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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
CMA
2026
Cedar Mountain Advisors
Oregon
$7K
CWM
2027
Cranbrook Wealth Management
Michigan
$7K
MWA
2028
Moser Wealth Advisors
Washington
$7K
SCA
2029
Stuart Chaussee & Associates
California
$7K
SWM
2030
Sugarloaf Wealth Management
Georgia
$7K
NFSG
2031
Newbridge Financial Services Group
Florida
$7K +$2.2K +19 +39%
EWM
2032
Elmwood Wealth Management
California
$7K +$7.29K +63 New
ICM
2033
Islay Capital Management
Texas
$7K +$7.53K +65 New
CFN
2034
Cordasco Financial Network
Florida
$6K
FA
2035
Fortis Advisors
Pennsylvania
$6K
TFGT
2036
TS Financial Group (TSFG)
Illinois
$6K
BBHC
2037
Brown Brothers Harriman & Co
New York
$5.69K +$2.5M +21,591 +65%
VRS
2038
Virginia Retirement Systems
Virginia
$5.18K
CP
2039
Castleview Partners
Texas
$4.38K +$52.4M +452,593 New
RBC
2040
Roble Belko & Company
Pennsylvania
$4K -$1.74K -15 -28%
CF
2041
Concorde Financial
Texas
$4K +$4.17K +36 New
HNWA
2042
Henrickson Nauta Wealth Advisors
Michigan
$4K +$4.63K +40 New
PCA
2043
Providence Capital Advisors
North Carolina
$3K
MFA
2044
McClarren Financial Advisors
Pennsylvania
$3K +$232 +2 +10%
ACK
2045
Andrew C. Karlinski
$3K +$2.9K +25 New
CWM
2046
Cedar Wealth Management
California
$3K +$3.24K +28 New
CFRPA
2047
Castle Financial & Retirement Planning Associates
New Jersey
$3K +$3.59K +31 New
HI
2048
Hoey Investments
Pennsylvania
$2K -$560K -4,836 -100%
UFF
2049
USA Financial Formulas
Michigan
$2K -$61.6K -532 -97%
IPW
2050
IronBridge Private Wealth
Texas
$2K

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.