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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
BC
2051
Burleson & Co
California
$2K +$2.32K +20 New
SC
2052
Schubert & Co
Texas
$2K +$2.66K +23 New
WIM
2053
Westside Investment Management
California
$1.26K
LWA
2054
Lowe Wealth Advisors
Maryland
$1K
EA
2055
Evolution Advisers
Virginia
$1K +$1.16K +10 New
LPWM
2056
Lake Point Wealth Management
Texas
$1K +$1.16K +10 +500%
SFCL
2057
Strengthening Families & Communities LLC
Massachusetts
$504 +$564K +4,872 New
BIM
2058
Baldwin Investment Management
Pennsylvania
$204 -$66.6K -575 -23%
FGAM
2059
Financial Gravity Asset Management
Texas
$124 +$59.5K +514 +51,400%
RTC
2060
Riverview Trust Company
Washington
$19
SCM
2061
Suvretta Capital Management
New York
-$114M -911,226 Closed
CG
2062
Carmignac Gestion
France
-$61M -486,813 Closed
Jennison Associates
2063
Jennison Associates
New York
-$48.6M -387,612 Closed
ACI
2064
AMP Capital Investors
Australia
-$48.3M -385,126 Closed
WP
2065
Woodline Partners
California
-$45.1M -359,728 Closed
SH
2066
SeaTown Holdings
Singapore
-$43.9M -349,939 Closed
CCMG
2067
Clark Capital Management Group
Pennsylvania
-$27.2M -216,746 Closed
MCM
2068
Moore Capital Management
New York
-$26.4M -210,572 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
2069
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$23M -183,430 Closed
PCM
2070
Penserra Capital Management
California
-$20.4M -162,709 Closed
SCM
2071
Snyder Capital Management
California
-$17.3M -137,707 Closed
SFI
2072
Susquehanna Fundamental Investments
Pennsylvania
-$15M -119,871 Closed
BC
2073
Brookfield Corp
Ontario, Canada
-$14.6M -116,588 Closed
HF
2074
HRT Financial
New York
-$14.2M -113,087 Closed
MAM
2075
Meeder Asset Management
Ohio
-$14.1M -112,106 Closed

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.