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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
SWM
1976
Selective Wealth Management
Virginia
$28K
CWM
1977
Curi Wealth Management
North Carolina
$27K +$30.3K +262 New
PG
1978
Proffitt & Goodson
Tennessee
$26K
DHGWA
1979
Dixon Hughes Goodman Wealth Advisors
North Carolina
$25K +$27.7K +239 New
PWC
1980
PYA Waltman Capital
Tennessee
$25K +$27.9K +241 New
HS
1981
Horan Securities
United States
$25K +$28.1K +243 New
ME
1982
McIlrath & Eck
Washington
$24K -$6.83K -59 -21%
JAM
1983
JCIC Asset Management
Ontario, Canada
$24K
RCC
1984
Red Cedar Capital
Nebraska
$24K
TIM
1985
Tortoise Investment Management
New York
$24K +$9.38K +81 +53%
FCMT
1986
Founders Capital Management (Texas)
Texas
$23K
PCH
1987
Polar Capital Holdings
United Kingdom
$22.5K -$7.98M -68,911 -24%
AIP
1988
Ahrens Investment Partners
Louisiana
$21K +$23.3K +201 New
BBPWM
1989
Blue Bell Private Wealth Management
Pennsylvania
$21K +$24K +207 New
AWA
1990
Artemis Wealth Advisors
New York
$20.3K
IWP
1991
IAG Wealth Partners
Wisconsin
$20K
HFA
1992
HC Financial Advisors
California
$19K -$23.4K -202 -52%
GCM
1993
Gladius Capital Management
Illinois
$19K +$5.09K +44 +33%
AA
1994
Addison Advisors
Vermont
$19K +$9.15K +79 +77%
RDFA
1995
Ritter Daniher Financial Advisory
Ohio
$18K +$19.7K +170 New
A
1996
AustralianSuper
Australia
$17.5K -$5.11M -44,090 -21%
ARMC
1997
American Research & Management Company
Massachusetts
$17K
ST
1998
Sageworth Trust
Pennsylvania
$16K -$21.8K -188 -56%
WPWM
1999
Western Pacific Wealth Management
Illinois
$16K +$18.5K +160 New
FCG
2000
Financial Connections Group
California
$16K +$18.8K +162 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.