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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
VWM
1876
Valley Wealth Managers
New Jersey
$16K +$18K +200 New
RTC
1877
Riverview Trust Company
Washington
$15K -$141K -1,574 -89%
MUMSS
1878
Mitsubishi UFJ Morgan Stanley Securities
Japan
$15K
ARMC
1879
American Research & Management Company
Massachusetts
$15K +$1.35K +15 +9%
GIS
1880
Grayhawk Investment Strategies
Alberta, Canada
$14K
RDFA
1881
Ritter Daniher Financial Advisory
Ohio
$14K
AWM
1882
Abound Wealth Management
Tennessee
$13.8K +$15.4K +171 New
ETC
1883
Exchange Traded Concepts
Oklahoma
$12K -$2.88K -32 -18%
WPWM
1884
Western Pacific Wealth Management
Illinois
$12K
FFA
1885
Fairfield Financial Advisors
Massachusetts
$11.3K
AIM
1886
Arcadia Investment Management
Michigan
$11K
C
1887
Covestor
United Kingdom
$9K -$449 -5 -4%
IRAG
1888
Investment Research & Advisory Group
Georgia
$9K
LWANC
1889
Laurel Wealth Advisors (North Carolina)
North Carolina
$9K
PP
1890
PFS Partners
New Jersey
$8.51K
AA
1891
AlphaMark Advisors
Kentucky
$8K
HFS
1892
HBC Financial Services
Washington
$8K +$90 +1 +1%
MFT
1893
Moisand Fitzgerald Tamayo
Florida
$8K +$8.99K +100 New
PO
1894
Private Ocean
California
$8K +$9.88K +110 New
HF
1895
Halpern Financial
Virginia
$7.67K -$1.35K -15 -14%
OA
1896
Operose Advisors
Wisconsin
$7K -$44.9K -500 -85%
CMBA
1897
C.M. Bidwell & Associates
Hawaii
$7K
MOS
1898
MGO One Seven
Ohio
$6.24K +$576K +6,404 +40%
BAM
1899
Baldrige Asset Management
Pennsylvania
$6K
CWAF
1900
Core Wealth Advisors (Florida)
Florida
$6K

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.