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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
LWP
1876
Lumature Wealth Partners
Georgia
$121K -$7.06K -61 -5%
APW
1877
Acima Private Wealth
Virginia
$116K -$232K -2,000 -64%
JWA
1878
JFS Wealth Advisors
Pennsylvania
$115K -$22.3K -193 -15%
CAC
1879
Core Alternative Capital
Georgia
$115K +$107K +922 +493%
DWA
1880
Dougherty Wealth Advisers
Minnesota
$114K
AWM
1881
Accel Wealth Management
Iowa
$114K +$347 +3 +0.3%
LWA
1882
Lenox Wealth Advisors
New York
$113K -$2.66K -23 -2%
TFM
1883
TFC Financial Management
Massachusetts
$112K +$26.6K +230 +27%
DMKJ
1884
David M. Knott Jr
$109K +$122K +1,050 New
BAM
1885
Barrett Asset Management
New York
$107K -$58.4K -504 -33%
IRC
1886
Investors Research Corp
Georgia
$106K
FMP
1887
Financial Management Professionals
Texas
$104K +$72.3K +624 +164%
WFA
1888
West Financial Advisors
Iowa
$103K
OIA
1889
Optimum Investment Advisors
Illinois
$98K
HCP
1890
Hexagon Capital Partners
Arkansas
$98K +$9.26K +80 +9%
MAM
1891
Mystic Asset Management
Rhode Island
$96K +$109K +937 New
IBOK
1892
Independence Bank of Kentucky
Kentucky
$95K
SIMG
1893
Stephens Investment Management Group
Texas
$94K
SIAP
1894
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$94K
MA
1895
MCF Advisors
Kentucky
$93K -$1.39K -12 -1%
RWA
1896
RGT Wealth Advisors
Texas
$93K +$104K +900 New
M
1897
MOTCO
Texas
$92K -$35.4K -306 -26%
SC
1898
Seldon Capital
California
$91K +$101K +876 New
ACM
1899
AUA Capital Management
Pennsylvania
$90K +$16.2K +140 +19%
CCC
1900
Crescent Capital Consulting
Louisiana
$89K +$57.9K +500 +139%

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.