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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
GCM
1851
Gables Capital Management
Florida
$23K -$6.29K -70 -19%
FCMT
1852
Founders Capital Management (Texas)
Texas
$23K
KC
1853
Kenfarb & Co
Kentucky
$23K
TSWM
1854
Tyler-Stone Wealth Management
Ohio
$22K -$248K -2,765 -91%
CWA
1855
Clearview Wealth Advisors
Oregon
$22K
JAM
1856
JCIC Asset Management
Ontario, Canada
$21K
TAM
1857
Tucker Asset Management
Colorado
$20.6K +$7.91K +88 +59%
HS
1858
Horan Securities
United States
$20K -$8.27K -92 -27%
CFG
1859
CKW Financial Group
Hawaii
$20K
IHWM
1860
Iron Horse Wealth Management
Iowa
$20K +$22.5K +250 +25,000%
PWC
1861
PYA Waltman Capital
Tennessee
$19K
BAM
1862
Byrne Asset Management
New Jersey
$18K -$8.99K -100 -31%
SSC
1863
Syverson Strege & Co
Iowa
$18K -$7.1K -79 -26%
Bank Julius Baer & Co
1864
Bank Julius Baer & Co
Switzerland
$18K
RCC
1865
Red Cedar Capital
Nebraska
$18K
M1FG
1866
Mach-1 Financial Group
Arkansas
$18K +$2.61K +29 +15%
SWM
1867
Sugarloaf Wealth Management
Georgia
$18K +$8.99K +100 +82%
HIM
1868
Hillsdale Investment Management
Ontario, Canada
$17K -$19K -211 -50%
KC
1869
Knuff & Co
California
$17K -$14.8K -165 -43%
TCM
1870
Tradewinds Capital Management
Washington
$17K +$180 +2 +0.9%
WWP
1871
WR Wealth Planners
Missouri
$16.6K
SWA
1872
SOA Wealth Advisors
New York
$16K -$719 -8 -4%
WA
1873
Win Advisors
Florida
$16K -$180 -2 -1%
BBPWM
1874
Blue Bell Private Wealth Management
Pennsylvania
$16K
TF
1875
TimeScale Financial
Massachusetts
$16K +$6.74K +75 +63%

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.