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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
FCA
2151
FLC Capital Advisors
California
-$272K -2,170 Closed
OWM
2152
OneAscent Wealth Management
Alabama
-$272K -2,168 Closed
RBFC
2153
Roman Butler Fullerton & Co
Missouri
-$261K -2,164 Closed
PP
2154
PDS Planning
Ohio
-$267K -2,134 Closed
JIC
2155
Joel Isaacson & Co
New York
-$264K -2,106 Closed
BMO
2156
Beck Mack & Oliver
New York
-$262K -2,093 Closed
RWA
2157
River Wealth Advisors
Pennsylvania
-$258K -2,058 Closed
WA
2158
WealthTrust Axiom
Pennsylvania
-$255K -2,035 Closed
GSIS
2159
Global Strategic Investment Solutions
Arizona
-$255K -2,034 Closed
MFG
2160
Menard Financial Group
Texas
-$253K -2,019 Closed
SDWMA
2161
Schneider Downs Wealth Management Advisors
Pennsylvania
-$253K -2,018 Closed
JAG
2162
Journey Advisory Group
Kentucky
-$253K -2,016 Closed
MFGP
2163
Marshall Financial Group (Pennsylvania)
Pennsylvania
-$251K -2,003 Closed
VWA
2164
Visionary Wealth Advisors
Illinois
-$251K -2,002 Closed
FWM
2165
FFT Wealth Management
Pennsylvania
-$245K -1,952 Closed
RI
2166
Redwood Investments
Massachusetts
-$245K -1,952 Closed
NPF
2167
Norris Perne & French
Michigan
-$242K -1,927 Closed
SCM
2168
Seascape Capital Management
New Hampshire
-$242K -1,927 Closed
SAM
2169
Secure Asset Management
Michigan
-$240K -1,915 Closed
BOS
2170
Bingham Osborn & Scarborough
California
-$238K -1,902 Closed
P
2171
Palladiem
Pennsylvania
-$238K -1,900 Closed
CWM
2172
Circle Wealth Management
New Jersey
-$237K -1,893 Closed
ZAM
2173
Zevin Asset Management
Massachusetts
-$236K -1,882 Closed
UF
2174
Univest Financial
Pennsylvania
-$235K -1,872 Closed
HFA
2175
High Falls Advisors
New York
-$232K -1,854 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.