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Medtronic

2,102 hedge funds and large institutions have $165B invested in Medtronic in 2022 Q1 according to their latest regulatory filings, with 205 funds opening new positions, 1,007 increasing their positions, 673 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $971M | Put options by funds: $622M

52% more first-time investments, than exits

New positions opened: 205 | Existing positions closed: 135

50% more repeat investments, than reductions

Existing positions increased: 1,007 | Existing positions reduced: 673

48% more capital invested

Capital invested by funds: $112B → $165B (+$53.2B)

8% more funds holding in top 10

Funds holding in top 10: 3639 (+3)

2% more funds holding

Funds holding: 2,0602,102 (+42)

0.24% more ownership

Funds ownership: 80.5%80.74% (+0.24%)

Holders
2,102
Holders Change
+42
Holders Change %
+2.04%
% of All Funds
33.15%
Holding in Top 10
39
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.33%
% of All Funds
0.62%
New
205
Increased
1,007
Reduced
673
Closed
135
Calls
$971M
Puts
$622M
Net Calls
+$349M
Net Calls Change
+$324M
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
1651
Summit Financial Group
West Virginia
$344K
FSA
1652
Franklin Street Advisors
North Carolina
$342K -$31.7K -300 -9%
MWM
1653
Meridian Wealth Management
Kentucky
$342K +$951 +9 +0.3%
LIA
1654
LBMC Investment Advisors
Tennessee
$339K -$3.38K -32 -1%
OAJ
1655
Ogorek Anthony Joseph
New York
$339K
TSWM
1656
Tyler-Stone Wealth Management
Ohio
$337K -$49.9K -472 -13%
IAMOG
1657
Investors Asset Management of Georgia
Georgia
$336K +$211 +2 +0.1%
WP
1658
WMS Partners
Maryland
$333K +$317K +2,997 New
PB
1659
Pinnacle Bancorp
Nebraska
$331K +$28.5K +270 +10%
RBCM
1660
Raub Brock Capital Management
California
$331K +$315K +2,980 New
BMC
1661
Beaton Management Company
Massachusetts
$330K -$21.1K -200 -6%
SAM
1662
Seelaus Asset Management
New Jersey
$330K -$4.23K -40 -1%
IFWM
1663
Institute for Wealth Management
Colorado
$330K -$2.96K -28 -0.9%
YWP
1664
YorkBridge Wealth Partners
New York
$328K -$1.9K -18 -0.6%
ACG
1665
Allen Capital Group
Nebraska
$328K -$1.06K -10 -0.3%
HWMG
1666
Hurlow Wealth Management Group
Indiana
$328K
BBW
1667
Blue Barn Wealth
Utah
$328K +$8.87K +84 +3%
RCIM
1668
Red Cedar Investment Management
Michigan
$326K
WI
1669
WrapManager Inc
California
$325K -$159K -1,509 -34%
SCM
1670
SOL Capital Management
Maryland
$324K -$21.1K -200 -6%
DBRC
1671
D.B. Root & Company
Pennsylvania
$324K -$10.6K -100 -3%
CBT
1672
CoreFirst Bank & Trust
Kansas
$324K
LPIC
1673
LeJeune Puetz Investment Counsel
Michigan
$324K +$8.98K +85 +3%
CA
1674
Continuum Advisory
Idaho
$324K +$328K +3,107 New
PWP
1675
Perfromance Wealth Partners
Illinois
$323K -$247K -2,341 -45%

MDT Hedge Fund Activity: Q1 2022 in Review

2,102 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q1 2022, worth a combined $165B — up 48% from $112B a quarter earlier.

Buyers outnumbered sellers: 205 funds opened new MDT positions and 135 closed out — a net gain of 70 holders — while 1,007 added to existing stakes and 673 trimmed.

The largest buyer was Vanguard Group, adding an estimated $782M. The largest seller was T. Rowe Price Associates, cutting an estimated $708M.

  • 2,102 institutional investors held Medtronic (MDT) as of Q1 2022, up from 2,060 in Q4 2021.
  • Funds reported $165B of Medtronic stock for Q1 2022, up 48% quarter-over-quarter.
  • 205 funds opened new Medtronic positions in Q1 2022 and 135 closed out, a net change of +70 holders.
  • The largest Medtronic buyer in Q1 2022 was Vanguard Group, an estimated $782M added.
  • The largest Medtronic seller in Q1 2022 was T. Rowe Price Associates, an estimated $708M sold.

Based on aggregated 13F filings for Q1 2022.