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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
30.28%
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
1
Morgan Stanley
New York
$3.84B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.09B
3
First Eagle Investment Management
3
First Eagle Investment Management
New York
$775M
4
Millennium Management
4
Millennium Management
New York
$346M
5
BlackRock
5
BlackRock
New York
$9.77B

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$915M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$28.4M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$2.38B
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$2.38B
5
Bank of America
5
Bank of America
North Carolina
$1.86B
Name Holding Trade Value Shares
Change 		Shares
Change %
First Eagle Investment Management
26
First Eagle Investment Management
New York
$775M +$274M +3,320,800 +55%
Aristotle Capital Management
27
Aristotle Capital Management
California
$709M -$19.9M -241,189 -3%
Pzena Investment Management
28
Pzena Investment Management
New York
$618M +$146M +1,769,985 +31%
Dodge & Cox
29
Dodge & Cox
California
$559M -$6.96M -84,540 -1%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$539M +$12.3M +149,101 +2%
LP
31
Longview Partners
Guernsey
$534M -$36.5M -442,900 -6%
Barrow, Hanley, Mewhinney & Strauss
32
Barrow, Hanley, Mewhinney & Strauss
Texas
$530M +$18.2M +220,431 +4%
Hotchkis & Wiley Capital Management
33
Hotchkis & Wiley Capital Management
California
$514M +$109M +1,318,590 +27%
UBS AM
34
UBS AM
Illinois
$510M +$6.15M +74,635 +1%
Goldman Sachs
35
Goldman Sachs
New York
$495M -$35.6M -432,451 -7%
RJA
36
Raymond James & Associates
Florida
$488M -$16.8M -203,556 -3%
Lazard Asset Management
37
Lazard Asset Management
New York
$478M +$36.2M +439,004 +8%
Amundi
38
Amundi
France
$449M +$58.7M +677,897 +15%
Stifel Financial
39
Stifel Financial
Missouri
$441M -$2.81M -34,103 -0.6%
Nuveen Asset Management
40
Nuveen Asset Management
Illinois
$420M -$83.5M -1,013,155 -17%
Fisher Asset Management
41
Fisher Asset Management
Washington
$378M +$68.7M +833,410 +22%
Arrowstreet Capital
42
Arrowstreet Capital
Massachusetts
$369M +$71.7M +870,000 +24%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$364M -$62.5M -758,360 -15%
Millennium Management
44
Millennium Management
New York
$346M +$262M +3,179,087 +310%
Swiss National Bank
45
Swiss National Bank
Switzerland
$343M -$9.79M -118,800 -3%
VanEck Associates
46
VanEck Associates
New York
$341M +$45.6M +553,173 +15%
Diamond Hill Capital Management
47
Diamond Hill Capital Management
Ohio
$321M +$14.6M +177,692 +5%
UBS Group
48
UBS Group
Switzerland
$309M -$21.6M -261,945 -7%
State Farm Mutual Automobile Insurance
49
State Farm Mutual Automobile Insurance
Illinois
$298M – – –
Barclays
50
Barclays
United Kingdom
$290M +$5.34M +64,811 +2%
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