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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
DAM
1651
Delta Asset Management
Tennessee
$317K -$2.08K -18 -0.6%
OAJ
1652
Ogorek Anthony Joseph
New York
$316K
PWAG
1653
Polaris Wealth Advisory Group
California
$315K -$27.9M -240,562 -99%
WCA
1654
Westover Capital Advisors
Delaware
$315K -$50.3K -434 -12%
AIM
1655
Axiom Investment Management
New York
$315K +$6.6K +57 +2%
3F
1656
360 Financial
Minnesota
$314K +$579 +5 +0.2%
BHWM
1657
Bar Harbor Wealth Management
New Hampshire
$314K +$21.8K +188 +7%
BCP
1658
Berkeley Capital Partners
Georgia
$314K +$120K +1,034 +52%
IAMOG
1659
Investors Asset Management of Georgia
Georgia
$313K +$351K +3,029 New
SAM
1660
Seelaus Asset Management
New Jersey
$312K -$1.16K -10 -0.3%
DBRC
1661
D.B. Root & Company
Pennsylvania
$312K +$8.34K +72 +2%
IFWM
1662
Institute for Wealth Management
Colorado
$311K -$2.9K -25 -0.8%
WA
1663
WBH Advisory
Maryland
$310K -$63.7K -550 -16%
GWS
1664
Glassman Wealth Services
Virginia
$310K +$15.6K +135 +5%
BCA
1665
Bernzott Capital Advisors
California
$310K +$347K +3,000 New
SOW
1666
State of Wyoming
Wyoming
$309K +$177K +1,531 +105%
FW
1667
FirstPurpose Wealth
Utah
$309K +$346K +2,985 New
YWP
1668
YorkBridge Wealth Partners
New York
$308K -$1.16K -10 -0.3%
MFS
1669
Mirabella Financial Services
United Kingdom
$307K -$503K -4,347 -59%
ACG
1670
Allen Capital Group
Nebraska
$307K +$116 +1 +0%
MCM
1671
Murphy Capital Management
New Jersey
$306K -$4.75K -41 -1%
PWS
1672
Peterson Wealth Services
Utah
$306K +$343K +2,960 New
RCIM
1673
Red Cedar Investment Management
Michigan
$304K -$559K -4,829 -62%
HFP
1674
Holistic Financial Partners
Indiana
$304K +$7.87K +68 +2%
SRC
1675
Sage Rhino Capital
California
$303K -$24.9K -215 -7%

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.