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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
RK
2001
Rather & Kittrell
Tennessee
$16K +$18.8K +162 New
LWANC
2002
Laurel Wealth Advisors (North Carolina)
North Carolina
$15K
AIM
2003
AHL Investment Management
Florida
$15K +$16.8K +145 New
IAG
2004
Investmark Advisory Group
Connecticut
$15K +$16.8K +145 New
RA
2005
Rise Advisors
New York
$14.1K +$15.9K +137 New
AIM
2006
Arcadia Investment Management
Michigan
$14K
RF
2007
Robbins Farley
New Hampshire
$13K -$2.9K -25 -17%
AFS
2008
Annapolis Financial Services
Maryland
$13K +$2.66K +23 +23%
TF
2009
TimeScale Financial
Massachusetts
$12K
SFG
2010
Steward Financial Group
Texas
$12K +$14.5K +125 New
CP
2011
Corbenic Partners
Pennsylvania
$11K -$24.8K -214 -67%
IRAG
2012
Investment Research & Advisory Group
Georgia
$11K
MFM
2013
MD Financial Management
Ontario, Canada
$11K
RG
2014
Retirement Group
California
$11K +$12K +104 New
PP
2015
PFS Partners
New Jersey
$10.7K +$11.9K +103 New
AA
2016
AlphaMark Advisors
Kentucky
$10K
TJHA
2017
Thomas J. Herzfeld Advisors
Florida
$10K +$1.62K +14 +17%
RI
2018
Rinkey Investments
California
$10K +$11.6K +100 New
HF
2019
Halpern Financial
Virginia
$9.83K -$14K -121 -56%
CMBA
2020
C.M. Bidwell & Associates
Hawaii
$9K
BAM
2021
Baldrige Asset Management
Pennsylvania
$8K -$71K -613 -89%
CWAF
2022
Core Wealth Advisors (Florida)
Florida
$8K
C
2023
Covestor
United Kingdom
$8K +$8.57K +74 New
TAM
2024
Tucker Asset Management
Colorado
$7.31K -$13.2K -114 -62%
GFPC
2025
Global Financial Private Client
Florida
$7.24K +$8.11K +70 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.