We are live on ! Find out more
MDT icon

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
APC
1951
Aspire Private Capital
North Carolina
$44K +$10.5K +91 +28%
Bank Julius Baer & Co
1952
Bank Julius Baer & Co
Switzerland
$44K +$25.7K +222 +111%
SA
1953
SRH Advisors
Kansas
$41K
FBT
1954
First Bank & Trust
South Dakota
$41K +$1.16K +10 +3%
UIA
1955
Ulland Investment Advisors
Minnesota
$41K +$46.3K +400 New
SCA
1956
Sandy Cove Advisors
Massachusetts
$40K +$45.3K +391 New
CCA
1957
Column Capital Advisors
Indiana
$39K
KC
1958
Knuff & Co
California
$39K +$3.47K +30 +9%
CWM
1959
CarsonAllaria Wealth Management
Illinois
$39K +$44K +380 New
RFA
1960
Reilly Financial Advisors
California
$38K +$5.79K +50 +16%
SC
1961
Stephens Consulting
Michigan
$37K +$41.5K +358 New
TCWA
1962
Ten Capital Wealth Advisors
Washington
$37K -$17.7K -153 -30%
DWP
1963
Destiny Wealth Partners
Florida
$37K
GCM
1964
Gables Capital Management
Florida
$37K
SIS
1965
Sound Income Strategies
Florida
$36K -$1.5K -13 -4%
CWA
1966
Clearview Wealth Advisors
Oregon
$34K -$116 -1 -0.3%
BAM
1967
Byrne Asset Management
New Jersey
$34K +$37.6K +325 New
VCM
1968
Versant Capital Management
Arizona
$31K -$232 -2 -0.7%
SFPG
1969
Stonebridge Financial Planning Group
Florida
$31K
TC
1970
Trust Company
Kansas
$31K
CFG
1971
CKW Financial Group
Hawaii
$30K -$5.79K -50 -17%
ETC
1972
Exchange Traded Concepts
Oklahoma
$30K +$232 +2 +0.7%
MWM
1973
Mascoma Wealth Management
New Hampshire
$29K +$926 +8 +3%
VRM
1974
Vectors Research Management
New York
$29K +$4.63K +40 +17%
KC
1975
Kenfarb & Co
Kentucky
$29K +$32.5K +281 New

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.