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Medtronic
MDT

Overview Fund Activity

1,962 hedge funds and large institutions have $85.5B invested in Medtronic in 2023 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 915 increasing their positions, 733 reducing their positions, and 174 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,962
Holders Change
-85
Holders Change %
-4.15%
% of All Funds
31.28%
Holding in Top 10
31
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.89%
% of All Funds
0.49%
New
115
Increased
915
Reduced
733
Closed
174
Calls
$771M
Puts
$565M
Net Calls
+$206M
Net Calls Change
+$146M

Top Buyers

1
Pzena Investment Management
Pzena Investment Management
New York
+$238M
2
Morgan Stanley
Morgan Stanley
New York
+$156M
3
Holocene Advisors
Holocene Advisors
New York
+$135M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$100M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$94M

Top Sellers

1
LAM
L2 Asset Management
Massachusetts
-$2.46B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$308M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$168M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$131M
5
Nordea Investment Management
Nordea Investment Management
Sweden
-$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
301
Corda Investment Management
Texas
$16.6M +$610K +7,779 +4%
KA
302
KLCM Advisors
Wisconsin
$16.6M -$1.41K -18 -0%
BFM
303
Boothbay Fund Management
New York
$16.5M +$10.4M +132,759 +170%
MHC
304
Meyer Handelman Company
New York
$16.4M -$7.84K -100 -0%
FCI
305
Financial Counselors Inc
Kansas
$16.3M -$281K -3,581 -2%
CIM
306
Confluence Investment Management
Missouri
$16.2M +$163K +2,081 +1%
FSA
307
Franklin Street Advisors
North Carolina
$16.1M +$667K +8,509 +4%
CGH
308
Crossmark Global Holdings
Texas
$15.9M +$116K +1,522 +0.7%
CAM
309
Cresset Asset Management
Illinois
$15.8M -$1.73M -21,894 -10%
SI
310
Stephens Inc
Arkansas
$15.7M +$706K +9,009 +5%
KFC
311
Klingenstein Fields & Co
New York
$15.7M +$48.9K +624 +0.3%
MAP
312
Managed Asset Portfolios
Michigan
$15.7M +$154K +1,959 +1%
DP
313
DDD Partners
Washington
$15.6M -$287K -4,029 -2%
CCMIC
314
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$15.6M +$338K +4,316 +2%
CCP
315
Clarkston Capital Partners
Michigan
$15.4M +$55.6K +710 +0.4%
NYLIM
316
New York Life Investment Management
New York
$15.2M +$165K +2,106 +1%
NIM
317
Nexus Investment Management
Ontario, Canada
$15.2M -$360K -4,600 -2%
QCM
318
QRG Capital Management
Illinois
$15.1M +$15.1M +192,391 New
EWA
319
Exencial Wealth Advisors
Oklahoma
$15M +$19.8K +253 +0.1%
DDPIC
320
Deroy & Devereaux Private Investment Counsel
Michigan
$14.8M -$188K -2,404 -1%
JCM
321
Janney Capital Management
Pennsylvania
$14.7M +$219K +2,799 +2%
SSWM
322
Smith Salley Wealth Management
North Carolina
$14.7M +$508K +6,486 +4%
SFM
323
Stack Financial Management
Montana
$14.7M +$5.97M +76,129 +69%
MOACM
324
Mutual of America Capital Management
New York
$14.6M -$399K -5,086 -3%
CS
325
Central Securities
New York
$14.5M – – –
11 12
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