
LPWM LLC
Minnesota
$272K +$20.2K +225 +7%
SSG
1585
Summit Securities Group
New York
$272K +$50.9K +566 +20%
WP
1586
WealthSpring Partners
California
$270K +$301K +3,346 New
GLA
1587
Good Life Advisors
Pennsylvania
$269K -$943K -10,493 -76%
JAG
1588
Journey Advisory Group
Kentucky
$269K -$117K -1,307 -28%
LFG
1589
Leverty Financial Group
Wisconsin
$269K
FFA
1590
Founders Financial Alliance
North Carolina
$269K +$54.6K +608 +22%
CFG
1591
Cooper Financial Group
California
$268K +$48.6K +541 +19%
NIM
1592
Northeast Investment Management
Massachusetts
$267K -$43.1K -480 -13%
WBCM
1593
Wilson & Boucher Capital Management
California
$267K
CPA
1594
Capital Planning Advisors
California
$266K -$30K -334 -9%
P
1595
&Partners
Tennessee
$266K +$23.3K +259 +9%
BDF
1596
Balasa Dinverno & Foltz
$265K +$57.9K +644 +24%
FB
1597
First Bancorp
Maine
$264K +$8.54K +95 +3%
BB
1598
Bell Bank
North Dakota
$263K -$110K -1,220 -27%
CAM
1599
Carret Asset Management
New York
$263K -$7.91K -88 -3%
Cohen & Steers
1600
Cohen & Steers
New York
$263K

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.