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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
EBA
1851
Eagle Bay Advisors
New York
$167K -$80.4K -694 -31%
CA
1852
Centerpoint Advisors
Massachusetts
$163K +$926 +8 +0.5%
AIL
1853
AGF Investments LLC
Ontario, Canada
$159K -$35.2K -304 -16%
RIM
1854
Rockbridge Investment Management
New York
$159K
FAG
1855
Fortitude Advisory Group
Washington
$156K +$175K +1,511 New
EIP
1856
Ellis Investment Partners
Pennsylvania
$154K +$579 +5 +0.3%
KFI
1857
Key Financial Inc
Pennsylvania
$153K +$14.7K +127 +9%
HWM
1858
HighMark Wealth Management
Minnesota
$149K -$10.2K -88 -6%
CYG
1859
Clean Yield Group
Vermont
$147K
LB
1860
Legacy Bridge
Iowa
$142K +$3.47K +30 +2%
BWM
1861
Baystate Wealth Management
Massachusetts
$140K +$18.9K +163 +14%
BCM
1862
Blume Capital Management
California
$138K
GWSG
1863
GPS Wealth Strategies Group
Colorado
$133K -$2.66K -23 -2%
AWM
1864
Atticus Wealth Management
Florida
$133K +$149K +1,290 New
GTAM
1865
Global Trust Asset Management
Florida
$130K -$17.4K -150 -11%
CTB
1866
Country Trust Bank
Illinois
$130K -$10.8K -93 -7%
BFC
1867
Bedel Financial Consulting
Indiana
$130K -$7.53K -65 -5%
ONST
1868
Old North State Trust
North Carolina
$130K +$5.56K +48 +4%
NR
1869
Newfound Research
Massachusetts
$127K +$39.4K +340 +38%
NSB
1870
Norway Savings Bank
Maine
$126K
MHR
1871
Matthew Hamilton Rosenberg
$123K -$14.4K -124 -9%
TF
1872
Tompkins Financial
New York
$122K -$35.3K -305 -21%
PSB
1873
Piscataqua Savings Bank
New Hampshire
$122K +$1.39K +12 +1%
MGIM
1874
M&G Investment Management
United Kingdom
$121K -$18.5M -160,088 -12%
BWA
1875
BDO Wealth Advisors
Florida
$121K -$7.99K -69 -6%

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.