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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
PTC
1701
Petrus Trust Company
Texas
$284K +$318K +2,749 New
WG
1702
Welch Group
Alabama
$283K +$23.4K +202 +8%
IP
1703
Investment Partners
Ohio
$282K -$123K -1,063 -28%
MPCG
1704
Matrix Private Capital Group
New York
$282K -$85.3K -737 -21%
DLA
1705
Douglas Lane & Associates
New York
$281K -$134K -1,159 -30%
PB
1706
Pinnacle Bancorp
Nebraska
$281K -$11.6K -100 -4%
CT
1707
Columbia Trust
Oregon
$281K
CBOR
1708
Community Bank of Raymore
Missouri
$281K +$23.2K +200 +8%
ORC
1709
O'Rourke & Company
Massachusetts
$280K +$314K +2,711 New
VAG
1710
VisionPoint Advisory Group
Texas
$278K +$5.79K +50 +2%
BPFA
1711
Barnes Pettey Financial Advisors
Mississippi
$278K +$311K +2,686 New
SWRP
1712
Summit Wealth & Retirement Planning
California
$277K -$274K -2,370 -47%
LA
1713
Lifeworks Advisors
Michigan
$277K +$310K +2,678 New
HI
1714
Hudock Inc
Pennsylvania
$275K -$14.1K -122 -4%
FCM
1715
Fourpath Capital Management
Oklahoma
$275K +$308K +2,659 New
PCA
1716
Personal Capital Advisors
California
$274K +$310K +2,678 New
SFG
1717
Sunburst Financial Group
Alabama
$273K
NG
1718
Northstar Group
New York
$272K +$1.16K +10 +0.4%
MCM
1719
Maryland Capital Management
Maryland
$271K -$96.8K -836 -24%
BCM
1720
Bluefin Capital Management
New York
$269K -$136K -1,175 -31%
BHBT
1721
Burke & Herbert Bank & Trust
Virginia
$269K
PCM
1722
Perkins Capital Management
Minnesota
$269K
CA
1723
Calton & Associates
Florida
$268K -$175K -1,515 -37%
CWA
1724
Canvas Wealth Advisors
Kansas
$268K +$58.4K +504 +24%
BHIA
1725
Birch Hill Investment Advisors
Massachusetts
$267K -$11.6K -100 -4%

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.