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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
SIS
1826
Sound Income Strategies
Florida
$35K -$1.26K -14 -3%
CWM
1827
Castle Wealth Management
Florida
$34K +$9.08K +101 +32%
APC
1828
Aspire Private Capital
North Carolina
$33K +$5.3K +59 +17%
CCA
1829
Column Capital Advisors
Indiana
$32K
IFS
1830
Intelligent Financial Strategies
Minnesota
$32K
SA
1831
SRH Advisors
Kansas
$32K
ME
1832
McIlrath & Eck
Washington
$32K +$8.09K +90 +29%
WBC
1833
West Branch Capital
Massachusetts
$30K
CB
1834
Community Bank
New York
$29K -$7.73K -86 -19%
MWM
1835
Mascoma Wealth Management
New Hampshire
$29K -$2.16K -24 -6%
BCMLT
1836
Beacon Capital Management LLC (Tennessee)
Tennessee
$28K -$3.33K -37 -11%
ACM
1837
Antonetti Capital Management
Florida
$28K
IWP
1838
IAG Wealth Partners
Wisconsin
$28K +$11.6K +129 +58%
LF
1839
Lee Financial
Texas
$27K -$11.1K -123 -27%
DWP
1840
Destiny Wealth Partners
Florida
$26K -$3.86K -43 -12%
IFAM
1841
Institutional & Family Asset Management
Colorado
$26K +$449 +5 +2%
DWA
1842
Delos Wealth Advisors
Texas
$25K
SC
1843
Stephens Consulting
Michigan
$24.9K
PI
1844
PFS Investments
Georgia
$24.7K +$3.22M +35,783 +13%
OLVIG
1845
Oliver Lagore Vanvalin Investment Group
Michigan
$24K -$6.74K -75 -20%
TIM
1846
Tortoise Investment Management
New York
$24K -$4.85K -54 -15%
TJHA
1847
Thomas J. Herzfeld Advisors
Florida
$24K
TC
1848
Trust Company
Kansas
$24K
UIA
1849
Ulland Investment Advisors
Minnesota
$24K
TF
1850
Tompkins Financial
New York
$23K -$85.9K -956 -77%

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.