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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
MWA
1901
Moser Wealth Advisors
Washington
$6K
SC
1902
Schubert & Co
Texas
$6K +$90 +1 +1%
BC
1903
Burleson & Co
California
$6K +$1.8K +20 +33%
GFPC
1904
Global Financial Private Client
Florida
$5.79K
PCH
1905
Polar Capital Holdings
United Kingdom
$5.22K +$690K +7,681 +13%
HFM
1906
Hartford Financial Management
Connecticut
$5K
ICM
1907
Islay Capital Management
Texas
$5K
ODG
1908
O'Dell Group
Ohio
$5K
WWMSC
1909
Wagner Wealth Management (South Carolina)
South Carolina
$5K
FGAM
1910
Financial Gravity Asset Management
Texas
$4.61K -$31.5K -351 -19%
FA
1911
Fortis Advisors
Pennsylvania
$4K
SWM
1912
Selective Wealth Management
Virginia
$4K
HWP
1913
Highline Wealth Partners
California
$3.31K +$3.69K +41 New
JIR
1914
James Investment Research
Ohio
$3K
MDCM
1915
Morgan Dempsey Capital Management
Wisconsin
$3K +$3.06K +34 New
CWM
1916
Cedar Wealth Management
California
$2K -$719 -8 -29%
NMG
1917
New Millennium Group
Utah
$2K
SPWM
1918
Spartan Planning & Wealth Management
North Carolina
$2K
ACK
1919
Andrew C. Karlinski
$2K +$90 +1 +5%
EC
1920
EdgeRock Capital
Colorado
$2K +$2.07K +23 New
FSWA
1921
Financial Synergies Wealth Advisors
Texas
$1.94K +$2.16K +24 New
NDSI
1922
Newman Dignan & Sheerar Inc
Rhode Island
$1.91K +$3.86K +43 +0.2%
WIM
1923
Westside Investment Management
California
$1.07K
LWA
1924
Lowe Wealth Advisors
Maryland
$1K
VCM
1925
Versant Capital Management
Arizona
$1K

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.