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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
AIM
2226
Acropolis Investment Management
Missouri
-$102K -817 Closed
SFP
2227
Sterling Financial Planning
New Jersey
-$92K -734 Closed
Q
2228
QVR
California
-$85K -676 Closed
CPWM
2229
Cypress Point Wealth Management
Texas
-$78K -625 Closed
EWA
2230
Evolution Wealth Advisors
Florida
-$78K -623 Closed
KIG
2231
Kowal Investment Group
Wisconsin
-$75K -599 Closed
DFCM
2232
Dark Forest Capital Management
Puerto Rico
-$73K -585 Closed
CPC
2233
Consolidated Planning Corp
Georgia
-$62K -497 Closed
DOA
2234
D'Orazio & Associates
Virginia
-$62K -494 Closed
IUHSA
2235
Itau Unibanco Holding S.A.
Brazil
-$60K -482 Closed
CA
2236
CastleArk Alternatives
Illinois
-$60K -480 Closed
HA
2237
Herold Advisors
New York
-$56K -450 Closed
CDIA
2238
Capital Directions Investment Advisors
Georgia
-$51K -407 Closed
AS
2239
Altshuler Shaham
Israel
-$47K -373 Closed
RA
2240
Resolute Advisors
California
-$43K -338 Closed
CAGAS
2241
Capital Advisory Group Advisory Services
Minnesota
-$40K -320 Closed
BMD
2242
Better Money Decisions
New Mexico
-$40K -315 Closed
RIA
2243
RPG Investment Advisory
California
-$34K -275 Closed
APWA
2244
Atlas Private Wealth Advisors
New Jersey
-$26K -206 Closed
IWA
2245
IBEX Wealth Advisors
New Jersey
-$26K -204 Closed
AL
2246
ADE LLC
Maryland
-$18K -140 Closed
WLPWM
2247
Walled Lake Planning & Wealth Management
Illinois
-$16K -126 Closed
WWMSC
2248
Wagner Wealth Management (South Carolina)
South Carolina
-$12K -99 Closed
RCA
2249
Ranch Capital Advisors
Florida
-$12K -97 Closed
CS
2250
Candriam SCA
Luxembourg
-$6K -51 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.