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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
UCFA
151
United Capital Financial Advisors
Texas
$53.3M +$777K +8,649 +1%
SC
152
Scotia Capital
Ontario, Canada
$53M -$2.59M -28,787 -4%
LPL Financial
153
LPL Financial
California
$52.1M +$2.76M +30,756 +5%
FPCG
154
Fort Pitt Capital Group
Pennsylvania
$51.7M +$787K +8,760 +1%
Mariner
155
Mariner
Kansas
$51.3M +$6.2M +69,012 +12%
State of Tennessee, Department of Treasury
156
State of Tennessee, Department of Treasury
Tennessee
$50.1M -$8.64M -96,188 -13%
NC
157
Nicholas Company
Wisconsin
$49.8M +$4.49K +50 +0%
BG
158
Bellevue Group
Switzerland
$49.7M -$2.66M -29,580 -5%
Commonwealth Equity Services
159
Commonwealth Equity Services
Massachusetts
$49.3M +$10M +111,732 +22%
Swedbank
160
Swedbank
Sweden
$48.3M +$579K +6,446 +1%
Treasurer of the State of North Carolina
161
Treasurer of the State of North Carolina
North Carolina
$47.8M +$182K +2,020 +0.3%
LFG
162
Lazard Frères Gestion
France
$47.5M +$635K +7,066 +1%
PNC Financial Services Group
163
PNC Financial Services Group
Pennsylvania
$44.7M -$1.16M -12,905 -2%
Asset Management One
164
Asset Management One
Japan
$44.6M -$722K -8,037 -1%
Osaic Holdings
165
Osaic Holdings
Arizona
$44.2M +$3.47M +38,661 +8%
ACM
166
Advisors Capital Management
New Jersey
$43.7M +$2.67M +29,660 +6%
ZIM
167
Zacks Investment Management
Illinois
$42.7M +$1.29M +14,394 +3%
Zurich Cantonal Bank
168
Zurich Cantonal Bank
Switzerland
$42.1M +$2.59M +28,865 +6%
OAM
169
Oppenheimer Asset Management
New York
$41.9M +$4.42M +49,175 +10%
Calamos Advisors
170
Calamos Advisors
Illinois
$41.3M +$21K +234 +0%
Qube Research & Technologies (QRT)
171
Qube Research & Technologies (QRT)
United Kingdom
$41.3M +$31.9M +355,376 +228%
Fifth Third Bancorp
172
Fifth Third Bancorp
Ohio
$41.2M -$10.3M -114,156 -18%
Squarepoint
173
Squarepoint
New York
$41.2M +$16.1M +179,062 +54%
Aviva
174
Aviva
United Kingdom
$41.2M -$5.22M -58,088 -10%
Teacher Retirement System of Texas
175
Teacher Retirement System of Texas
Texas
$40.5M +$11.1M +123,268 +33%

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.