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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
CPFP
1926
Clear Perspectives Financial Planning
Ohio
$1K +$1.44K +16 New
SAM
1927
Strategic Asset Management
Minnesota
$1K +$1.62K +18 New
MFA
1928
McClarren Financial Advisors
Pennsylvania
$1K +$1.89K +21 New
PWP
1929
Principle Wealth Partners
Connecticut
$885 +$238K +2,645 +32%
BA
1930
Bridgewater Associates
Connecticut
-$225M -2,505,256 Closed
Ninety One (UK)
1931
Ninety One (UK)
United Kingdom
-$67.7M -754,187 Closed
PF
1932
Phoenix Financial
Israel
-$55.4M -613,696 Closed
TPI
1933
Tesco Pension Investment
United Kingdom
-$20.1M -223,706 Closed
DS
1934
Dudley & Shanley
Florida
-$20M -223,165 Closed
Twin Tree Management
1935
Twin Tree Management
Texas
-$12.9M -143,307 Closed
PAMP
1936
Polar Asset Management Partners
Ontario, Canada
-$11.1M -124,000 Closed
SCA
1937
Stillwater Capital Advisors
Pennsylvania
-$9.86M -109,876 Closed
MSRPS
1938
Maryland State Retirement & Pension System
Maryland
-$9.24M -102,987 Closed
SCM
1939
Sio Capital Management
New York
-$7.18M -80,000 Closed
LFM
1940
LGT Fund Management
Liechtenstein
-$5.5M -61,237 Closed
LG
1941
Leuthold Group
Minnesota
-$4.64M -51,658 Closed
BSA
1942
Braun Stacey Associates
New York
-$4.09M -45,578 Closed
RRAM
1943
River Road Asset Management
Kentucky
-$3.54M -39,487 Closed
FC
1944
FORA Capital
Florida
-$3.46M -38,566 Closed
QIM
1945
Quantitative Investment Management
Virginia
-$3.46M -38,502 Closed
BIMC
1946
Benson Investment Management Company
Virginia
-$3.43M -38,214 Closed
CWG
1947
Cornerstone Wealth Group
North Carolina
-$3.37M -37,508 Closed
SCM
1948
Spring Capital Management
Texas
-$3.26M -36,325 Closed
AWM
1949
Avitas Wealth Management
California
-$2.73M -30,437 Closed
CM
1950
Caption Management
Oklahoma
-$2.33M -25,875 Closed

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.