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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
CCP
2101
Cassia Capital Partners
North Carolina
-$1.51M -12,014 Closed
BFA
2102
Brendel Financial Advisors
New Hampshire
-$1.49M -11,888 Closed
ECM
2103
Everence Capital Management
Indiana
-$1.42M -11,300 Closed
GSEP
2104
Golden State Equity Partners
California
-$1.34M -10,722 Closed
CIS
2105
Connors Investor Services
Pennsylvania
-$1.34M -10,681 Closed
WIC
2106
Whitegate Investment Counselors
New Hampshire
-$1.24M -9,905 Closed
FRM
2107
Fox Run Management
Connecticut
-$1.08M -8,644 Closed
MP
2108
McDonald Partners
Ohio
-$1.05M -8,378 Closed
SC
2109
Sepio Capital
Utah
-$832K -6,640 Closed
GRP
2110
Global Retirement Partners
California
-$826K -6,589 Closed
CCWA
2111
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$743K -5,930 Closed
TGAM
2112
TBH Global Asset Management
Tennessee
-$741K -5,908 Closed
TWM
2113
TriaGen Wealth Management
California
-$713K -5,690 Closed
ISWM
2114
Independent Solutions Wealth Management
New York
-$710K -5,665 Closed
SFA
2115
Souders Financial Advisors
Ohio
-$668K -5,326 Closed
C
2116
Certuity
Florida
-$667K -5,321 Closed
DAM
2117
Deltec Asset Management
New York
-$652K -5,200 Closed
AG
2118
AlphaSimPlex Group
Massachusetts
-$596K -4,752 Closed
MAM
2119
Morse Asset Management
Connecticut
-$595K -4,750 Closed
JSC
2120
Jackson Square Capital
California
-$579K -4,622 Closed
BSG
2121
Black Swift Group
Colorado
-$564K -4,500 Closed
EA
2122
Emerald Advisors
Washington
-$552K -4,401 Closed
JHP
2123
James Hambro & Partners
United Kingdom
-$551K -4,399 Closed
TCMP
2124
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$531K -4,237 Closed
WFI
2125
West Family Investments
California
-$509K -4,064 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.