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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
GIA
1926
Goodwin Investment Advisory
Georgia
$56K +$6.95K +60 +12%
ACA
1927
Atlas Capital Advisors
Wyoming
$55.6K
AWM
1928
AllSquare Wealth Management
New York
$55K
AAP
1929
Arax Advisory Partners
Colorado
$55K +$52.7K +455 +632%
SL
1930
Savior LLC
Massachusetts
$54K
ODG
1931
O'Dell Group
Ohio
$53K +$4.63K +40 +8%
CSWM
1932
Cassady Schiller Wealth Management
Ohio
$53K +$59.8K +516 New
EC
1933
Estate Counselors
Wisconsin
$52K
SAM
1934
S.A. Mason
Michigan
$52K
SIC
1935
SJS Investment Consulting
Ohio
$52K +$57.9K +500 New
TFP
1936
Tilia Fiduciary Partners
North Carolina
$51K +$56.9K +491 New
BIA
1937
Bell Investment Advisors
California
$50K -$23.7K -205 -30%
CM
1938
Castleark Management
Illinois
$50K
FWM
1939
Focused Wealth Management
New York
$50K +$116 +1 +0.2%
NF
1940
Norwood Financial
Pennsylvania
$49K +$55K +475 New
ED
1941
Exane Derivatives
France
$48K -$137K -1,180 -72%
WBC
1942
West Branch Capital
Massachusetts
$48K -$16.2K -140 -23%
DWA
1943
Delos Wealth Advisors
Texas
$48K -$4.28K -37 -7%
CA
1944
Crewe Advisors
Utah
$48K +$34.3K +296 +180%
MW
1945
Milestone Wealth
New York
$48K +$54.2K +468 New
ACM
1946
Antonetti Capital Management
Florida
$47K
MAM
1947
McCarthy Asset Management
California
$47K
IFS
1948
Intelligent Financial Strategies
Minnesota
$47K +$52.3K +452 New
DI
1949
Disciplined Investments
Oklahoma
$45K
TCM
1950
Tradewinds Capital Management
Washington
$45K

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.