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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
CIA
1701
Compass Ion Advisors
Pennsylvania
$205K +$5.39K +60 +2%
PB
1702
Pinnacle Bancorp
Nebraska
$204K -$41.3K -460 -15%
BHBT
1703
Burke & Herbert Bank & Trust
Virginia
$203K -$4.49K -50 -2%
EF
1704
Empirical Finance
Pennsylvania
$203K
GWAM
1705
Guardian Wealth Advisors (Minnesota)
Minnesota
$203K +$8.99K +100 +4%
PCA
1706
Personal Capital Advisors
California
$203K +$226K +2,511 New
CCA
1707
Childress Capital Advisors
Texas
$202K -$189K -2,106 -49%
ORC
1708
O'Rourke & Company
Massachusetts
$202K -$18.5K -206 -8%
WCM
1709
Wedge Capital Management
North Carolina
$202K -$8.45K -94 -4%
KWS
1710
Keystone Wealth Services
California
$202K
BONH
1711
Bank of New Hampshire
New Hampshire
$202K +$629 +7 +0.3%
FAIM
1712
Financial Advocates Investment Management
Washington
$201K -$165K -1,832 -42%
BHIA
1713
Birch Hill Investment Advisors
Massachusetts
$201K
IEFM
1714
IQ EQ Fund Management
Ireland
$201K
WW
1715
Westshore Wealth
California
$200K
CWM
1716
CarsonAllaria Wealth Management
Illinois
$200K +$1.53K +17 +0.7%
HI
1717
Hoey Investments
Pennsylvania
$199K -$207K -2,304 -48%
GWS
1718
Glassman Wealth Services
Virginia
$199K +$1.17K +13 +0.5%
KOCAA
1719
Knights of Columbus Asset Advisors
Connecticut
$194K
SFO
1720
Standard Family Office
South Dakota
$191K
WR
1721
WD Rutherford
Oregon
$190K -$14.4K -160 -6%
PP
1722
Pacifica Partners
Canada
$182K
FMP
1723
Financial Management Professionals
Texas
$177K -$59K -656 -23%
EI
1724
Ellevest Inc
New York
$176K +$142K +1,577 +262%
AA
1725
Addison Advisors
Vermont
$175K +$116K +1,296 +148%

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.