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Medtronic

1,990 hedge funds and large institutions have $88B invested in Medtronic in 2023 Q1 according to their latest regulatory filings, with 186 funds opening new positions, 992 increasing their positions, 620 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 992 | Existing positions reduced: 620

56% more first-time investments, than exits

New positions opened: 186 | Existing positions closed: 119

20% more call options, than puts

Call options by funds: $666M | Put options by funds: $555M

1% more funds holding

Funds holding: 1,9611,990 (+29)

4% more capital invested

Capital invested by funds: $84.7B → $88B (+$3.25B)

0.59% more ownership

Funds ownership: 81.43%82.01% (+0.59%)

13% less funds holding in top 10

Funds holding in top 10: 3127 (-4)

Holders
1,990
Holders Change
+29
Holders Change %
+1.48%
% of All Funds
31.71%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.43%
New
186
Increased
992
Reduced
620
Closed
119
Calls
$666M
Puts
$555M
Net Calls
+$112M
Net Calls Change
-$265M
Name Holding Trade Value Shares
Change
Change in
Stake
BPC
151
Banque Pictet & Cie
Switzerland
$57.6M -$1.85M -22,641 -3%
JIC
152
Johnson Investment Counsel
Ohio
$56.5M +$337K +4,134 +0.6%
AC
153
Armistice Capital
New York
$54.7M +$489K +6,000 +0.9%
Osaic Holdings
154
Osaic Holdings
Arizona
$54.2M +$5.13M +62,939 +10%
EDRH
155
Edmond de Rothschild Holding
Switzerland
$53.6M +$4.13M +50,619 +8%
Point72 Asset Management
156
Point72 Asset Management
Connecticut
$52.7M +$52.8M +647,619 +9,869%
Treasurer of the State of North Carolina
157
Treasurer of the State of North Carolina
North Carolina
$52.7M +$404K +4,953 +0.8%
Allianz Asset Management
158
Allianz Asset Management
Germany
$52M -$2.64M -32,386 -5%
ASC
159
Atalanta Sosnoff Capital
New York
$51.4M -$1.18M -14,506 -2%
Mariner
160
Mariner
Kansas
$51.3M -$1.49M -18,229 -3%
BGIM
161
Brandywine Global Investment Management
Pennsylvania
$50.9M -$1.71M -20,970 -3%
PAMS
162
Pictet Asset Management (Switzerland)
Switzerland
$49.7M -$24.3M -297,930 -33%
NC
163
Nicholas Company
Wisconsin
$49.7M
LFG
164
Lazard Frères Gestion
France
$48.7M +$4.72M +57,935 +9%
HPG
165
Harvest Portfolios Group
Ontario, Canada
$47.9M +$7.09M +87,040 +17%
Axa
166
Axa
France
$47.2M +$21.6M +265,443 +83%
Zurich Cantonal Bank
167
Zurich Cantonal Bank
Switzerland
$47M +$2.02M +24,780 +4%
ACM
168
Advisors Capital Management
New Jersey
$46.5M +$4.54M +55,685 +11%
CI
169
Cambiar Investors
Colorado
$46.1M +$581K +7,125 +1%
ClearBridge Investments
170
ClearBridge Investments
New York
$46.1M +$1.84M +22,618 +4%
OAM
171
Oppenheimer Asset Management
New York
$45.5M +$5.72M +70,200 +14%
ZIM
172
Zacks Investment Management
Illinois
$45.3M +$2.91M +35,645 +7%
Handelsbanken Fonder
173
Handelsbanken Fonder
Sweden
$45.2M +$2.09M +25,620 +5%
Swedbank
174
Swedbank
Sweden
$45.2M -$3.16M -38,817 -6%
BNP Paribas Asset Management
175
BNP Paribas Asset Management
France
$43.7M -$2.49M -30,503 -5%

MDT Hedge Fund Activity: Q1 2023 in Review

1,990 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q1 2023, worth a combined $88B — up 3.8% from $84.7B a quarter earlier.

Buyers outnumbered sellers: 186 funds opened new MDT positions and 119 closed out — a net gain of 67 holders — while 992 added to existing stakes and 620 trimmed.

The largest buyer was Ameriprise, adding an estimated $281M. The largest seller was BlackRock, cutting an estimated $375M.

  • 1,990 institutional investors held Medtronic (MDT) as of Q1 2023, up from 1,961 in Q4 2022.
  • Funds reported $88B of Medtronic stock for Q1 2023, up 3.8% quarter-over-quarter.
  • 186 funds opened new Medtronic positions in Q1 2023 and 119 closed out, a net change of +67 holders.
  • The largest Medtronic buyer in Q1 2023 was Ameriprise, an estimated $281M added.
  • The largest Medtronic seller in Q1 2023 was BlackRock, an estimated $375M sold.

Based on aggregated 13F filings for Q1 2023.