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Medtronic

1,930 hedge funds and large institutions have $87.7B invested in Medtronic in 2022 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 913 increasing their positions, 707 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $893M | Put options by funds: $461M

29% more repeat investments, than reductions

Existing positions increased: 913 | Existing positions reduced: 707

3% more funds holding in top 10

Funds holding in top 10: 3233 (+1)

1.45% more ownership

Funds ownership: 80.59%82.04% (+1.5%)

5% less funds holding

Funds holding: 2,0211,930 (-91)

8% less capital invested

Capital invested by funds: $95.6B → $87.7B (-$7.91B)

39% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 148

Holders
1,930
Holders Change
-91
Holders Change %
-4.5%
% of All Funds
33.25%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.57%
New
90
Increased
913
Reduced
707
Closed
148
Calls
$893M
Puts
$461M
Net Calls
+$432M
Net Calls Change
-$17.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
201
Cambiar Investors
Colorado
$30.8M +$1.75M +19,449 +5%
Nisa Investment Advisors
202
Nisa Investment Advisors
Missouri
$29.6M +$490K +5,454 +2%
DRZID
203
DePrince Race & Zollo Inc (DRZ)
Florida
$29.5M +$519K +5,779 +2%
ASRS
204
Arizona State Retirement System
Arizona
$29.2M -$593K -6,597 -2%
SOMRS
205
State of Michigan Retirement System
Michigan
$29M -$207K -2,300 -0.6%
SL
206
Summitry LLC
California
$29M +$328K +3,649 +1%
MIM
207
MetLife Investment Management
New Jersey
$28.5M -$759K -8,449 -2%
AIG
208
American International Group
New York
$28.1M -$1.07M -11,930 -3%
AB
209
Amalgamated Bank
New York
$28M +$632K +7,033 +2%
BNP Paribas Financial Markets
210
BNP Paribas Financial Markets
France
$27.7M -$8.99M -100,052 -23%
EDRH
211
Edmond de Rothschild Holding
Switzerland
$27.7M +$1.72M +19,091 +6%
GT
212
Glenmede Trust
Pennsylvania
$27.4M +$630K +7,005 +2%
National Bank of Canada
213
National Bank of Canada
Quebec, Canada
$26.4M +$4.97M +55,255 +21%
TCM
214
Tekla Capital Management
Massachusetts
$26.3M
ST
215
Sabal Trust
Florida
$26.3M +$1.18M +13,135 +4%
CPSAC
216
Chas P. Smith & Associates (CPS)
Florida
$25.8M +$1.25M +13,923 +5%
ERSOT
217
Employees Retirement System of Texas
Texas
$25.8M +$577K +6,422 +2%
FCI
218
Financial Counselors Inc
Kansas
$25.4M +$709K +7,893 +3%
TG
219
TCW Group
California
$25.3M -$1.07M -11,859 -4%
BCM
220
Becker Capital Management
Oregon
$25.3M +$656K +7,297 +2%
Axa
221
Axa
France
$25.1M -$17.4M -193,103 -38%
Jane Street
222
Jane Street
New York
$24.9M +$17.8M +197,918 +180%
CIBC World Market
223
CIBC World Market
Ontario, Canada
$24.8M -$2.41M -26,827 -8%
MA
224
MUFG Americas
New York
$24.2M +$1.6M +17,766 +6%
EL
225
Envoi LLC
Minnesota
$24.2M -$17.4K -194 -0.1%

MDT Hedge Fund Activity: Q3 2022 in Review

1,930 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q3 2022, worth a combined $87.7B — down 8.3% from $95.6B a quarter earlier.

Sellers outnumbered buyers: 148 funds closed out of MDT and 90 opened new positions — a net loss of 58 holders — while 707 trimmed existing stakes and 913 added.

The largest buyer was BlackRock, adding an estimated $505M. The largest seller was Franklin Resources, cutting an estimated $459M.

  • 1,930 institutional investors held Medtronic (MDT) as of Q3 2022, down from 2,021 in Q2 2022.
  • Funds reported $87.7B of Medtronic stock for Q3 2022, down 8.3% quarter-over-quarter.
  • 90 funds opened new Medtronic positions in Q3 2022 and 148 closed out, a net change of -58 holders.
  • The largest Medtronic buyer in Q3 2022 was BlackRock, an estimated $505M added.
  • The largest Medtronic seller in Q3 2022 was Franklin Resources, an estimated $459M sold.

Based on aggregated 13F filings for Q3 2022.