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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
FB
1626
First Bancorp
Maine
$334K +$7.18K +62 +2%
WH
1627
Willner & Heller
California
$333K +$308K +2,657 New
CS
1628
Cannell & Spears
New York
$332K -$440K -3,798 -54%
AMIM
1629
Aull & Monroe Investment Management
Alabama
$332K -$16.3K -141 -4%
RI
1630
Ridgewood Investments
New Jersey
$332K -$9.96K -86 -3%
CFFP
1631
Center for Financial Planning
Michigan
$331K +$21.4K +185 +6%
OBWG
1632
Onyx Bridge Wealth Group
New York
$331K +$27.1K +234 +8%
PFS
1633
Physicians Financial Services
North Carolina
$330K
BMC
1634
Beaton Management Company
Massachusetts
$329K
Cohen & Steers
1635
Cohen & Steers
New York
$329K
HWMG
1636
Hurlow Wealth Management Group
Indiana
$329K
QC
1637
Quent Capital
New York
$329K +$368K +3,177 New
PCG
1638
Private Capital Group
Connecticut
$325K -$73.3K -633 -17%
CPIG
1639
Chicago Partners Investment Group
Illinois
$325K -$25.7K -222 -7%
FCB
1640
First Command Bank
Texas
$325K
SCM
1641
SOL Capital Management
Maryland
$323K -$90.9K -785 -20%
CIC
1642
Chase Investment Counsel
Virginia
$323K +$362K +3,130 New
DS
1643
DRW Securities
Illinois
$322K +$361K +3,116 New
PAIM
1644
Punch & Associates Investment Management
Minnesota
$321K
BDWM
1645
Brewin Dolphin Wealth Management
Ireland
$321K +$11.6K +100 +3%
SFG
1646
Summit Financial Group
West Virginia
$321K +$15.4K +133 +4%
NWM
1647
Northcape Wealth Management
New York
$320K +$358K +3,092 New
LIA
1648
LBMC Investment Advisors
Tennessee
$319K +$181K +1,566 +103%
MWM
1649
Meridian Wealth Management
Kentucky
$318K +$1.5K +13 +0.4%
BDF
1650
Balasa Dinverno & Foltz
$317K -$90.3K -780 -20%

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.