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Medtronic
MDT

Overview Fund Activity

2,065 hedge funds and large institutions have $91.7B invested in Medtronic in 2023 Q4 according to their latest regulatory filings, with 268 funds opening new positions, 648 increasing their positions, 985 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,065
Holders Change
+103
Holders Change %
+5.25%
% of All Funds
30.27%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.47%
New
268
Increased
648
Reduced
985
Closed
135
Calls
$847M
Puts
$807M
Net Calls
+$39.9M
Net Calls Change
-$166M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.88B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$455M
3
First Eagle Investment Management
First Eagle Investment Management
New York
+$274M
4
Millennium Management
Millennium Management
New York
+$262M
5
BlackRock
BlackRock
New York
+$249M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$410M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$277M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$271M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$262M
5
Bank of America
Bank of America
North Carolina
-$221M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
451
Mattern Capital Management
Colorado
$7.85M +$1.09M +13,282 +16%
KPWS
452
Kestra Private Wealth Services
Texas
$7.85M +$920K +11,162 +13%
ROC
453
Running Oak Capital
Minnesota
$7.84M +$1.61M +19,493 +26%
GS
454
GTS Securities
New York
$7.82M +$1.72M +20,895 +28%
CIM
455
CCLA Investment Management
United Kingdom
$7.78M +$2.93M +35,596 +60%
WC
456
Whitney & Co
New York
$7.72M +$3.71M +45,064 +93%
TMAM
457
Tokio Marine Asset Management
Japan
$7.69M +$825K +10,018 +12%
AIA
458
Allied Investment Advisors
Montana
$7.67M +$293K +3,554 +4%
PL
459
Parthenon LLC
Kentucky
$7.65M -$218K -2,650 -3%
Luther King Capital Management (LKCM)
460
Luther King Capital Management (LKCM)
Texas
$7.64M -$2.82M -34,237 -27%
USCWA
461
U.S. Capital Wealth Advisors
Texas
$7.64M +$2.33M +28,229 +44%
KCM
462
Kanawha Capital Management
Virginia
$7.63M -$86.3K -1,047 -1%
ETC
463
Exchange Traded Concepts
Oklahoma
$7.57M +$7.57M +91,833 +109,325%
JFG
464
Jefferies Financial Group
New York
$7.57M +$5.12M +62,174 +209%
BFM
465
Boothbay Fund Management
New York
$7.56M -$9.83M -119,321 -57%
MCM
466
Mengis Capital Management
Oregon
$7.47M +$285K +3,462 +4%
Cerity Partners
467
Cerity Partners
New York
$7.43M -$2.58M -31,276 -26%
JC
468
JB Capital
Connecticut
$7.42M +$838K +10,177 +13%
HIMCH
469
Hartford Investment Management Co (HIMCO)
Connecticut
$7.39M -$728K -8,837 -9%
CAL
470
Capital Analysts LLC
Pennsylvania
$7.36M +$110K +1,337 +2%
QCM
471
Quantinno Capital Management
New York
$7.36M +$3.52M +42,757 +92%
MPWT
472
MassMutual Private Wealth & Trust
Connecticut
$7.3M -$824K -10,007 -10%
TPCM
473
Two Point Capital Management
New York
$7.29M +$47.3K +574 +0.7%
KIA
474
KCM Investment Advisors
California
$7.29M -$529K -6,416 -7%
WCMN
475
Westchester Capital Management (Nebraska)
Nebraska
$7.27M -$92.6K -1,124 -1%
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