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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
RPCONE
1776
Retirement Planning Company of New England
Rhode Island
$236K +$265K +2,287 New
PCM
1777
Poehling Capital Management
Wisconsin
$235K -$35K -302 -12%
SAM
1778
SP Asset Management
California
$235K +$347 +3 +0.1%
WPC
1779
Wedmont Private Capital
Pennsylvania
$235K +$250K +2,161 New
EA
1780
Eudaimonia Advisors
Tennessee
$234K +$262K +2,266 New
T
1781
TNF
Montana
$233K
WR
1782
WD Rutherford
Oregon
$233K +$21.1K +182 +9%
FPAS
1783
Focus Partners Advisor Solutions
Missouri
$231K +$259K +2,239 New
KF
1784
Krilogy Financial
Missouri
$230K -$66.9K -578 -21%
HFAS
1785
Hummer Financial Advisory Services
Illinois
$230K -$33.9K -293 -12%
CCA
1786
Cottonwood Capital Advisors
Utah
$230K +$257K +2,223 New
LNWTC
1787
Laird Norton Wetherby Trust Company
Washington
$229K -$15.7K -136 -6%
MAM
1788
Magellan Asset Management
Australia
$229K +$77.4K +668 +43%
P
1789
&Partners
Tennessee
$227K -$27.7K -239 -10%
KMWM
1790
Keudell/Morrison Wealth Management
Oregon
$227K -$10.8K -93 -4%
LC
1791
Lincoln Capital
Nebraska
$227K
SG
1792
Somerset Group
Minnesota
$226K
MA
1793
MAS Advisors
Florida
$226K +$251K +2,165 New
BWA
1794
Bordeaux Wealth Advisors
California
$226K +$253K +2,181 New
KWA
1795
KCS Wealth Advisory
California
$225K
OCM
1796
Objective Capital Management
Ohio
$223K +$250K +2,157 New
AWP
1797
Abacus Wealth Partners
California
$223K -$8.45K -73 -3%
PPG
1798
Peak Planning Group
Colorado
$223K -$11.7K -101 -4%
ACM
1799
Aljian Capital Management
Nevada
$222K
DCM
1800
DGS Capital Management
New Jersey
$222K +$249K +2,149 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.