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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
TWP
2176
Tower Wealth Partners
Pennsylvania
-$232K -1,849 Closed
DWM
2177
Dorchester Wealth Management
Quebec, Canada
-$231K -1,841 Closed
SIM
2178
Sadoff Investment Management
Wisconsin
-$229K -1,829 Closed
BBNA
2179
Bremer Bank National Association
Minnesota
-$227K -1,812 Closed
RDWM
2180
Red Door Wealth Management
Tennessee
-$227K -1,812 Closed
FAM
2181
Formidable Asset Management
Ohio
-$226K -1,807 Closed
WAM
2182
WNY Asset Management
New York
-$228K -1,803 Closed
OMC
2183
Overbrook Management Corp
New York
-$226K -1,801 Closed
EB
2184
Eastern Bank
Massachusetts
-$226K -1,799 Closed
JF
2185
JSF Financial
California
-$225K -1,792 Closed
AIA
2186
Armor Investment Advisors
North Carolina
-$224K -1,790 Closed
SNB
2187
Security National Bank
Nebraska
-$224K -1,787 Closed
AHB
2188
Abner Herrman & Brock
New Jersey
-$221K -1,763 Closed
GGS
2189
Galvin Gaustad & Stein
Arizona
-$221K -1,763 Closed
AFAS
2190
Acorn Financial Advisory Services
Virginia
-$220K -1,752 Closed
RCA
2191
Resonant Capital Advisors
Wisconsin
-$221K -1,751 Closed
VBCG
2192
Valley Brook Capital Group
Pennsylvania
-$219K -1,750 Closed
BO
2193
BRR OpCo
Ohio
-$219K -1,746 Closed
SFP
2194
Shepherd Financial Partners
Massachusetts
-$218K -1,740 Closed
PG
2195
Prostatis Group
Maryland
-$218K -1,737 Closed
DPI
2196
Diversified Portfolios Inc
Michigan
-$217K -1,734 Closed
SAM
2197
Satovsky Asset Management
New York
-$217K -1,734 Closed
AB
2198
Atlas Brown
Kentucky
-$215K -1,718 Closed
AWM
2199
Altavista Wealth Management
North Carolina
-$215K -1,714 Closed
OTPPB
2200
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$214K -1,708 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.