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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
NFSG
1726
Newbridge Financial Services Group
Florida
$173K +$6.65K +74 +4%
ACM
1727
Aquatic Capital Management
Illinois
$170K -$252K -2,800 -57%
HBW
1728
Hazlett, Burt & Watson
West Virginia
$169K +$719 +8 +0.4%
BCM
1729
Birch Capital Management
Texas
$166K
AIM
1730
Axiom Investment Management
New York
$166K +$181K +2,009 New
SPWG
1731
Sage Private Wealth Group
Illinois
$165K -$56.4K -628 -23%
Loomis, Sayles & Company
1732
Loomis, Sayles & Company
Massachusetts
$162K +$171K +1,902 +1,745%
ONST
1733
Old North State Trust
North Carolina
$161K +$179K +1,996 New
TCWA
1734
Ten Capital Wealth Advisors
Washington
$152K +$7.73K +86 +5%
SIC
1735
Salem Investment Counselors
North Carolina
$152K +$45.6K +507 +37%
LWP
1736
Laurel Wealth Planning
Minnesota
$151K -$2.25K -25 -1%
MAM
1737
Magellan Asset Management
Australia
$151K +$9.97K +111 +6%
HCP
1738
Hexagon Capital Partners
Arkansas
$150K +$51.5K +573 +45%
FCB
1739
First Command Bank
Texas
$147K -$48.1K -535 -23%
FCFS
1740
First Command Financial Services
Texas
$147K -$48.1K -535 -23%
IAMOG
1741
Investors Asset Management of Georgia
Georgia
$146K -$51.6K -574 -24%
WAM
1742
Worth Asset Management
Texas
$140K -$7.01K -78 -4%
CWC
1743
Carolinas Wealth Consulting
North Carolina
$139K -$16.7K -186 -2%
AF
1744
Arrow Financial
New York
$137K -$52.8K -587 -26%
PA
1745
PSI Advisors
Florida
$135K -$17.9K -199 -11%
IBOK
1746
Independence Bank of Kentucky
Kentucky
$133K
CA
1747
Centerpoint Advisors
Massachusetts
$130K +$1.08K +12 +0.8%
MHR
1748
Matthew Hamilton Rosenberg
$130K +$7.91K +88 +6%
HWA
1749
HHM Wealth Advisors
Tennessee
$127K -$114K -1,266 -45%
CQS
1750
Credential Qtrade Securities
$127K -$876K -9,753 -86%

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.