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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
JWM
1726
Jeppson Wealth Management
California
$267K
SCM
1727
Southport Capital Management
Tennessee
$267K +$33.8K +292 +13%
CFA
1728
CWS Financial Advisors
Michigan
$266K +$297K +2,567 New
SFP
1729
Sweet Financial Partners
Minnesota
$266K +$298K +2,573 New
RSVP
1730
Ramsay Stattman Vela & Price
Colorado
$265K
SDH
1731
Sloy Dahl & Holst
Washington
$265K
WCM
1732
Wedge Capital Management
North Carolina
$263K
CC
1733
Chicago Capital
Illinois
$263K +$11.3K +98 +4%
KWM
1734
Kolinsky Wealth Management
New Jersey
$263K +$294K +2,542 New
EBSAM
1735
Eubel Brady & Suttman Asset Management
Ohio
$262K -$4.98K -43 -2%
AWA
1736
Arkadios Wealth Advisors
Georgia
$261K -$20.8K -180 -7%
APW
1737
Austin Private Wealth
Texas
$261K +$13.9K +120 +5%
EM
1738
Excalibur Management
Massachusetts
$260K +$3.13K +27 +1%
KWS
1739
Keystone Wealth Services
California
$260K +$291K +2,513 New
BONH
1740
Bank of New Hampshire
New Hampshire
$259K -$46.3K -400 -14%
LWA
1741
Lineweaver Wealth Advisors
Ohio
$258K -$34.7K -300 -11%
RM
1742
Resource Management
Louisiana
$257K +$23.2K +200 +9%
MFG
1743
MidWestOne Financial Group
Iowa
$256K -$4.05K -35 -1%
CFO
1744
CVA Family Office
Colorado
$256K +$120K +1,039 +73%
CA
1745
Claris Advisors
Missouri
$256K +$287K +2,475 New
CCA
1746
Childress Capital Advisors
Texas
$255K -$171K -1,473 -37%
TPWA
1747
TRUE Private Wealth Advisors
Oregon
$255K -$26.9K -232 -9%
PAMG
1748
Patton Albertson Miller Group
Tennessee
$255K +$116 +1 +0%
PFWA
1749
Paces Ferry Wealth Advisors
Georgia
$254K -$77.1K -666 -21%
NF
1750
NTB Financial
Colorado
$254K +$284K +2,452 New

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.