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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
CDH
1826
Charles D. Hyman
$206K +$3.24K +28 +1%
WA
1827
Wealth Architects
California
$206K +$11.3K +98 +5%
CSA
1828
Cottage Street Advisors
Massachusetts
$206K +$36.7K +317 +19%
SFO
1829
Standard Family Office
South Dakota
$206K +$115K +993 +99%
BWM
1830
Blossom Wealth Management
California
$206K +$231K +1,996 New
PFA
1831
Paradigm Financial Advisors
Missouri
$205K
FFWM
1832
Future Financial Wealth Management
Ohio
$204K -$269K -2,326 -55%
WA
1833
Waverly Advisors
Alabama
$204K -$21.7K -187 -9%
PWM
1834
PBMares Wealth Management
Virginia
$203K
SWMP
1835
Signature Wealth Management Partners
New Jersey
$203K
ADL
1836
Asset Dedication LLC
California
$202K -$4.63K -40 -2%
OFG
1837
Orcam Financial Group
California
$201K +$225K +1,941 New
HCA
1838
Harbour Capital Advisors
Virginia
$201K +$225K +1,943 New
AWC
1839
Abundance Wealth Counselors
Pennsylvania
$200K -$87.7K -757 -28%
BFC
1840
Blue Fin Capital
Rhode Island
$200K -$9.03K -78 -4%
JWM
1841
Janiczek Wealth Management
Colorado
$194K -$147K -1,271 -40%
PA
1842
PSI Advisors
Florida
$194K -$80.1K -692 -27%
SPWG
1843
Sage Private Wealth Group
Illinois
$185K +$8.45K +73 +4%
CBT
1844
Central Bank & Trust
Kentucky
$184K -$116 -1 -0.1%
VIMU
1845
Veritas Investment Management (UK)
United Kingdom
$182K
LF
1846
Lee Financial
Texas
$180K +$104K +900 +107%
SC
1847
Sierra Capital
Florida
$174K +$194K +1,678 New
IFAM
1848
Institutional & Family Asset Management
Colorado
$169K -$239K -2,067 -56%
TVWM
1849
Tower View Wealth Management
Wisconsin
$168K -$1.81M -15,659 -91%
PMFA
1850
Plante Moran Financial Advisors
Michigan
$168K +$26.1K +225 +16%

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.