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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
Janney Montgomery Scott
151
Janney Montgomery Scott
Pennsylvania
$68.7M +$5.36M +46,266 +7%
Susquehanna International Group
152
Susquehanna International Group
Pennsylvania
$67.9M +$16M +138,258 +27%
Artisan Partners
153
Artisan Partners
Wisconsin
$66.5M +$21.3M +183,902 +40%
Voloridge Investment Management
154
Voloridge Investment Management
Florida
$66M +$73.9M +638,376 New
CI Investments Inc
155
CI Investments Inc
Ontario, Canada
$64.4M +$736K +6,357 +1%
JIC
156
Johnson Investment Counsel
Ohio
$64.4M +$3.3M +28,484 +5%
BNP Paribas Financial Markets
157
BNP Paribas Financial Markets
France
$64.4M -$15.4M -133,206 -18%
NC
158
Nicholas Company
Wisconsin
$64.1M +$6.91M +59,710 +11%
Citadel Advisors
159
Citadel Advisors
Florida
$62.9M +$46.8M +403,920 +197%
Asset Management One
160
Asset Management One
Japan
$62.6M -$792K -6,843 -1%
UCFA
161
United Capital Financial Advisors
Texas
$62.4M +$1.06M +9,154 +2%
Swedbank
162
Swedbank
Sweden
$62.2M -$342K -2,957 -0.5%
BTW
163
Boston Trust Walden
Massachusetts
$61.8M +$2.27M +19,645 +3%
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$61.4M +$886K +7,647 +1%
Treasurer of the State of North Carolina
165
Treasurer of the State of North Carolina
North Carolina
$61M +$288K +2,490 +0.4%
Vontobel Holding
166
Vontobel Holding
Switzerland
$61M +$3.96M +34,235 +6%
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$60.7M +$7.48M +64,580 +12%
TPI
168
Tesco Pension Investment
United Kingdom
$60.1M -$88.9M -767,800 -57%
FPCG
169
Fort Pitt Capital Group
Pennsylvania
$60M +$1.2M +10,331 +2%
State of Tennessee, Department of Treasury
170
State of Tennessee, Department of Treasury
Tennessee
$59.7M -$152K -1,310 -0.2%
ASC
171
Atalanta Sosnoff Capital
New York
$59.6M -$3.08M -26,629 -4%
LPL Financial
172
LPL Financial
California
$56.7M +$5.53M +47,715 +10%
Zurich Cantonal Bank
173
Zurich Cantonal Bank
Switzerland
$56.5M -$27.9M -240,697 -31%
SRIM
174
Saratoga Research & Investment Management
California
$56.4M +$647K +5,587 +1%
SC
175
Scotia Capital
Ontario, Canada
$54.8M +$5.26M +45,442 +9%

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.