We are live on ! Find out more
MDT icon

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
TC
1751
Titleist Capital
Texas
$254K +$284K +2,454 New
AA
1752
Auxano Advisors
Washington
$253K +$5.79K +50 +2%
SP
1753
Successful Portfolios
Florida
$252K -$1.16K -10 -0.4%
Manulife (Manufacturers Life Insurance)
1754
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$251K -$31.6M -273,235 -10%
SIG
1755
Sky Investment Group
Connecticut
$250K -$7.76K -67 -3%
FIBT
1756
First International Bank & Trust
North Dakota
$250K +$279K +2,413 New
KOC
1757
Koss-Olinger Consulting
Florida
$249K -$74.9K -647 -21%
CIA
1758
Compass Ion Advisors
Pennsylvania
$248K -$463 -4 -0.2%
TWP
1759
Tempus Wealth Planning
California
$248K +$85K +734 +44%
RCS
1760
Retirement Capital Strategies
California
$247K
AT
1761
Arvest Trust
Oklahoma
$247K +$276K +2,384 New
DU
1762
Delphia (USA)
Ontario, Canada
$245K +$274K +2,370 New
FCFS
1763
First Command Financial Services
Texas
$243K -$28.4K -245 -9%
FA
1764
Fermata Advisors
California
$243K +$5.56K +48 +2%
IF
1765
Insight Folios
North Carolina
$242K +$12.7K +110 +5%
ONSWM
1766
Old North State Wealth Management
North Carolina
$241K +$269K +2,325 New
IC
1767
Inverness Counsel
New York
$241K -$138K -1,190 -34%
HTHT
1768
Hemenway Trust Hemenway Trust
New Hampshire
$240K +$8.11K +70 +3%
DWM
1769
Dakota Wealth Management
Florida
$240K +$18.9K +163 +8%
DGI
1770
Disciplined Growth Investors
Minnesota
$239K +$268K +2,313 New
GCA
1771
Greenwood Capital Associates
South Carolina
$238K +$12.6K +109 +5%
MPPW
1772
Mitchell & Pahl Private Wealth
Oklahoma
$237K -$47.2K -408 -15%
BWG
1773
Beta Wealth Group
California
$237K
GWAM
1774
Guardian Wealth Advisors (Minnesota)
Minnesota
$237K +$6.02K +52 +2%
WAAG
1775
Wealth Alliance Advisory Group
Kansas
$237K +$8.22K +71 +3%

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.