We are live on ! Find out more
MDT icon

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
TFCP
1601
Twin Focus Capital Partners
Massachusetts
$352K -$24.4K -211 -6%
WSTAM
1602
Wilbanks Smith & Thomas Asset Management
Virginia
$352K -$12K -104 -3%
GFS
1603
GYL Financial Synergies
Connecticut
$352K +$395K +3,408 New
SWM
1604
Salvus Wealth Management
New Jersey
$351K +$134K +1,157 +52%
BFA
1605
BMS Financial Advisors
South Dakota
$351K +$393K +3,394 New
FSA
1606
Franklin Street Advisors
North Carolina
$350K -$811 -7 -0.2%
AMG
1607
Advisors Management Group
Wisconsin
$350K
PCM
1608
Perritt Capital Management
Illinois
$350K
WBCM
1609
Wilson & Boucher Capital Management
California
$349K +$391K +3,378 New
ZIG
1610
Zullo Investment Group
Pennsylvania
$348K +$389K +3,362 New
HWAM
1611
Hennion & Walsh Asset Management
New Jersey
$346K -$21K -181 -5%
LFG
1612
Leverty Financial Group
Wisconsin
$345K +$387K +3,340 New
T
1613
TCWP
Ohio
$345K +$387K +3,343 New
AIA
1614
Angeles Investment Advisors
California
$344K +$56.4K +487 +17%
MFW
1615
Mosaic Family Wealth
Missouri
$343K -$45.2K -390 -11%
QCM
1616
Quantinno Capital Management
New York
$343K +$384K +3,318 New
CAM
1617
Carret Asset Management
New York
$342K
CB
1618
Community Bank
New York
$341K -$227K -1,960 -37%
PBO
1619
Peoples Bank (Ohio)
Ohio
$341K -$2.9K -25 -0.8%
GL
1620
Graypoint LLC
New York
$338K -$38.7K -334 -9%
WCM
1621
Wisconsin Capital Management
Wisconsin
$338K
AO
1622
Advisor OS
Illinois
$337K +$811 +7 +0.2%
First Manhattan
1623
First Manhattan
New York
$335K -$409K -3,535 -52%
RCM
1624
Raleigh Capital Management
North Carolina
$335K +$375K +3,241 New
SIM
1625
SSI Investment Management
California
$334K -$579 -5 -0.2%

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.