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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
CWM
2201
Chesapeake Wealth Management
Virginia
-$214K -1,706 Closed
SWA
2202
Sax Wealth Advisors
New Jersey
-$213K -1,700 Closed
COF
2203
Capital One Financial
Virginia
-$212K -1,694 Closed
TWM
2204
Titus Wealth Management
California
-$212K -1,686 Closed
OAM
2205
Occidental Asset Management
California
-$210K -1,678 Closed
SW
2206
StrongBox Wealth
Missouri
-$210K -1,677 Closed
GAMC
2207
Garner Asset Management Corp
Texas
-$208K -1,663 Closed
PIFP
2208
Partners in Financial Planning
Virginia
-$208K -1,662 Closed
IGGA
2209
Iron Gate Global Advisors
Utah
-$207K -1,652 Closed
PWM
2210
Palumbo Wealth Management
New York
-$206K -1,646 Closed
AC
2211
Addison Capital
Pennsylvania
-$206K -1,639 Closed
AI
2212
ArchPoint Investors
Florida
-$205K -1,631 Closed
NB
2213
Nicolet Bankshares
Wisconsin
-$204K -1,631 Closed
SCA
2214
STALEY CAPITAL ADVISERS
Pennsylvania
-$204K -1,624 Closed
NAS
2215
Nicolet Advisory Services
Wisconsin
-$203K -1,619 Closed
AHC
2216
Adell Harriman & Carpenter
Texas
-$202K -1,613 Closed
FEM
2217
Fulcrum Equity Management
Texas
-$201K -1,606 Closed
WMA
2218
Wealth Management Associates
New Jersey
-$201K -1,603 Closed
GPA
2219
Garrison Point Advisors
California
-$201K -1,600 Closed
SFG
2220
Sather Financial Group
Texas
-$201K -1,600 Closed
SFO
2221
Stokes Family Office
Louisiana
-$200K -1,598 Closed
HFM
2222
Harvest Fund Management
China
-$159K -1,271 Closed
LWM
2223
Liberty Wealth Management
California
-$121K -979 Closed
CAM
2224
Costello Asset Management
Pennsylvania
-$110K -875 Closed
RTL
2225
Red Tortoise LLC
Georgia
-$70K -867 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.