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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
2126
Bridgefront Capital
Texas
-$492K -3,922 Closed
AFWM
2127
AMJ Financial Wealth Management
Virginia
-$480K -3,826 Closed
CHA
2128
Cooper/Haims Advisors
New York
-$432K -3,462 Closed
AA
2129
ALPS Advisors
Colorado
-$433K -3,458 Closed
WP
2130
WMS Partners
Maryland
-$405K -3,229 Closed
TC
2131
Toews Corporation
New Jersey
-$401K -3,200 Closed
DC
2132
DeDora Capital
California
-$394K -3,147 Closed
KFA
2133
Krane Funds Advisors
New York
-$393K -3,139 Closed
HPWM
2134
High Pines Wealth Management
Massachusetts
-$388K -3,093 Closed
CTA
2135
Chesley Taft & Associates
Illinois
-$369K -2,941 Closed
XT
2136
XTX Topco
Cayman Islands
-$368K -2,932 Closed
ER
2137
Enlightenment Research
Florida
-$364K -2,900 Closed
FPA
2138
First Pacific Advisors
California
-$364K -2,900 Closed
BB
2139
Bell Bank
North Dakota
-$343K -2,733 Closed
EFEM
2140
Eos Focused Equity Management
New York
-$335K -2,672 Closed
PWM
2141
Prentice Wealth Management
New York
-$323K -2,577 Closed
CI
2142
CX Institutional
Indiana
-$316K -2,521 Closed
PWS
2143
Private Wealth Strategies
Ohio
-$307K -2,449 Closed
SSWG
2144
Seven Springs Wealth Group
Tennessee
-$294K -2,347 Closed
BHB
2145
Bank Hapoalim BM
Israel
-$292K -2,331 Closed
RS
2146
Retirement Solution
Washington
-$282K -2,249 Closed
CWM
2147
Cabot Wealth Management
Massachusetts
-$278K -2,215 Closed
BIP
2148
Blueprint Investment Partners
North Carolina
-$274K -2,188 Closed
KPW
2149
Kore Private Wealth
New York
-$274K -2,184 Closed
HKIM
2150
Hayek Kallen Investment Management
Alabama
-$274K -2,183 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.