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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
31.29%
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
1
Pzena Investment Management
New York
$449M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.86B
3
Holocene Advisors
3
Holocene Advisors
New York
$151M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.4B
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$406M

Top Sellers

1
LAM
1
L2 Asset Management
Massachusetts
$2.68M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$2.51B
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$283M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
Aristotle Capital Management
26
Aristotle Capital Management
California
$693M -$11.6M -148,551 -2%
LP
27
Longview Partners
Guernsey
$543M +$1.83M +23,415 +0.3%
Dodge & Cox
28
Dodge & Cox
California
$538M -$13.1M -166,685 -2%
Goldman Sachs
29
Goldman Sachs
New York
$504M +$25M +319,385 +5%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$501M +$8.72M +111,217 +2%
Barrow, Hanley, Mewhinney & Strauss
31
Barrow, Hanley, Mewhinney & Strauss
Texas
$487M +$3.4M +43,345 +0.7%
RJA
32
Raymond James & Associates
Florida
$480M +$24M +305,956 +5%
UBS AM
33
UBS AM
Illinois
$479M +$38.5M +491,935 +9%
Nuveen Asset Management
34
Nuveen Asset Management
Illinois
$479M -$2.66M -33,971 -0.6%
First Eagle Investment Management
35
First Eagle Investment Management
New York
$477M +$46.5M +592,849 +11%
Pzena Investment Management
36
Pzena Investment Management
New York
$449M +$238M +3,037,394 +113%
Stifel Financial
37
Stifel Financial
Missouri
$423M +$8.17M +104,204 +2%
Lazard Asset Management
38
Lazard Asset Management
New York
$420M -$86.8M -1,108,259 -17%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$406M +$94M +1,199,639 +30%
Hotchkis & Wiley Capital Management
40
Hotchkis & Wiley Capital Management
California
$385M -$4.35M -55,480 -1%
Swiss National Bank
41
Swiss National Bank
Switzerland
$335M -$41.2M -525,600 -11%
Amundi
42
Amundi
France
$324M -$94.2M -1,308,885 -23%
UBS Group
43
UBS Group
Switzerland
$315M -$36.4M -465,003 -10%
Fisher Asset Management
44
Fisher Asset Management
Washington
$295M +$38.9M +496,540 +15%
Janus Henderson Group
45
Janus Henderson Group
United Kingdom
$292M +$62.1M +792,937 +27%
Diamond Hill Capital Management
46
Diamond Hill Capital Management
Ohio
$292M +$12.6M +161,357 +5%
Neuberger Berman Group
47
Neuberger Berman Group
New York
$291M +$1.37M +17,482 +0.5%
State Farm Mutual Automobile Insurance
48
State Farm Mutual Automobile Insurance
Illinois
$284M – – –
Arrowstreet Capital
49
Arrowstreet Capital
Massachusetts
$283M -$168M -2,143,373 -37%
VanEck Associates
50
VanEck Associates
New York
$281M +$40M +510,020 +17%
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