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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
CTA
1776
Colonial Trust Advisors
South Carolina
$88K +$97.7K +1,087 New
NSB
1777
Norway Savings Bank
Maine
$87K
DMKJ
1778
David M. Knott Jr
$85K
GWSG
1779
GPS Wealth Strategies Group
Colorado
$83K -$18K -200 -16%
WFA
1780
West Financial Advisors
Iowa
$81K
GTAM
1781
Global Trust Asset Management
Florida
$78K -$9.88K -110 -10%
NR
1782
Newfound Research
Massachusetts
$78K -$7.91K -88 -8%
OIA
1783
Optimum Investment Advisors
Illinois
$77K
PPWM
1784
PFG Private Wealth Management
Florida
$75K
JWA
1785
JFS Wealth Advisors
Pennsylvania
$75K +$1.08K +12 +1%
PGAM
1786
Princeton Global Asset Management
New Jersey
$73K
SC
1787
Seldon Capital
California
$71K
A
1788
AustralianSuper
Australia
$69.4K +$71.5M +795,253 +1,237%
BIA
1789
Bell Investment Advisors
California
$69K +$24.9K +277 +48%
KA
1790
Kozak & Associates
Colorado
$65K
CYG
1791
Clean Yield Group
Vermont
$64K -$48.7K -542 -40%
AP
1792
Atwood & Palmer
Missouri
$63K
UCB
1793
United Community Bank
South Carolina
$62.2K
PSB
1794
Piscataqua Savings Bank
New Hampshire
$62K
SC
1795
Sierra Capital
Florida
$61K -$5.3K -59 -7%
BLC
1796
Brown, Lisle/Cummings
Rhode Island
$58.9K
BCM
1797
Blume Capital Management
California
$57K -$67.3K -749 -52%
AFIA
1798
America First Investment Advisors
Nebraska
$56K
AAP
1799
Arax Advisory Partners
Colorado
$55K +$8.54K +95 +16%
CP
1800
Castleview Partners
Texas
$54K -$85.7K -954 -59%

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.