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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
YWP
1601
YorkBridge Wealth Partners
New York
$263K +$17.3K +193 +6%
First Manhattan
1602
First Manhattan
New York
$262K +$8.45K +94 +3%
Bank of Montreal
1603
Bank of Montreal
Ontario, Canada
$260K +$29M +322,914 +11%
FMWA
1604
Forvis Mazars Wealth Advisors
Missouri
$260K -$36.3K -404 -11%
HFP
1605
Holistic Financial Partners
Indiana
$260K +$13.5K +150 +5%
FCA
1606
FinTrust Capital Advisors
South Carolina
$259K -$71.4K -795 -21%
CFFP
1607
Center for Financial Planning
Michigan
$259K -$19.4K -216 -6%
BHWM
1608
Bar Harbor Wealth Management
New Hampshire
$259K
SIM
1609
SSI Investment Management
California
$259K +$359 +4 +0.1%
PCM
1610
Perritt Capital Management
Illinois
$258K -$18K -200 -6%
PAIM
1611
Punch & Associates Investment Management
Minnesota
$258K
TSW
1612
Thompson Siegel & Walmsley
Virginia
$258K
BMC
1613
Beaton Management Company
Massachusetts
$257K +$18K +200 +7%
SP
1614
Successful Portfolios
Florida
$256K -$2.88K -32 -1%
DBRC
1615
D.B. Root & Company
Pennsylvania
$256K +$1.98K +22 +0.7%
PCM
1616
Poehling Capital Management
Wisconsin
$256K +$4.49K +50 +2%
ZIG
1617
Zullo Investment Group
Pennsylvania
$254K -$6.47K -72 -2%
CBT
1618
CoreFirst Bank & Trust
Kansas
$254K +$11.3K +126 +4%
MSA
1619
Marino Stram & Associates
Massachusetts
$254K +$48.5K +540 +21%
SW
1620
StrongBox Wealth
Missouri
$253K +$281K +3,132 New
CH
1621
Canton Hathaway
Rhode Island
$251K
FPFS
1622
First Personal Financial Services
North Carolina
$251K +$39.8K +443 +17%
BBW
1623
Blue Barn Wealth
Utah
$250K +$12.2K +136 +5%
IP
1624
Investment Partners
Ohio
$250K +$44.8K +499 +19%
CCM
1625
Carlson Capital Management
Minnesota
$248K -$61.6K -685 -18%

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.