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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
KWM
1626
Kolinsky Wealth Management
New Jersey
$247K -$19.3K -215 -7%
LIA
1627
LBMC Investment Advisors
Tennessee
$247K
SFG
1628
Summit Financial Group
West Virginia
$246K -$5.75K -64 -2%
OAJ
1629
Ogorek Anthony Joseph
New York
$246K
AL
1630
Aspiriant LLC
California
$245K -$16.9K -188 -6%
GFP
1631
Gryphon Financial Partners
Ohio
$245K -$15.7K -175 -5%
CDH
1632
Charles D. Hyman
$242K
ACA
1633
Aptus Capital Advisors
Alabama
$242K +$61.3K +682 +30%
IFWM
1634
Institute for Wealth Management
Colorado
$241K
VT
1635
Vise Technologies
New York
$240K -$29.8K -332 -10%
CAL
1636
Capital Advisors Ltd
Ohio
$239K -$14.7K -164 -5%
DAM
1637
Delta Asset Management
Tennessee
$239K
HWMG
1638
Hurlow Wealth Management Group
Indiana
$239K
IF
1639
Insight Folios
North Carolina
$239K +$31.1K +346 +13%
MFG
1640
MidWestOne Financial Group
Iowa
$238K +$43.1K +480 +19%
B
1641
Barings
North Carolina
$237K -$738K -8,213 -74%
LWM
1642
Laidlaw Wealth Management
New York
$236K -$29.1K -324 -10%
LPIC
1643
LeJeune Puetz Investment Counsel
Michigan
$236K
QC
1644
Quent Capital
New York
$236K +$47.8K +532 +22%
CIA
1645
CCM Investment Advisers
South Carolina
$235K -$26.7K -297 -9%
HJIM
1646
Henry James International Management
New York
$235K
MFS
1647
Mirabella Financial Services
United Kingdom
$235K +$257K +2,861 New
DWM
1648
Dorchester Wealth Management
Quebec, Canada
$234K
CRC
1649
Curi RMB Capital
Illinois
$234K +$20.3K +226 +8%
NI
1650
Nuance Investments
Missouri
$234K +$261K +2,899 New

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.