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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
HC
2026
Henshaw Capital
Massachusetts
-$211K -2,348 Closed
VCP
2027
Verus Capital Partners
Arizona
-$208K -2,340 Closed
RPCONE
2028
Retirement Planning Company of New England
Rhode Island
-$206K -2,305 Closed
LIA
2029
LS Investment Advisors
Michigan
-$206K -2,300 Closed
SHFA
2030
SS&H Financial Advisors
Michigan
-$206K -2,300 Closed
SRC
2031
Sage Rhino Capital
California
-$206K -2,296 Closed
SFG
2032
Sunburst Financial Group
Alabama
-$205K -2,286 Closed
BPFA
2033
Barnes Pettey Financial Advisors
Mississippi
-$204K -2,278 Closed
AT
2034
Arvest Trust
Oklahoma
-$204K -2,276 Closed
RCIM
2035
Red Cedar Investment Management
Michigan
-$203K -2,265 Closed
WAAG
2036
Wealth Alliance Advisory Group
Kansas
-$201K -2,242 Closed
BWM
2037
Bulltick Wealth Management
Florida
-$201K -2,228 Closed
OPA
2038
Old Port Advisors
Maine
-$200K -2,212 Closed
PP
2039
PDS Planning
Ohio
-$193K -2,155 Closed
TCWM
2040
Total Clarity Wealth Management
Illinois
-$192K -2,144 Closed
NEI
2041
Northwest & Ethical Investments
Ontario, Canada
-$169K -1,887 Closed
PCMC
2042
Private Capital Management (Colorado)
Colorado
-$206K -1,858 Closed
FFWM
2043
Future Financial Wealth Management
Ohio
-$205K -1,845 Closed
WAM
2044
Wakefield Asset Management
Colorado
-$139K -1,554 Closed
CA
2045
CoreCap Advisors
Michigan
-$135K -1,503 Closed
APP
2046
Alpha Paradigm Partners
Illinois
-$131K -1,458 Closed
GLLW
2047
Graves Light Lenhart Wealth
Virginia
-$127K -1,417 Closed
NICM
2048
Neo Ivy Capital Management
New York
-$119K -1,335 Closed
PWM
2049
Prentice Wealth Management
New York
-$112K -1,251 Closed
1IA
2050
1834 Investment Advisors
Wisconsin
-$86K -955 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.