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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
ACM
1801
AUA Capital Management
Pennsylvania
$54K
KFS
1802
Kelly Financial Services
Massachusetts
$53.7K +$180 +2 +0.3%
EARNEST Partners
1803
EARNEST Partners
Georgia
$53K
TFGT
1804
TS Financial Group (TSFG)
Illinois
$53K +$449 +5 +0.8%
BFPW
1805
BOK Financial Private Wealth
Colorado
$51K -$33.6K -374 -38%
HCM
1806
Horrell Capital Management
Arkansas
$50K
FCT
1807
First Community Trust
Iowa
$49K -$13.5K -150 -20%
RA
1808
Rise Advisors
New York
$49K +$43.7K +486 +392%
MTIC
1809
Missouri Trust & Investment Company
Missouri
$48K
CIR
1810
Clear Investment Research
Georgia
$48K +$53.9K +600 New
DI
1811
Disciplined Investments
Oklahoma
$47K -$539 -6 -1%
FFC
1812
First Financial Corp
Indiana
$47K +$1.35K +15 +3%
SIC
1813
SJS Investment Consulting
Ohio
$44K +$48.8K +543 New
AWM
1814
AllSquare Wealth Management
New York
$43K
WB
1815
West Bancorporation
Iowa
$43K
LSA
1816
Lansing Street Advisors
Pennsylvania
$41K
POIA
1817
Pin Oak Investment Advisors
Texas
$41K
TFP
1818
Tilia Fiduciary Partners
North Carolina
$40K -$14.6K -162 -25%
EC
1819
Estate Counselors
Wisconsin
$40K
CM
1820
Castleark Management
Illinois
$39K
AFS
1821
Annapolis Financial Services
Maryland
$39K +$34.1K +379 +368%
MW
1822
Milestone Wealth
New York
$38K
NF
1823
Norwood Financial
Pennsylvania
$38K
AWA
1824
Artemis Wealth Advisors
New York
$37.9K -$113K -1,255 -73%
FWM
1825
Focused Wealth Management
New York
$37K +$90 +1 +0.2%

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.