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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
M&T Bank
176
M&T Bank
New York
$53.3M +$11.9M +103,122 +25%
Schroder Investment Management Group
177
Schroder Investment Management Group
United Kingdom
$53.2M -$59.6M -514,813 -50%
MF
178
Magnetar Financial
Illinois
$53M +$45.5M +392,991 +328%
Macquarie Group
179
Macquarie Group
Australia
$53M +$3.42M +29,541 +6%
Calamos Advisors
180
Calamos Advisors
Illinois
$52.9M -$785K -6,778 -1%
SIC
181
Schwartz Investment Counsel
Michigan
$52.5M -$18.8M -162,200 -24%
RCAMU
182
Rothschild & Co Asset Management US
Connecticut
$52.4M -$70.2M -606,054 -54%
TCM
183
Tekla Capital Management
Massachusetts
$52.3M -$11M -94,862 -16%
AII
184
AGF Investments Inc
Ontario, Canada
$51.6M -$52.6M -454,107 -48%
UIM
185
USS Investment Management
United Kingdom
$51.3M
Capstone Investment Advisors
186
Capstone Investment Advisors
New York
$51M +$56.5M +487,759 +8,568%
LFG
187
Lazard Frères Gestion
France
$50.9M +$1.18M +10,182 +2%
Lord, Abbett & Co
188
Lord, Abbett & Co
New Jersey
$50.1M -$86.4M -746,092 -61%
CCM
189
Compass Capital Management
Minnesota
$49.7M +$8.75M +75,574 +19%
William Blair & Company
190
William Blair & Company
Illinois
$49.7M -$1.02M -8,788 -2%
Royal London Asset Management
191
Royal London Asset Management
United Kingdom
$49.2M -$305K -2,635 -0.6%
ACM
192
Advisors Capital Management
New Jersey
$48.6M +$3.12M +26,984 +6%
Alyeska Investment Group
193
Alyeska Investment Group
Illinois
$48.3M +$54.1M +467,000 New
PAM
194
Panagora Asset Management
Massachusetts
$46.9M -$11.6M -100,537 -18%
ZIM
195
Zacks Investment Management
Illinois
$46.7M +$209K +1,801 +0.4%
Man Group
196
Man Group
United Kingdom
$46.5M +$2.17M +18,762 +4%
Osaic Holdings
197
Osaic Holdings
Arizona
$46.2M +$4.35M +37,583 +9%
HA
198
Homestead Advisers
Virginia
$46.2M -$22.9M -197,800 -31%
Retirement Systems of Alabama
199
Retirement Systems of Alabama
Alabama
$46.1M -$1.8M -15,575 -3%
KBC Group
200
KBC Group
Belgium
$46.1M -$48.3M -417,487 -48%

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.