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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
AIS
1801
AM Investment Strategies
Tennessee
$221K -$13.8K -119 -5%
SIC
1802
Shoker Investment Counsel
Ohio
$221K
GLLW
1803
Graves Light Lenhart Wealth
Virginia
$220K +$19.3K +167 +9%
DTC
1804
Davidson Trust Company
Washington
$220K +$246K +2,127 New
OWA
1805
Octavia Wealth Advisors
Ohio
$219K +$54.2K +468 +28%
SIC
1806
Salem Investment Counselors
North Carolina
$217K +$12.4K +107 +5%
SICM
1807
Sustainable Insight Capital Management
New York
$217K +$243K +2,099 New
CG
1808
CFO4Life Group
Texas
$216K -$18.6K -161 -7%
PP
1809
Pacifica Partners
Canada
$215K
CWM
1810
Connecticut Wealth Management
Connecticut
$215K +$241K +2,078 New
AWM
1811
Accurate Wealth Management
Florida
$213K +$6.14K +53 +3%
DIA
1812
Dana Investment Advisors
Wisconsin
$212K -$65.5K -566 -22%
CWC
1813
Carolinas Wealth Consulting
North Carolina
$212K -$43.7K -377 -16%
CA
1814
Carson Advisory
Georgia
$212K +$237K +2,049 New
BHWM
1815
Beaird Harris Wealth Management
Texas
$211K +$236K +2,042 New
TCWM
1816
Total Clarity Wealth Management
Illinois
$210K -$126K -1,086 -35%
PP
1817
Patron Partners
Texas
$210K -$32K -276 -12%
TPA
1818
Trivium Point Advisory
Connecticut
$210K +$25.9K +224 +12%
MS
1819
Madden Securities
Texas
$209K -$11.6K -100 -5%
JFA
1820
Johanson Financial Advisors
California
$209K +$234K +2,020 New
CTA
1821
Colonial Trust Advisors
South Carolina
$208K -$134K -1,157 -36%
EWM
1822
Endurance Wealth Management
Rhode Island
$208K
LA
1823
LexAurum Advisors
Kansas
$208K +$1.04K +9 +0.5%
CFG
1824
Cooper Financial Group
California
$208K +$232K +2,006 New
SPIO
1825
Seven Post Investment Office
California
$207K

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.