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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$10B +$95M +1,056,995 +0.9%
BlackRock
2
BlackRock
New York
$9.37B +$505M +5,620,477 +5%
State Street
3
State Street
Massachusetts
$4.8B +$83.5M +928,929 +2%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$2.76B -$300M -3,335,641 -9%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$2.51B -$137M -1,528,322 -5%
Capital Research Global Investors
6
Capital Research Global Investors
California
$2.32B +$246M +2,742,283 +11%
Bank of America
7
Bank of America
North Carolina
$2.19B +$21.1M +234,462 +0.9%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.16B +$24M +266,802 +1%
JP Morgan Chase
9
JP Morgan Chase
New York
$1.71B +$333M +3,708,132 +21%
Franklin Resources
10
Franklin Resources
California
$1.6B -$459M -5,107,113 -21%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.56B +$433M +4,816,172 +33%
Morgan Stanley
12
Morgan Stanley
New York
$1.45B +$47M +522,669 +3%
Northern Trust
13
Northern Trust
Illinois
$1.17B -$9.62M -107,018 -0.7%
Deutsche Bank
14
Deutsche Bank
Germany
$1.17B +$11.7M +129,907 +0.9%
Lazard Asset Management
15
Lazard Asset Management
New York
$1.12B -$201M -2,233,182 -14%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.11B +$54.7M +608,587 +5%
Wells Fargo
17
Wells Fargo
California
$1.07B -$23.5M -261,456 -2%
Norges Bank
18
Norges Bank
Norway
$1.06B +$46M +512,087 +4%
Sanders Capital
19
Sanders Capital
Florida
$1.04B +$19.5M +216,664 +2%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$967M +$48.4M +538,836 +5%
Invesco
21
Invesco
Georgia
$954M -$73.6M -818,814 -6%
American Century Companies
22
American Century Companies
Missouri
$924M +$33.4M +371,813 +3%
Amundi
23
Amundi
France
$855M +$104M +1,159,968 +13%
Legal & General Group
24
Legal & General Group
United Kingdom
$814M -$29M -322,973 -3%
AllianceBernstein
25
AllianceBernstein
Tennessee
$783M +$79.3M +881,887 +10%

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.