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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
BGIM
176
Brandywine Global Investment Management
Pennsylvania
$40.4M +$1.54M +17,112 +4%
CCM
177
Camber Capital Management
Massachusetts
$40.4M +$44.9M +500,000 New
KBC Group
178
KBC Group
Belgium
$39.9M +$7.74M +86,162 +21%
GIA
179
Gateway Investment Advisers
Ohio
$39.3M -$1.65M -18,387 -4%
CI Investments Inc
180
CI Investments Inc
Ontario, Canada
$38.1M -$12.7M -141,553 -23%
Citadel Advisors
181
Citadel Advisors
Florida
$37.8M -$10.1M -112,277 -19%
Royal London Asset Management
182
Royal London Asset Management
United Kingdom
$37.7M -$2.48M -27,608 -6%
PAM
183
Panagora Asset Management
Massachusetts
$37.6M +$10.9M +121,040 +35%
RCM
184
RNC Capital Management
California
$37.4M -$551K -6,131 -1%
BNP Paribas Asset Management
185
BNP Paribas Asset Management
France
$37.4M +$1.02M +11,336 +3%
PI
186
Putnam Investments
Massachusetts
$37M +$1.48M +16,434 +4%
DCM
187
Donaldson Capital Management
Indiana
$36.9M -$792K -8,812 -2%
MIS
188
Morningstar Investment Services
Illinois
$35.8M +$1.88M +20,907 +5%
FAF
189
Fjarde Ap-fonden
Sweden
$35.8M
Retirement Systems of Alabama
190
Retirement Systems of Alabama
Alabama
$35.6M -$306K -3,406 -0.8%
Baillie Gifford & Co
191
Baillie Gifford & Co
United Kingdom
$34.8M +$890K +9,901 +2%
SIC
192
Schwartz Investment Counsel
Michigan
$34.4M -$897K -9,982 -2%
Handelsbanken Fonder
193
Handelsbanken Fonder
Sweden
$34M +$3.8M +42,236 +11%
Vontobel Holding
194
Vontobel Holding
Switzerland
$32.9M -$3.52M -39,126 -9%
Public Sector Pension Investment Board (PSP Investments)
195
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$32.5M +$24.6M +273,439 +212%
UIM
196
USS Investment Management
United Kingdom
$32.2M -$8.65M -96,245 -19%
WA
197
WestEnd Advisors
North Carolina
$32M -$498K -5,546 -1%
WIC
198
Willis Investment Counsel
Georgia
$31.3M -$3.08M -34,282 -8%
MAM
199
Madison Asset Management
Wisconsin
$31.1M +$622K +6,919 +2%
Robeco Institutional Asset Management
200
Robeco Institutional Asset Management
Netherlands
$30.8M -$1.71M -19,074 -5%

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.