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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
WA
2001
WBH Advisory
Maryland
-$257K -2,887 Closed
FSA
2002
Franklin Street Advisors
North Carolina
-$254K -2,833 Closed
WPP
2003
Whalerock Point Partners
Rhode Island
-$254K -2,830 Closed
CICI
2004
Capital Investment Counsel Inc
North Carolina
-$245K -2,727 Closed
MPCG
2005
Matrix Private Capital Group
New York
-$241K -2,668 Closed
SS
2006
Sunbelt Securities
Texas
-$239K -2,662 Closed
MCM
2007
Maryland Capital Management
Maryland
-$234K -2,612 Closed
WP
2008
WMS Partners
Maryland
-$233K -2,599 Closed
RSVP
2009
Ramsay Stattman Vela & Price
Colorado
-$230K -2,563 Closed
CC
2010
Chicago Capital
Illinois
-$228K -2,541 Closed
RFN
2011
Redwood Financial Network
Ohio
-$226K -2,521 Closed
DA
2012
DSC Advisors
Illinois
-$226K -2,519 Closed
CG
2013
Cynosure Group
Utah
-$225K -2,512 Closed
NB
2014
Nicolet Bankshares
Wisconsin
-$225K -2,507 Closed
CCFCSB
2015
Cape Cod Five Cents Savings Bank
Massachusetts
-$223K -2,488 Closed
FDS
2016
Freedom Day Solutions
Texas
-$223K -2,483 Closed
OWA
2017
Octavia Wealth Advisors
Ohio
-$226K -2,481 Closed
CA
2018
Claris Advisors
Missouri
-$222K -2,475 Closed
SLG
2019
Stanley-Laman Group
Pennsylvania
-$222K -2,471 Closed
HFAS
2020
Hummer Financial Advisory Services
Illinois
-$220K -2,432 Closed
SICM
2021
Sustainable Insight Capital Management
New York
-$218K -2,400 Closed
RCS
2022
Retirement Capital Strategies
California
-$215K -2,390 Closed
CWP
2023
Curated Wealth Partners
California
-$215K -2,381 Closed
CT
2024
Columbia Trust
Oregon
-$213K -2,374 Closed
IUHSA
2025
Itau Unibanco Holding S.A.
Brazil
-$212K -2,360 Closed

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.