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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
EI
1901
Ellevest Inc
New York
$84K +$9.49K +82 +11%
EPM
1902
Equitec Proprietary Markets
Illinois
$84K +$94.5K +816 New
KA
1903
Kozak & Associates
Colorado
$83K
EL
1904
EMFO LLC
Florida
$82K -$159K -1,375 -63%
AP
1905
Atwood & Palmer
Missouri
$80K
WB
1906
West Bancorporation
Iowa
$80K +$90K +777 New
HFM
1907
Hartford Financial Management
Connecticut
$76K -$498K -4,300 -85%
BLC
1908
Brown, Lisle/Cummings
Rhode Island
$75.5K +$84.5K +730 New
FCT
1909
First Community Trust
Iowa
$75.5K +$84.5K +730 New
AFIA
1910
America First Investment Advisors
Nebraska
$72K
POIA
1911
Pin Oak Investment Advisors
Texas
$71K +$16.2K +140 +26%
KFS
1912
Kelly Financial Services
Massachusetts
$68.3K +$1.16K +10 +2%
EARNEST Partners
1913
EARNEST Partners
Georgia
$68K
SWA
1914
Sutton Wealth Advisors
Florida
$67.4K +$4.05K +35 +6%
FFC
1915
First Financial Corp
Indiana
$67K
MTIC
1916
Missouri Trust & Investment Company
Missouri
$66K +$73.9K +638 New
UCB
1917
United Community Bank
South Carolina
$65.7K +$73.5K +635 New
HCM
1918
Horrell Capital Management
Arkansas
$64K
HIM
1919
Hillsdale Investment Management
Ontario, Canada
$63K
CIR
1920
Clear Investment Research
Georgia
$62K
NC
1921
NewSquare Capital
Pennsylvania
$62K
PCMC
1922
Paragon Capital Management (Colorado)
Colorado
$62K +$69.5K +600 New
SC
1923
Solstein Capital
California
$60K -$23.2K -200 -26%
FFA
1924
Freedman Financial Associates
Massachusetts
$57K
SWA
1925
SOA Wealth Advisors
New York
$57K

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.